Mitsubishi UFJ Trust & Banking CorpMitsubishi UFJ Trust & Banking Corp

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings1,097 positions

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

NVIDIA CORPORATION

12.9M$2.2B5.5%$111.81+88.67%
29 qtrssince 2019-Q1
Decreased
0

APPLE INC

7.5M$1.9B4.7%$101.85+209.59%
29 qtrssince 2019-Q1
Increased
59

MICROSOFT CORP

3.8M$1.4B3.5%$132.01+191.73%
29 qtrssince 2019-Q1
Increased
59

AMAZON COM INC

5.4M$1.1B2.8%$108.47+126.18%
29 qtrssince 2019-Q1
Decreased
0

ALPHABET INC

3.3M$934.7M2.3%$100.71+254.65%
29 qtrssince 2019-Q1
Decreased
0

ALPHABET INC

2.6M$750.6M1.9%$109.85+223.20%
29 qtrssince 2019-Q1
Decreased
0

META PLATFORMS INC

1.3M$728.9M1.8%$169.53+294.74%
29 qtrssince 2019-Q1
Decreased
0

BROADCOM INC

2.2M$683.2M1.7%$164.80+142.70%
29 qtrssince 2019-Q1
Increased
52

TESLA INC

1.3M$486.4M1.2%$217.57+87.42%
29 qtrssince 2019-Q1
Increased
50
HTHTHTHT
ADR

H WORLD GROUP LTD

8.7M$439M1.1%$38.19+7.63%
29 qtrssince 2019-Q1
Increased
56

ELI LILLY & CO

444,790$409.1M1.0%$196.61+504.52%
29 qtrssince 2019-Q1
Increased
50

JOHNSON & JOHNSON

1.7M$403.9M1.0%$126.32+103.44%
29 qtrssince 2019-Q1
Decreased
0

JPMORGAN CHASE & CO

1.3M$394.8M1.0%$97.89+243.73%
29 qtrssince 2019-Q1
Decreased
0

EXXON MOBIL CORP

2.3M$388.4M1.0%$65.77+111.15%
29 qtrssince 2019-Q1
Decreased
0
PDDPDD
ADR

PDD HOLDINGS INC

3.6M$364.3M0.9%$101.60-16.21%
29 qtrssince 2019-Q1
Increased
49

DUKE ENERGY CORP NEW

2.7M$348.8M0.9%$94.70+32.51%
29 qtrssince 2019-Q1
Increased
46

MASTERCARD INCORPORATED

662,206$330.9M0.8%$237.14+122.12%
29 qtrssince 2019-Q1
Decreased
0

VISA INC

1.1M$318.3M0.8%$163.29+113.71%
29 qtrssince 2019-Q1
Decreased
0

WALMART INC

2.4M$303M0.7%$52.98+115.00%
29 qtrssince 2019-Q1
Increased
45

BERKSHIRE HATHAWAY INC DEL

629,136$301.5M0.7%$211.32+125.89%
29 qtrssince 2019-Q1
Decreased
0
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$40.6B
AUM
1,097
Positions
Q1 2026
Filing
Rating · 2.5
Quarterly Portfolio Change
-3%Q4'24$42.6B-10%Q1'25$38.4B+12%Q2'25$43.2B+5%Q3'25$45.5B-8%Q4'25$42.1B-4%Q1'26$40.6B
Activity profile
$ moved · Q1'26
New5%Increased47%Decreased46%Exited2%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 5.8 years
<1Q2%1-4Q4%1-2Y5%2Y+90%

Mitsubishi UFJ Trust & Banking Corp manages $40.6B across 1097 positions as of Q1 2026. Top holdings: NVDA (5.5%), AAPL (4.7%), MSFT (3.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.

Q1 2026 Summary

Active quarter - 80 new positions, 71 exits, 501 increased. Top move: AAPL (INCREASED, conviction 59). Portfolio: $40.6B across 1097 positions.

Top holdings by portfolio weight

Total AUM$41B
NVDA5.54%
AAPL4.71%
MSFT3.51%
AMZN2.80%
GOOGL2.30%
GOOG1.85%
META1.80%
AVGO1.68%
TSLA1.20%
HTHT1.08%
Other1.01%

Portfolio allocation by GICS sector

Sectors11
Technology27.15%
Consumer Cyclical11.78%
Financial Services11.05%
Communication Services9.40%
Healthcare8.95%
Industrials8.90%
Utilities6.43%
Consumer Defensive5.00%
Energy4.78%
Real Estate2.91%
Other3.63%

Behavioral investing profile

7-dimension quality assessment
Solid(2.5 / 5.0)
Track Record67
Conviction39
Concentration40
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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.

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

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