13F value (AUM)
$45.7B
Mitsubishi Ufj Trust & Banking
MITSUBISHI UFJ TRUST & BANKING CORP
$45.7B
13F long value · 2026-Q2Positions1541
CategoryAsset Manager
Quarters tracked9
▲ #196 of 581 by 13F value
Size rank 7/10
7 NEW94 ADD54 2×+204 TRIM108 NEAR EXIT4 EXIT
Snapshot
Mitsubishi Ufj Trust & Banking's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
1541 (123 unmapped)
Top 100 weight
66.8%
Quarters tracked
9
Latest 13F filed
Aug 6, 2026
New positions
7
Exits / near-exits
112
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 66.8% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORP. | 5.4% | $2.5B | 12.4M | +15.4% |
| AAPL | APPLE INC | 4.9% | $2.3B | 7.8M | +14.2% |
| MSFT | MICROSOFT CORP | 3.2% | $1.5B | 3.9M | +37.5% |
| AMZN | AMAZON.COM INC. | 3.0% | $1.4B | 5.7M | +4.1% |
| GOOGL | ALPHABET INC/CA-CL A | 2.5% | $1.2B | 3.2M | -5.4% |
| AVGO | BROADCOM INC | 2.1% | $937.9M | 2.5M | -8.1% |
| GOOG | ALPHABET INC/CA-CL C | 2.0% | $897.8M | 2.5M | -1.4% |
| META | META PLATFORMS INC-A | 1.6% | $739.0M | 1.3M | +28.9% |
| MU | MICRON TECHNOLOGY | 1.4% | $661.2M | 572.9K | -54.6% |
| TSLA | TESLA INC | 1.2% | $557.7M | 1.3M | -15.8% |
| LLY | ELI LILLY AND COMPAN | 1.2% | $538.4M | 448.8K | -27.6% |
| AMD | ADVANCED MICRO | 1.0% | $461.8M | 795.0K | +6.0% |
| JPM | JPMORGAN CHASE & CO | 1.0% | $450.6M | 1.4M | +1.8% |
| JNJ | JOHNSON & JOHNSON | 0.9% | $427.8M | 1.7M | +1.9% |
| V | VISA INC-CL A SHARES | 0.9% | $394.6M | 1.2M | +4.9% |
Quarterly changes — 2026-Q2
What Mitsubishi Ufj Trust & Banking opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| NEAR EXIT | D | DOMINION ENERGY INC | 2.8M | 405.1K | -85.7% | -$148.0M |
| 2×+ | CCI | CROWN CASTLE INC | 175.6K | 1.9M | +961.2% | +$126.8M |
| NEW | GFL | GFL ENVIRONMENTAL INC | — | 3.1M | — | +$112.5M |
| 2×+ | RSG | REPUBLIC SERVICES | 214.9K | 704.4K | +227.8% | +$103.0M |
| ADD | NEE | NEXTERA ENERGY INC. | 3.1M | 4.2M | +33.8% | +$76.4M |
| NEW | SPCX | SPACE EXPLORATION TE | — | 356.7K | — | +$60.9M |
| TRIM | EQIX | EQUINIX INC | 125.8K | 68.7K | -45.4% | -$51.7M |
| TRIM | AMT | AMERICAN TOWER CORP | 513.7K | 281.8K | -45.1% | -$42.6M |
| TRIM | HON | HONEYWELL INTL INC. | 329.2K | 157.2K | -52.3% | -$39.2M |
| NEW | HONA | HONEYWELL AEROSPACE | — | 156.4K | — | +$34.6M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.