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Asset Manager ← All Institutions

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

Q2 2025 · Filed 2025-08-14
Market Value
$50.8B
+9.7%
Holdings
3,146
+173
New Purchases
233
Added To
825
Closed
281
Reduced
1,799
Top 10 Concentration
22.0%
Turnover
16.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 3.82% 3.04% +0.78% $1.9B
CCJ 1.88% 1.33% +0.55% $955M
AVGO 1.85% 1.30% +0.55% $939M
PLTR 1.17% 0.73% +0.44% $594M
MSFT 3.13% 2.79% +0.34% $1.6B
LMT 0.52% 0.20% +0.32% $265M
RTX 0.55% 0.28% +0.27% $281M
OR 0.27% 0.00% +0.27% $139M
SMR 0.46% 0.21% +0.26% $236M
NFLX 1.25% 1.01% +0.24% $636M
OKLO 0.46% 0.22% +0.24% $231M
META 1.63% 1.40% +0.23% $830M
LHX 0.31% 0.11% +0.20% $155M
HWM 0.82% 0.64% +0.19% $418M
LEU 0.32% 0.14% +0.18% $161M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 2.57% 3.25% -0.68% $1.3B
WES 0.00% 0.66% -0.66% $0
HESM 0.00% 0.50% -0.50% $0
RSSL 2.73% 3.09% -0.36% $1.4B
PANW 0.00% 0.30% -0.30% $0
TRGP 0.00% 0.27% -0.27% $0
CRM 0.00% 0.27% -0.27% $0
HUBB 0.00% 0.26% -0.26% $0
CDNS 0.00% 0.20% -0.20% $0
OKE 0.41% 0.55% -0.15% $206M
X 0.00% 0.14% -0.14% $0
TMUS 0.39% 0.54% -0.14% $201M
HD 0.00% 0.14% -0.14% $0
PEP 0.26% 0.39% -0.14% $130M
PAA 0.58% 0.71% -0.13% $293M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 66 $15.2B 29.9%
Large Cap 706 $24.6B 48.4%
Mid Cap 861 $7.4B 14.6%
Small Cap 1,057 $3.5B 6.9%
Micro Cap 456 $106M 0.2%

Portfolio Analytics

Avg Market Cap
$29.4B
Median Market Cap
$2.2B
Avg P/E
33.0
Median P/E
20.0
Avg Dividend Yield
0.02%
Avg Beta
1.08
# Stocks
3,096
# ETFs / Funds
50

Top Holdings (3,146 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 3.82% 12,291,526 $1.9B $157.97 $533M -700,898 -5.4%
2 MSFT 3.13% 3,199,040 $1.6B $497.31 $300M -238,035 -6.9%
3 RSSL 2.73% 16,297,741 $1.4B $85.12 -$42M -1,892,103 -10.4%
4 AAPL 2.57% 6,373,462 $1.3B $204.89 -$199M -408,657 -6.0%
5 AMZN 1.96% 4,535,959 $997M $219.73 $113M -102,541 -2.2%
6 CCJ 1.88% 12,888,037 $955M $74.11 $339M -2,081,400 -13.9%
7 AVGO 1.85% 3,416,413 $939M $274.88 $336M -184,395 -5.1%
8 META 1.63% 1,125,193 $830M $737.58 $181M -295 -0.0%
9 NFLX 1.25% 475,901 $636M $1,336.84 $168M -26,402 -5.3%
10 GOOGL 1.17% 3,369,387 $595M $176.54 $81M +47,528 +1.4%
11 PLTR 1.17% 4,356,393 $594M $136.29 $258M +377,087 +9.5%
12 TSLA 1.04% 1,657,603 $527M $317.79 $39M -224,954 -11.9%
13 WPM 0.90% 5,107,833 $459M $89.80 $65M +35,047 +0.7%
14 HWM 0.82% 2,247,235 $418M $186.13 $124M -23,357 -1.0%
15 ET 0.76% 21,353,476 $387M $18.13 $24M +1,825,391 +9.3%
16 ISRG 0.72% 675,805 $367M $543.34 $23M -20,037 -2.9%
17 GOOG 0.70% 1,995,486 $354M $177.38 $50M +48,223 +2.5%
18 EPD 0.69% 11,355,504 $352M $31.01 -$24M +351,931 +3.2%
19 MELI 0.69% 133,703 $349M $2,613.53 $64M -12,413 -8.5%
20 MPLX 0.69% 6,759,703 $348M $51.51 -$24M -195,753 -2.8%
21 FAST 0.68% 8,249,443 $346M $42.00 $19M +4,021,541 +95.1%
22 COST 0.67% 342,404 $339M $989.93 -$13M -29,391 -7.9%
23 CSCO 0.65% 4,740,095 $329M $69.37 $27M -154,973 -3.2%
24 DE 0.63% 629,471 $320M $508.52 $20M -9,403 -1.5%
25 TT 0.62% 724,459 $317M $437.40 $70M -9,520 -1.3%
26 CSX 0.62% 9,630,091 $314M $32.63 $23M -271,862 -2.8%
27 PWR 0.61% 816,966 $309M $378.08 $99M -9,545 -1.1%
28 EMR 0.59% 2,249,251 $300M $133.33 $50M -32,726 -1.4%
29 PH 0.59% 428,212 $299M $698.47 $18M -34,642 -7.5%
30 PAAS 0.58% 10,425,601 $296M $28.40 $63M +1,396,360 +15.5%
31 AMD 0.58% 2,070,349 $294M $142.01 $72M -85,447 -4.0%
32 PAA 0.58% 15,976,844 $293M $18.32 -$37M -487,119 -3.0%
33 ETN 0.57% 809,608 $289M $356.98 $67M -8,040 -1.0%
34 UNP 0.57% 1,254,722 $289M $230.08 -$722K +29,634 +2.4%
35 NSC 0.56% 1,117,655 $286M $255.97 $8M -57,571 -4.9%
36 RTX 0.55% 1,927,305 $281M $146.02 $152M +949,328 +97.1%
37 WMB 0.55% 4,438,580 $279M $62.81 -$13M -447,860 -9.2%
38 URI 0.54% 362,699 $273M $753.40 $43M -4,552 -1.2%
39 LMT 0.52% 572,272 $265M $463.12 $170M +359,748 +169.3%
40 SRE 0.51% 3,449,626 $261M $75.77 $12M -45,901 -1.3%
41 KMI 0.51% 8,818,125 $259M $29.40 $14M +237,802 +2.8%
42 CRH.L 0.50% 2,792,944 $256M $91.80 $7M -38,050 -1.3%
43 ROK 0.50% 769,072 $255M $332.15 $53M -12,713 -1.6%
44 CRWD 0.48% 486,760 $246M $505.99 $62M -34,636 -6.6%
45 ENB 0.46% 5,209,494 $236M $45.32 -$4M -207,087 -3.8%
46 SMR 0.46% 5,964,165 $236M $39.56 $139M -877,671 -12.8%
47 QCOM 0.46% 1,461,062 $233M $159.19 -$5M -84,777 -5.5%
48 OKLO 0.46% 4,133,253 $231M $55.99 $130M -563,628 -12.0%
49 VMC 0.45% 878,206 $229M $260.82 $21M -12,277 -1.4%
50 MLM 0.44% 406,444 $223M $548.96 $24M -9,824 -2.4%
51 NOW 0.43% 211,956 $217M $1,025.89 $56M +9,733 +4.8%
52 OKE 0.41% 2,523,315 $206M $81.63 -$51M -66,771 -2.6%
53 NUE 0.40% 1,588,427 $206M $129.54 $12M -22,506 -1.4%
54 NXE 0.40% 29,419,345 $204M $6.93 $52M -4,573,015 -13.4%
55 TMUS 0.39% 841,776 $201M $238.26 -$48M -91,634 -9.8%
56 ADBE 0.39% 508,763 $197M $386.85 -$2M -9,871 -1.9%
57 LNG 0.37% 774,079 $189M $243.52 -$8M -74,837 -8.8%
58 COPX 0.37% 4,193,338 $188M $44.91 $35M +372,362 +9.8%
59 INTU 0.36% 234,457 $185M $787.56 $29M -19,646 -7.7%
60 LIN 0.36% 385,169 $181M $469.06 $4M +5,362 +1.4%
61 MU 0.35% 1,425,934 $176M $123.34 $49M -28,689 -2.0%
62 GD 0.34% 589,899 $172M $291.66 $69M +210,438 +55.5%
63 ORCL 0.33% 763,468 $167M $218.42 $61M +9,419 +1.2%
64 TRP 0.33% 3,386,513 $165M $48.79 -$25M -653,092 -16.2%
65 UEC 0.32% 24,206,003 $165M $6.80 $31M -3,682,914 -13.2%
66 EME 0.32% 302,293 $162M $534.85 $49M -3,216 -1.1%
67 SHOP 0.32% 1,394,631 $161M $115.34 $97M +723,851 +107.9%
68 LEU 0.32% 877,843 $161M $183.18 $98M -134,135 -13.2%
69 ZS 0.31% 503,207 $158M $313.95 $51M -35,859 -6.7%
70 NOC 0.31% 314,113 $157M $499.98 $55M +115,610 +58.2%
71 FTNT 0.31% 1,476,665 $156M $105.68 $8M -59,684 -3.9%
72 LHX 0.31% 618,350 $155M $250.84 $104M +376,499 +155.7%
73 CDE 0.31% 17,504,683 $155M $8.86 $48M -535,966 -3.0%
74 IBM 0.30% 520,943 $154M $294.68 $31M +27,451 +5.6%
75 CQP 0.30% 2,716,326 $152M $56.05 -$43M -237,349 -8.0%
76 AVAV 0.30% 531,122 $151M $284.89 $97M +74,636 +16.4%
77 SUN 0.30% 2,805,106 $150M $53.59 -$23M -173,103 -5.8%
78 TXN 0.29% 714,232 $148M $207.57 $8M -67,874 -8.7%
79 BKNG 0.28% 24,276 $141M $5,788.63 $15M -2,893 -10.7%
80 DT 0.27% 2,529,966 $140M $55.19 $25M +105,145 +4.3%
81 OR 0.27% 5,419,246 $139M $25.65 +5,419,246 NEW
82 SSRM 0.27% 10,881,004 $139M $12.74 $40M +1,053,472 +10.7%
83 STLD 0.26% 1,036,254 $133M $128.01 $1M -15,476 -1.5%
84 ADI 0.26% 554,861 $132M $237.94 $42M +107,509 +24.0%
85 TSM 0.26% 578,359 $131M $226.53 $36M +8,302 +1.5%
86 TRMB 0.26% 1,720,132 $131M $75.97 $17M -18,013 -1.0%
87 PEP 0.26% 986,648 $130M $132.04 -$52M -228,995 -18.8%
88 INTC 0.25% 5,771,106 $129M $22.42 -$5M -157,099 -2.6%
89 USAC 0.25% 5,305,265 $129M $24.31 $3M +654,001 +14.1%
90 JPM 0.25% 432,511 $125M $289.91 $45M +105,703 +32.3%
91 FTV 0.25% 2,373,706 $125M $52.68 -$51M -27,133 -1.1%
92 DTM 0.24% 1,130,917 $124M $109.91 $5M -105,883 -8.6%
93 AMGN 0.24% 442,851 $124M $279.19 -$26M -37,607 -7.8%
94 BABA 0.24% 1,062,341 $120M $113.42 -$13M +56,059 +5.6%
95 AMAT 0.24% 654,667 $120M $183.05 $2M -156,774 -19.3%
96 HON 0.24% 514,066 $120M $232.88 -$177K -52,131 -9.2%
97 PEGA 0.23% 2,187,558 $118M $54.13 $43M +1,100,733 +101.3%
98 PBA 0.23% 3,105,188 $116M $37.51 -$17M -223,934 -6.7%
99 PNR 0.23% 1,127,279 $116M $102.66 $16M -13,515 -1.2%
100 UBER 0.22% 1,223,754 $114M $93.27 $27M +21,543 +1.8%

New Positions

SymbolValue% Port
OR $139M 0.27%
SAIL $64M 0.13%
RBRK $62M 0.12%
RAL $37M 0.07%
AMTM $33M 0.06%
NAK $17M 0.03%
ASM $15M 0.03%
NOAH $14M 0.03%
CPA $13M 0.03%
GLXY $12M 0.02%
DEA $12M 0.02%
GES $12M 0.02%
USAS $11M 0.02%
FYBR $8M 0.02%
NDIA $6M 0.01%

Sold Out Positions

SymbolValue% Port
ANRO —%
LII —%
KKR —%
RMD —%
JCI —%
SPCE —%
NREF —%
ONL —%
SRI —%
HDB —%
BCC —%
WHR —%
BZH —%
TS —%
GEO —%
View SEC EDGAR Filings for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms