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AlTi Global’s Mitsubishi UFJ Financial MUFG Stock Holding History

AlTi Global’s Portfolio MUFG Stock Details MUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$459K Buy
23,091
+220
+1% +$4.14K 0.01% 373
2026
Q1 		$388K Buy
22,871
+11,383
+99% +$203K 0.01% 336
2025
Q4 		$182K Buy
+11,488
New +$178K ﹤0.01% 440

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AlTi Global's MUFG Position: Q2 2026 in Review

AlTi Global increased its Mitsubishi UFJ Financial (MUFG) stake by 0.96% in Q2 2026, buying an estimated $4.14K and bringing the position to 23,091 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #373.

AlTi Global first reported a position in MUFG in Q4 2025 and has held it in 3 quarters since. 332 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • AlTi Global held 23,091 shares of Mitsubishi UFJ Financial worth $459K as of Q2 2026.
  • AlTi Global bought 220 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $4.14K.
  • Mitsubishi UFJ Financial made up 0.01% of AlTi Global's portfolio in Q2 2026, its #373 holding.
  • AlTi Global first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 3 quarters since.
  • 332 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.