Mitsubishi UFJ Trust & Banking

Mitsubishi UFJ Trust & Banking’s XP XP Stock Holding History

Mitsubishi UFJ Trust & Banking’s Portfolio XP Stock Details XP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.8M	Sell	726,300 -179,593	-20%	-$3.47M	0.03%	418
2025 Q4	$14.8M	Sell	905,893 -129,932	-13%	-$2.29M	0.04%	409
2025 Q3	$19.5M	Buy	1,035,825 +59,607	+6%	+$1.07M	0.04%	394
2025 Q2	$19.7M	Buy	976,218 +438,374	+82%	+$7.57M	0.05%	380
2025 Q1	$7.4M	Buy	537,844 +310,175	+136%	+$4.27M	0.02%	611
2024 Q4	$2.7M	Buy	227,669 +48,817	+27%	+$768K	0.01%	787
2024 Q3	$3.21M	Buy	178,852 +58,217	+48%	+$1.06M	0.01%	770
2024 Q2	$2.12M	Hold	120,635	–	–	0.01%	785
2024 Q1	$3.04M	Hold	120,635	–	–	0.01%	740
2023 Q4	$3.15M	Hold	120,635	–	–	0.01%	731
2023 Q3	$2.78M	Hold	120,635	–	–	0.01%	746
2023 Q2	$2.83M	Sell	120,635 -80,665	-40%	-$1.37M	0.01%	748
2023 Q1	$2.39M	Buy	201,300 +23,995	+14%	+$342K	0.01%	756
2022 Q4	$2.72M	Buy	177,305 +53,765	+44%	+$940K	0.01%	745
2022 Q3	$2.35M	Buy	+123,540	New	+$2.45M	0.01%	750

Other funds holding XP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return