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Thornburg Investment Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Thornburg Investment 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
Q1 		$18.3M Buy
1,077,231
+49,589
+5% +$883K 0.19% 51
2025
Q4 		$16.3M Sell
1,027,642
-78,975
-7% -$1.22M 0.21% 62
2025
Q3 		$17.6M Buy
1,106,617
+25,501
+2% +$378K 0.23% 63
2025
Q2 		$14.8M Buy
1,081,116
+25,744
+2% +$333K 0.19% 67
2025
Q1 		$144M Sell
1,055,372
-161,729
-13% -$2.08M 0.2% 67
2024
Q4 		$14.3M Buy
1,217,101
+100,647
+9% +$1.13M 0.19% 78
2024
Q3 		$11.4M Buy
1,116,454
+10,526
+1% +$111K 0.15% 93
2024
Q2 		$12M Buy
1,105,928
+670,787
+154% +$6.8M 0.17% 88
2024
Q1 		$4.45M Sell
435,141
-6,276
-1% -$60.7K 0.06% 161
2023
Q4 		$3.83M Buy
441,417
+222,985
+102% +$1.88M 0.06% 156
2023
Q3 		$1.85M Buy
+218,432
New +$1.74M 0.03% 166
2022
Q3 		– Sell
-1,396,191
Closed -$7.46M – 210
2022
Q2 		$7.46M Sell
1,396,191
-5,015
-0.4% -$28.9K 0.11% 131
2022
Q1 		$8.67M Sell
1,401,206
-974,135
-41% -$6.05M 0.11% 133
2021
Q4 		$13M Buy
2,375,341
+196,288
+9% +$1.11M 0.15% 119
2021
Q3 		$12.9M Sell
2,179,053
-16,693
-0.8% -$92.7K 0.16% 120
2021
Q2 		$11.9M Buy
2,195,746
+33,143
+2% +$184K 0.14% 126
2021
Q1 		$11.6M Buy
2,162,603
+1,050,903
+95% +$5.42M 0.14% 120
2020
Q4 		$4.92M Buy
+1,111,700
New +$4.72M 0.06% 159
2018
Q2 		– Sell
-535
Closed -$4K – 235
2018
Q1 		$4K Buy
+535
New +$3.9K ﹤0.01% 229
2017
Q4 		– Sell
-1,283,889
Closed -$8.27M – 251
2017
Q3 		$8.27M Sell
1,283,889
-4,100,311
-76% -$25.9M 0.06% 198
2017
Q2 		$36.3M Buy
5,384,200
+700,666
+15% +$4.46M 0.28% 85
2017
Q1 		$29.7M Buy
4,683,534
+2,027,302
+76% +$13.3M 0.24% 86
2016
Q4 		$16.4M Sell
2,656,232
-155,399
-6% -$883K 0.13% 139
2016
Q3 		$14.2M Buy
+2,811,631
New +$14.2M 0.11% 154
2016
Q1 		– Sell
-535
Closed -$3K – 277
2015
Q4 		$3K Buy
+535
New +$3.46K ﹤0.01% 289
2014
Q4 		– Sell
-5,242,631
Closed -$29.4M – 314
2014
Q3 		$29.4M Sell
5,242,631
-6,165,210
-54% -$36M 0.13% 166
2014
Q2 		$70.2M Sell
11,407,841
-3,805,446
-25% -$21.5M 0.28% 113
2014
Q1 		$84.3M Sell
15,213,287
-3,366,316
-18% -$20.1M 0.33% 103
2013
Q4 		$124M Sell
18,579,603
-1,358,688
-7% -$8.71M 0.47% 63
2013
Q3 		$128M Sell
19,938,291
-2,244,262
-10% -$14.3M 0.52% 53
2013
Q2 		$138M Buy
+22,182,553
New +$142M 0.63% 37

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

Thornburg Investment Management's MUFG Position: Q1 2026 in Review

Thornburg Investment Management increased its Mitsubishi UFJ Financial (MUFG) stake by 4.8% in Q1 2026, buying an estimated $883K and bringing the position to 1,077,231 shares worth $18.3M. The position accounts for 0.19% of the portfolio, ranked #51.

Thornburg Investment Management first reported a position in MUFG in Q2 2013 and has held it in 31 quarters since. The position peaked at $144M in Q1 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Thornburg Investment Management held 1,077,231 shares of Mitsubishi UFJ Financial worth $18.3M as of Q1 2026.
  • Thornburg Investment Management bought 49,589 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $883K.
  • Mitsubishi UFJ Financial made up 0.19% of Thornburg Investment Management's portfolio in Q1 2026, its #51 holding.
  • Thornburg Investment Management first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 31 quarters since.
  • Thornburg Investment Management's Mitsubishi UFJ Financial position peaked at $144M in Q1 2025.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Thornburg Investment Management's 13F filing for Q1 2026, filed 12 May 2026.