MML Investors Services
MUFG icon

MML Investors Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

MML Investors Services’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
Q2 		$8.83M Buy
444,108
+69,943
+19% +$1.32M 0.02% 694
2026
Q1 		$6.35M Sell
374,165
-51,117
-12% -$910K 0.02% 706
2025
Q4 		$6.74M Buy
425,282
+69,737
+20% +$1.08M 0.02% 728
2025
Q3 		$5.67M Buy
355,545
+8,082
+2% +$120K 0.02% 769
2025
Q2 		$4.77M Buy
347,463
+12,092
+4% +$156K 0.01% 809
2025
Q1 		$4.57M Buy
335,371
+88,681
+36% +$1.14M 0.02% 763
2024
Q4 		$2.89M Buy
246,690
+109,625
+80% +$1.23M 0.01% 942
2024
Q3 		$1.4M Buy
137,065
+4,135
+3% +$43.6K 0.01% 1293
2024
Q2 		$1.44M Sell
132,930
-5,729
-4% -$58.1K 0.01% 1199
2024
Q1 		$1.42M Buy
138,659
+5,724
+4% +$55.4K 0.01% 1222
2023
Q4 		$1.15M Buy
132,935
+13,892
+12% +$117K 0.01% 1268
2023
Q3 		$1.01M Buy
119,043
+33,415
+39% +$267K 0.01% 1214
2023
Q2 		$631K Sell
85,628
-2,731
-3% -$18.2K ﹤0.01% 1486
2023
Q1 		$565K Sell
88,359
-8,358
-9% -$58.5K ﹤0.01% 1352
2022
Q4 		$645K Sell
96,717
-170
-0.2% -$880 ﹤0.01% 1365
2022
Q3 		$436K Sell
96,887
-21,475
-18% -$112K ﹤0.01% 1494
2022
Q2 		$632K Buy
118,362
+25,826
+28% +$149K ﹤0.01% 1291
2022
Q1 		$573K Buy
92,536
+3,348
+4% +$20.8K ﹤0.01% 1382
2021
Q4 		$487K Sell
89,188
-9,560
-10% -$53.8K ﹤0.01% 1431
2021
Q3 		$586K Buy
98,748
+13,806
+16% +$76.7K ﹤0.01% 1268
2021
Q2 		$460K Buy
84,942
+7,700
+10% +$42.8K ﹤0.01% 1373
2021
Q1 		$416K Buy
77,242
+9,678
+14% +$49.9K ﹤0.01% 1349
2020
Q4 		$299K Sell
67,564
-937
-1% -$3.98K ﹤0.01% 1391
2020
Q3 		$275K Buy
68,501
+2,583
+4% +$10.4K ﹤0.01% 1338
2020
Q2 		$259K Buy
65,918
+11,488
+21% +$45.5K ﹤0.01% 1289
2020
Q1 		$199K Buy
54,430
+8,378
+18% +$39.9K ﹤0.01% 1276
2019
Q4 		$250K Buy
46,052
+11,169
+32% +$58.9K ﹤0.01% 1326
2019
Q3 		$177K Sell
34,883
-3,817
-10% -$18.7K ﹤0.01% 1412
2019
Q2 		$184K Buy
38,700
+3,475
+10% +$16.7K ﹤0.01% 1523
2019
Q1 		$174K Buy
35,225
+8,504
+32% +$44.2K ﹤0.01% 1514
2018
Q4 		$130K Sell
26,721
-348
-1% -$1.97K ﹤0.01% 1443
2018
Q3 		$168K Buy
27,069
+15,256
+129% +$92K ﹤0.01% 1530
2018
Q2 		$67K Buy
11,813
+1,700
+17% +$10.8K ﹤0.01% 1337
2018
Q1 		$67K Sell
10,113
-7,495
-43% -$54.6K ﹤0.01% 1344
2017
Q4 		$128K Buy
17,608
+6,918
+65% +$47.2K ﹤0.01% 1352
2017
Q3 		$69K Buy
+10,690
New +$67.5K ﹤0.01% 1291

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

MML Investors Services's MUFG Position: Q2 2026 in Review

MML Investors Services increased its Mitsubishi UFJ Financial (MUFG) stake by 19% in Q2 2026, buying an estimated $1.32M and bringing the position to 444,108 shares worth $8.83M. The position accounts for 0.02% of the portfolio, ranked #694.

MML Investors Services first reported a position in MUFG in Q3 2017 and has held it in 36 quarters since. 332 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • MML Investors Services held 444,108 shares of Mitsubishi UFJ Financial worth $8.83M as of Q2 2026.
  • MML Investors Services bought 69,943 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $1.32M.
  • Mitsubishi UFJ Financial made up 0.02% of MML Investors Services's portfolio in Q2 2026, its #694 holding.
  • MML Investors Services first reported a position in Mitsubishi UFJ Financial in Q3 2017 and has held it in 36 quarters since.
  • 332 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.