CIBC Private Wealth Group
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CIBC Private Wealth Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$190K Buy
11,986
+5,140
+75% +$79.5K ﹤0.01% 1217
2025
Q3 		$109K Sell
6,846
-3,719
-35% -$55.1K ﹤0.01% 1452
2025
Q2 		$145K Buy
10,565
+6,198
+142% +$80.1K ﹤0.01% 1245
2025
Q1 		$47.1K Sell
4,367
-3,497
-44% -$45K ﹤0.01% 1648
2024
Q4 		$95K Hold
7,864
– – ﹤0.01% 1438
2024
Q3 		$80.1K Buy
7,864
+1,944
+33% +$20.5K ﹤0.01% 1587
2024
Q2 		$66.3K Buy
5,920
+649
+12% +$6.58K ﹤0.01% 1565
2024
Q1 		$52.6K Buy
+5,271
New +$51K ﹤0.01% 1656
2022
Q3 		– Sell
-842
Closed -$4K – 1093
2022
Q2 		$4K Buy
+842
New +$4.85K ﹤0.01% 1128

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

CIBC Private Wealth Group's MUFG Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Mitsubishi UFJ Financial (MUFG) stake by 75% in Q4 2025, buying an estimated $79.5K and bringing the position to 11,986 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

CIBC Private Wealth Group first reported a position in MUFG in Q2 2022 and has held it in 9 quarters since. 530 funds tracked by Wall St. Rank hold MUFG as of Q4 2025.

  • CIBC Private Wealth Group held 11,986 shares of Mitsubishi UFJ Financial worth $190K as of Q4 2025.
  • CIBC Private Wealth Group bought 5,140 Mitsubishi UFJ Financial shares in Q4 2025, an estimated $79.5K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1217 holding.
  • CIBC Private Wealth Group first reported a position in Mitsubishi UFJ Financial in Q2 2022 and has held it in 9 quarters since.
  • 530 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.