Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Sumitomo Mitsui Trust Group’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 		$2.56M Sell
151,106
-25,993
-15% -$463K ﹤0.01% 767
2025
Q4 		$2.81M Buy
177,099
+20,686
+13% +$320K ﹤0.01% 770
2025
Q3 		$2.49M Buy
156,413
+72,183
+86% +$1.07M ﹤0.01% 779
2025
Q2 		$1.16M Buy
+84,230
New +$1.09M ﹤0.01% 842

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

Sumitomo Mitsui Trust Group's MUFG Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Mitsubishi UFJ Financial (MUFG) stake by 15% in Q1 2026, selling an estimated $463K and leaving 151,106 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Sumitomo Mitsui Trust Group first reported a position in MUFG in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.81M in Q4 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 151,106 shares of Mitsubishi UFJ Financial worth $2.56M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 25,993 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $463K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #767 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Mitsubishi UFJ Financial in Q2 2025 and has held it in 4 quarters since.
  • Sumitomo Mitsui Trust Group's Mitsubishi UFJ Financial position peaked at $2.81M in Q4 2025.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.