Madison Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Madison 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	$2.71M	Buy	159,836 +10,266	+7%	+$183K	0.03%	222
2025 Q4	$2.37M	Sell	149,570 -7,395	-5%	-$114K	0.03%	225
2025 Q3	$2.5M	Sell	156,965 -3,742	-2%	-$55.4K	0.03%	222
2025 Q2	$2.2M	Sell	160,707 -1,331	-0.8%	-$17.2K	0.02%	227
2025 Q1	$2.21M	Sell	162,038 -11,766	-7%	-$152K	0.02%	229
2024 Q4	$2.04M	Buy	173,804 +1,826	+1%	+$20.5K	0.02%	242
2024 Q3	$1.75M	Buy	+171,978	New	+$1.82M	0.02%	263

Other funds holding MUFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Madison Asset Management's MUFG Position: Q1 2026 in Review

Madison Asset Management increased its Mitsubishi UFJ Financial (MUFG) stake by 6.9% in Q1 2026, buying an estimated $183K and bringing the position to 159,836 shares worth $2.71M. The position accounts for 0.03% of the portfolio, ranked #222.

Madison Asset Management first reported a position in MUFG in Q3 2024 and has held it in 7 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Madison Asset Management held 159,836 shares of Mitsubishi UFJ Financial worth $2.71M as of Q1 2026.
Madison Asset Management bought 10,266 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $183K.
Mitsubishi UFJ Financial made up 0.03% of Madison Asset Management's portfolio in Q1 2026, its #222 holding.
Madison Asset Management first reported a position in Mitsubishi UFJ Financial in Q3 2024 and has held it in 7 quarters since.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.