MITSUBISHI UFJ FINANCIAL GROUP INCMITSUBISHI UFJ FINANCIAL GROUP INC

Institutional investor · Portfolio as of Q3 2025

Top Holdings1 positions

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Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

MORGAN STANLEY

377.1M$59.9B100.0%$31.37+395.46%
28 qtrssince 2018-Q4
Unchanged
0
$59.9B
AUM
1
Positions
Q3 2025
Filing
2.0/5
HI score
Quarterly 13F Value Change
Not enough history yet
Activity profile
$ moved · Q3'25
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 6.8 years
<1Q0%1-4Q0%1-2Y0%2Y+100%

MITSUBISHI UFJ FINANCIAL GROUP INC manages $59.9B across 1 positions as of Q3 2025. Top holdings: MS (100.0%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2/5.0.

Q3 2025 Summary

Held steady with 1 unchanged positions. No standout high-conviction moves this quarter. Portfolio: $59.9B across 1 positions.

Top holdings by portfolio weight

Total AUM$60B
MS100.00%

Portfolio allocation by GICS sector

Sectors1
Financial Services100.00%

Behavioral investing profile

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Concentrated Value- primarily Financial Services
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Below Average(2.0 / 5.0)
Holdings P&LNo data
Conviction34
Concentration100
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Similar Funds

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Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

No active accumulation streaks detected for this filer.

Streaks require 2+ consecutive quarters of increased positions in the most recent period.

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

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