Mercer Global Advisors
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Mercer Global Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Mercer Global Advisors’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 		$6.48M Buy
382,137
+25,765
+7% +$459K 0.01% 659
2025
Q4 		$5.66M Buy
356,372
+8,276
+2% +$128K 0.01% 675
2025
Q3 		$5.55M Sell
348,096
-19,240
-5% -$285K 0.01% 629
2025
Q2 		$5.04M Sell
367,336
-4,069
-1% -$52.6K 0.01% 564
2025
Q1 		$5.06M Buy
371,405
+39,527
+12% +$509K 0.01% 534
2024
Q4 		$3.89M Buy
331,878
+42,998
+15% +$483K 0.01% 611
2024
Q3 		$2.95M Buy
288,880
+9,032
+3% +$95.3K 0.01% 648
2024
Q2 		$3.02M Sell
279,848
-5,777
-2% -$58.6K 0.01% 591
2024
Q1 		$2.92M Buy
285,625
+25,277
+10% +$245K 0.01% 613
2023
Q4 		$2.24M Buy
260,348
+15,524
+6% +$131K 0.01% 708
2023
Q3 		$2.08M Buy
244,824
+142,793
+140% +$1.14M 0.01% 689
2023
Q2 		$752K Buy
102,031
+5,097
+5% +$33.9K ﹤0.01% 1054
2023
Q1 		$619K Sell
96,934
-25,482
-21% -$178K ﹤0.01% 1098
2022
Q4 		$817K Sell
122,416
-76,697
-39% -$397K ﹤0.01% 999
2022
Q3 		$896K Sell
199,113
-490,926
-71% -$2.56M 0.01% 884
2022
Q2 		$3.69M Buy
690,039
+32,158
+5% +$185K 0.02% 452
2022
Q1 		$4.07M Buy
657,881
+37,117
+6% +$231K 0.02% 443
2021
Q4 		$3.39M Buy
620,764
+61,068
+11% +$344K 0.02% 471
2021
Q3 		$3.32M Buy
559,696
+39,142
+8% +$217K 0.02% 459
2021
Q2 		$2.82M Buy
520,554
+15,525
+3% +$86.3K 0.02% 462
2021
Q1 		$2.72M Buy
505,029
+48,540
+11% +$250K 0.02% 441
2020
Q4 		$2.02M Sell
456,489
-3,989
-0.9% -$16.9K 0.03% 420
2020
Q3 		$1.85M Buy
460,478
+129,807
+39% +$524K 0.03% 407
2020
Q2 		$1.3M Buy
330,671
+79,471
+32% +$315K 0.02% 426
2020
Q1 		$919K Buy
251,200
+67,772
+37% +$323K 0.02% 498
2019
Q4 		$996K Buy
183,428
+14,917
+9% +$78.7K 0.02% 527
2019
Q3 		$856K Buy
168,511
+19,587
+13% +$96K 0.02% 534
2019
Q2 		$707K Buy
148,924
+8,665
+6% +$41.6K 0.02% 568
2019
Q1 		$694K Buy
+140,259
New +$729K 0.03% 526

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

Mercer Global Advisors's MUFG Position: Q1 2026 in Review

Mercer Global Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 7.2% in Q1 2026, buying an estimated $459K and bringing the position to 382,137 shares worth $6.48M. The position accounts for 0.01% of the portfolio, ranked #659.

Mercer Global Advisors first reported a position in MUFG in Q1 2019 and has held it in 29 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Mercer Global Advisors held 382,137 shares of Mitsubishi UFJ Financial worth $6.48M as of Q1 2026.
  • Mercer Global Advisors bought 25,765 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $459K.
  • Mitsubishi UFJ Financial made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #659 holding.
  • Mercer Global Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2019 and has held it in 29 quarters since.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.