Swiss Life Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Swiss Life Asset Management’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	$583K	Sell	29,310 -2,561	-8%	-$48.2K	﹤0.01%	887
2026 Q1	$541K	Sell	31,871 -16,530	-34%	-$294K	﹤0.01%	835
2025 Q4	$768K	Sell	48,401 -3,509	-7%	-$54.3K	﹤0.01%	687
2025 Q3	$827K	Sell	51,910 -7,822	-13%	-$116K	﹤0.01%	643
2025 Q2	$820K	Sell	59,732 -1,062	-2%	-$13.7K	﹤0.01%	636
2025 Q1	$829K	Buy	+60,794	New	+$783K	0.01%	629

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Swiss Life Asset Management's MUFG Position: Q2 2026 in Review

Swiss Life Asset Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 8% in Q2 2026, selling an estimated $48.2K and leaving 29,310 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Swiss Life Asset Management first reported a position in MUFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $829K in Q1 2025. 438 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Swiss Life Asset Management held 29,310 shares of Mitsubishi UFJ Financial worth $583K as of Q2 2026.
Swiss Life Asset Management sold 2,561 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $48.2K.
Mitsubishi UFJ Financial made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #887 holding.
Swiss Life Asset Management first reported a position in Mitsubishi UFJ Financial in Q1 2025 and has held it in 6 quarters since.
Swiss Life Asset Management's Mitsubishi UFJ Financial position peaked at $829K in Q1 2025.
438 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.