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Mitsubishi UFJ Trust & Banking

Mitsubishi UFJ Trust & Banking Portfolio holdings

AUM $45.7B
1-Year Est. Return 34.08%
This Fund
S&P 500
This Quarter Est. Return
+2.71%
1 Year Est. Return
+34.08%
3 Year Est. Return
+112.17%
5 Year Est. Return
+140.28%
10 Year Est. Return
+580.66%
AUM
$42.1B
AUM Growth
-$3.44B
Cap. Flow
-$3.7B
Cap. Flow %
-8.78%
Top 10 Hldgs %
28.68%
Holding
1,175
New
72
Increased
357
Reduced
638
Closed
87

Top Buys

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$189M
2
UNP icon
Union Pacific
UNP
+$107M
3
YMM icon
Full Truck Alliance
YMM
+$83.7M
4
PDD icon
Pinduoduo
PDD
+$80M
5
AMT icon
American Tower
AMT
+$50.2M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$198M
2
NSC icon
Norfolk Southern
NSC
+$186M
3
AAPL icon
Apple
AAPL
+$179M
4
MSFT icon
Microsoft
MSFT
+$150M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$83.4M

Sector Composition

Rank Sector Weight
1 Technology 28.95%
2 Consumer Discretionary 12.22%
3 Financials 11.68%
4 Communication Services 10.14%
5 Healthcare 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALV icon
701
Autoliv
ALV
$8.92B
$3.63M 0.01%
30,545
+2,226
+8% +$266K
WIX icon
702
WIX.com
WIX
$2.61B
$3.59M 0.01%
34,539
+10,656
+45% +$1.29M
WFRD icon
703
Weatherford International
WFRD
$6.66B
$3.55M 0.01%
45,352
+15,212
+50% +$1.1M
VMI icon
704
Valmont Industries
VMI
$9.5B
$3.53M 0.01%
8,783
-566
-6% -$230K
UNM icon
705
Unum
UNM
$14.5B
$3.43M 0.01%
44,221
-82,921
-65% -$6.34M
CRUS icon
706
Cirrus Logic
CRUS
$6.11B
$3.38M 0.01%
28,549
+1,972
+7% +$243K
UNFI icon
707
United Natural Foods
UNFI
$2.8B
$3.38M 0.01%
100,388
-4,476
-4% -$166K
ESRT icon
708
Empire State Realty Trust
ESRT
$802M
$3.37M 0.01%
516,893
-859,237
-62% -$6.13M
MAN icon
709
ManpowerGroup
MAN
$2.63B
$3.36M 0.01%
112,860
+6,872
+6% +$215K
FMX icon
710
Fomento Económico Mexicano
FMX
$40.9B
$3.35M 0.01%
33,163
+2,097
+7% +$204K
SNEX icon
711
StoneX
SNEX
$7.81B
$3.3M 0.01%
77,965
+6,586
+9% +$276K
DINO icon
712
HF Sinclair
DINO
$15.2B
$3.29M 0.01%
71,414
+8,255
+13% +$426K
HRB icon
713
H&R Block
HRB
$5.82B
$3.29M 0.01%
75,473
+37,998
+101% +$1.78M
CNH
714
CNH Industrial
CNH
$16.9B
$3.29M 0.01%
356,407
-3,164
-0.9% -$31.6K
GT icon
715
Goodyear
GT
$1.74B
$3.27M 0.01%
373,078
+13,339
+4% +$105K
ADNT icon
716
Adient
ADNT
$1.44B
$3.27M 0.01%
170,416
-34,869
-17% -$734K
BC icon
717
Brunswick
BC
$5.21B
$3.24M 0.01%
43,667
-11,935
-21% -$809K
EWBC icon
718
East-West Bancorp
EWBC
$18.1B
$3.22M 0.01%
28,684
-2,847
-9% -$302K
FBP icon
719
First Bancorp
FBP
$4.42B
$3.21M 0.01%
154,741
-197,868
-56% -$4.08M
LBTYA icon
720
Liberty Global Class A
LBTYA
$3.46B
$3.19M 0.01%
286,009
-20,032
-7% -$222K
NSA
721
DELISTED
National Storage Affiliates Trust
NSA
$3.12M 0.01%
110,619
-7,857
-7% -$234K
FHN icon
722
First Horizon
FHN
$12B
$3.1M 0.01%
129,752
+67,588
+109% +$1.51M
PRCT icon
723
Procept Biorobotics
PRCT
$1.24B
$3.08M 0.01%
97,857
-3,596
-4% -$119K
BTU icon
724
Peabody Energy
BTU
$3B
$3.07M 0.01%
103,501
+46,843
+83% +$1.38M
ARE icon
725
Alexandria Real Estate Equities
ARE
$8.32B
$3.05M 0.01%
62,239
-24,771
-28% -$1.46M
27 28
29
30 31

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Mitsubishi UFJ Trust & Banking's Q4 2025 Portfolio in Review

As of Q4 2025, Mitsubishi UFJ Trust & Banking held 1,175 positions worth $42.1B, down 7.5% from $45.5B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Mitsubishi UFJ Trust & Banking withdrew a net $3.7B in Q4 2025, closing 87 positions and reducing 638 holdings. Its most notable exit was Invesco QQQ Trust, an estimated $58.7M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 30% a quarter earlier, followed by Consumer Discretionary and Financials.

Against the trend, Mitsubishi UFJ Trust & Banking opened a new position in iShares TIPS Bond ETF worth $187K.

  • Mitsubishi UFJ Trust & Banking's largest Q4 2025 buy was iShares TIPS Bond ETF: 1,700,000 shares worth $187K.
  • Mitsubishi UFJ Trust & Banking added most to Union Pacific in Q4 2025, an estimated $107M increase.
  • Mitsubishi UFJ Trust & Banking's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $198M.
  • Mitsubishi UFJ Trust & Banking fully exited Invesco QQQ Trust in Q4 2025, selling an estimated $58.7M.
  • Mitsubishi UFJ Trust & Banking's ten largest holdings make up 29% of its $42.1B portfolio in Q4 2025.
  • Mitsubishi UFJ Trust & Banking opened 72 new positions and closed 87 in Q4 2025.
  • Mitsubishi UFJ Trust & Banking's portfolio value fell 7.5% quarter-over-quarter to $42.1B.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q4 2025, filed 30 Jan 2026.