13F value (AUM)
$180.4B
Mitsubishi Ufj Asset Management Co.
MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD.
$180.4B
13F long value · 2026-Q2Positions1659
CategoryAsset Manager
Quarters tracked9
▲ #68 of 581 by 13F value
Size rank 9/10
7 NEW107 ADD90 2×+90 TRIM23 NEAR EXIT3 EXIT
Snapshot
Mitsubishi Ufj Asset Management Co.'s 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
1659 (126 unmapped)
Top 100 weight
73.8%
Quarters tracked
9
Latest 13F filed
Aug 7, 2026
New positions
7
Exits / near-exits
26
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 73.8% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.6% | $11.9B | 59.3M | +17.7% |
| AAPL | APPLE INC | 5.9% | $10.6B | 36.6M | +15.0% |
| MSFT | MICROSOFT CORP | 4.2% | $7.5B | 20.2M | +39.4% |
| AMZN | AMAZON COM INC | 3.7% | $6.6B | 27.8M | +6.1% |
| GOOGL | ALPHABET INC | 3.5% | $6.3B | 17.7M | -4.1% |
| AVGO | BROADCOM INC | 2.5% | $4.5B | 11.8M | -7.7% |
| GOOG | ALPHABET INC | 2.3% | $4.2B | 11.8M | -1.4% |
| MU | MICRON TECHNOLOGY INC | 1.8% | $3.3B | 2.9M | -54.6% |
| META | META PLATFORMS INC | 1.7% | $3.1B | 5.5M | +29.8% |
| TSLA | TESLA INC | 1.7% | $3.0B | 7.1M | -12.8% |
| V | VISA INC | 1.3% | $2.4B | 7.1M | +4.2% |
| AMD | ADVANCED MICRO DEVICES INC | 1.3% | $2.4B | 4.2M | +9.2% |
| LLY | ELI LILLY & CO | 1.3% | $2.4B | 2.0M | -27.6% |
| JPM | JPMORGAN CHASE & CO | 1.2% | $2.2B | 6.6M | +2.0% |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.1% | $2.0B | 3.9M | -5.5% |
Quarterly changes — 2026-Q2
What Mitsubishi Ufj Asset Management Co. opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| 2×+ | MRVL | MARVELL TECHNOLOGY INC | 988.4K | 2.2M | +121.8% | +$555.1M |
| TRIM | ZTS | ZOETIS INC | 4.2M | 1.1M | -74.8% | -$424.8M |
| 2×+ | MCK | MCKESSON CORP | 278.5K | 656.1K | +135.6% | +$254.8M |
| 2×+ | FERG | FERGUSON ENTERPRISES INC | 225.5K | 1.1M | +391.9% | +$210.5M |
| NEW | HONA | HONEYWELL AEROSPACE INC | — | 930.0K | — | +$205.7M |
| TRIM | HON | HONEYWELL INTL INC | 1.8M | 930.0K | -47.3% | -$190.9M |
| TRIM | AJG | GALLAGHER ARTHUR J & CO | 1.3M | 625.0K | -52.0% | -$138.4M |
| TRIM | BR | BROADRIDGE FINL SOLUTIONS IN | 984.6K | 291.2K | -70.4% | -$120.1M |
| 2×+ | — | FLEX LTD | 399.1K | 892.3K | +123.6% | +$118.5M |
| NEW | SPCX | SPACE EXPLORATION TECHN CORP | — | 670.3K | — | +$114.5M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.