MITSUBISHI UFJ FINANCIAL GROUP INCMITSUBISHI UFJ FINANCIAL GROUP INC

Institutional investor · Portfolio as of Q4 2018

SEC EDGAR SourceSEC Filings
$16.3B
AUM
1
Positions
Q4 2018
Filing
Rating · 1.5
Quarterly Portfolio Change
Not enough history yet
Activity profile
$ moved · Q4'18
New100%Increased0%Decreased0%Exited0%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
<1Q100%1-4Q0%1-2Y0%2Y+0%

MITSUBISHI UFJ FINANCIAL GROUP INC manages $16.3B across 1 positions as of Q4 2018. Top holdings: MS (100.0%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1.5/5.0.

Q4 2018 Summary

Added 1 new position. Top move: MS (NEW, conviction 100). Portfolio: $16.3B across 1 positions.

Portfolio Allocation

Top holdings by portfolio weight

Total AUM$16B
MS100.00%
Sector Breakdown

Portfolio allocation by GICS sector

Sectors1
Financial Services100.00%
Fund DNA

Behavioral investing profile

Concentrated Value67%- primarily Financial Services
Compare DNA across all funds
Fund Rating
7-dimension quality assessment
Below Average(1.5 / 5.0)
Track Record0
Conviction34
Concentration0
Upgrade to see all dimensions

Holdings1 positions

Export CSV(Pro)
Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction
MSMS

MORGAN STANLEY

412.2M$16.3B100.0%$31.490.00%
1 qtr
New
100

Similar Funds

Funds with similar investing DNA

National Mutual Insurance Federation of Agricultural Cooperatives
$13B
GATES FOUNDATION TRUST
$31.7B
+3 more

Explore More

Compare MITSUBISHI UFJ FINANCI…
Side-by-side holdings comparison
High-Conviction Picks
Top conviction positions this quarter
Double-Down Detection
Buying into price weakness
Best Trades
Top performing positions by P&L
All Concentrated Value Funds
Investing archetypes and behavior

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.

Continue exploring

Explore high-conviction positions
See which stocks have the strongest institutional commitment
Compare with similar funds
Find portfolio overlap with MITSUBISHI UFJ FINANCIAL …
Clone this fund
Backtest what copying MITSUBISHI UFJ FINANCIAL …'s portfolio would return

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used