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J. Safra Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

J. Safra Asset Management’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
Q1 		$381K Buy
+22,426
New +$399K 0.02% 179
2016
Q4 		– Sell
-16,897
Closed -$85K – 97
2016
Q3 		$85K Hold
16,897
– – 0.15% 37
2016
Q2 		$75K Buy
+16,897
New +$79.9K 0.12% 76

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

J. Safra Asset Management's MUFG Position: Q1 2026 in Review

J. Safra Asset Management opened a new position in Mitsubishi UFJ Financial (MUFG) in Q1 2026: 22,426 shares worth $381K. The stake represents 0.02% of the portfolio and ranks #179 among its holdings. This is a return to the name: J. Safra Asset Management previously reported a position in MUFG as recently as Q3 2016.

J. Safra Asset Management first reported a position in MUFG in Q2 2016 and has held it in 3 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • J. Safra Asset Management held 22,426 shares of Mitsubishi UFJ Financial worth $381K as of Q1 2026.
  • Mitsubishi UFJ Financial was a new J. Safra Asset Management position in Q1 2026.
  • Mitsubishi UFJ Financial made up 0.02% of J. Safra Asset Management's portfolio in Q1 2026, its #179 holding.
  • J. Safra Asset Management first reported a position in Mitsubishi UFJ Financial in Q2 2016 and has held it in 3 quarters since.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.