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Mitsubishi UFJ Asset Management

Mitsubishi UFJ Asset Management Portfolio holdings

AUM $180B
1-Year Est. Return 37.51%
This Fund
S&P 500
This Quarter Est. Return
-1.71%
1 Year Est. Return
+37.51%
3 Year Est. Return
+115.4%
5 Year Est. Return
+142.39%
10 Year Est. Return
+552.78%
AUM
$109B
AUM Growth
+$5.35B
Cap. Flow
+$10.5B
Cap. Flow %
9.71%
Top 10 Hldgs %
29.78%
Holding
1,617
New
23
Increased
851
Reduced
153
Closed
16

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$666M
2
AAPL icon
Apple
AAPL
+$647M
3
NVDA icon
NVIDIA
NVDA
+$607M
4
AMZN icon
Amazon
AMZN
+$435M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$387M

Top Sells

Rank Stock Value
1
STZ icon
Constellation Brands
STZ
+$343M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$111M
3
ABT icon
Abbott
ABT
+$104M
4
IQV icon
IQVIA
IQV
+$99.3M
5
AZO icon
AutoZone
AZO
+$79.3M

Sector Composition

Rank Sector Weight
1 Technology 29.61%
2 Financials 15.96%
3 Healthcare 12.47%
4 Consumer Discretionary 9.91%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LIN icon
51
Linde
LIN
$227B
$416M 0.38%
894,403
+95,745
+12% +$43.1M
BR icon
52
Broadridge
BR
$19.8B
$410M 0.38%
1,689,607
+39,846
+2% +$9.38M
CAT icon
53
Caterpillar
CAT
$385B
$390M 0.36%
1,181,849
+99,940
+9% +$35.6M
PEP icon
54
PepsiCo
PEP
$188B
$390M 0.36%
2,598,924
+280,820
+12% +$41.8M
ISRG icon
55
Intuitive Surgical
ISRG
$139B
$387M 0.36%
781,986
+77,051
+11% +$42.6M
GE icon
56
GE Aerospace
GE
$380B
$383M 0.35%
1,915,569
+196,126
+11% +$38.6M
AXP icon
57
American Express
AXP
$229B
$374M 0.34%
1,390,625
+131,995
+10% +$39M
RVTY icon
58
Revvity
RVTY
$12.9B
$364M 0.34%
3,444,645
+62,307
+2% +$7.19M
T icon
59
AT&T
T
$165B
$362M 0.33%
12,799,511
+1,398,749
+12% +$35.2M
JNK icon
60
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.3B
$354M 0.33%
3,723,655
+360,678
+11% +$34.7M
AMGN icon
61
Amgen
AMGN
$226B
$348M 0.32%
1,118,072
+106,665
+11% +$31.5M
VZ icon
62
Verizon
VZ
$195B
$346M 0.32%
7,633,936
+816,721
+12% +$34M
IQV icon
63
IQVIA
IQV
$39.8B
$340M 0.31%
1,926,911
-511,815
-21% -$99.3M
PLTR icon
64
Palantir
PLTR
$421B
$339M 0.31%
4,020,664
+483,245
+14% +$42.4M
DIS icon
65
Walt Disney
DIS
$178B
$339M 0.31%
3,436,890
+350,750
+11% +$37.7M
NOW icon
66
ServiceNow
NOW
$132B
$339M 0.31%
2,126,880
+279,800
+15% +$53.9M
QCOM icon
67
Qualcomm
QCOM
$170B
$324M 0.3%
2,106,456
+209,483
+11% +$34.1M
INTU icon
68
Intuit
INTU
$91.5B
$319M 0.29%
519,725
+55,074
+12% +$33.1M
RTX icon
69
RTX Corp
RTX
$302B
$318M 0.29%
2,399,993
+278,298
+13% +$35.3M
AMD icon
70
Advanced Micro Devices
AMD
$767B
$313M 0.29%
3,046,364
+330,775
+12% +$36.8M
HON icon
71
Honeywell
HON
$77B
$313M 0.29%
1,566,812
+165,159
+12% +$33.4M
ADBE icon
72
Adobe
ADBE
$109B
$312M 0.29%
812,760
+83,239
+11% +$35.7M
LQD icon
73
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
$297M 0.27%
2,729,805
+59,020
+2% +$6.36M
PGR icon
74
Progressive
PGR
$124B
$296M 0.27%
1,045,618
+112,176
+12% +$29.3M
TJX icon
75
TJX Companies
TJX
$175B
$295M 0.27%
2,418,454
+227,911
+10% +$27.7M
1 2
3
4 5

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Mitsubishi UFJ Asset Management's Q1 2025 Portfolio in Review

As of Q1 2025, Mitsubishi UFJ Asset Management held 1,617 positions worth $109B, up 5.2% from $103B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Mitsubishi UFJ Asset Management deployed $10.5B of net new capital in Q1 2025, opening 23 new positions and adding to 851 existing holdings. Its largest new stake was Rigetti Computing: 387,420 shares worth $3.07M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 32% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Constellation Brands, an estimated $343M trimmed.

  • Mitsubishi UFJ Asset Management's largest Q1 2025 buy was Rigetti Computing: 387,420 shares worth $3.07M.
  • Mitsubishi UFJ Asset Management added most to Microsoft in Q1 2025, an estimated $666M increase.
  • Mitsubishi UFJ Asset Management's biggest Q1 2025 reduction was Constellation Brands, cutting an estimated $343M.
  • Mitsubishi UFJ Asset Management fully exited Aspen Technology Inc in Q1 2025, selling an estimated $4.82M.
  • Mitsubishi UFJ Asset Management's ten largest holdings make up 30% of its $109B portfolio in Q1 2025.
  • Mitsubishi UFJ Asset Management opened 23 new positions and closed 16 in Q1 2025.
  • Mitsubishi UFJ Asset Management's portfolio value rose 5.2% quarter-over-quarter to $109B.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q1 2025, filed 12 May 2025.