Mitsubishi Ufj Financial Group INC Institutional Portfolio (13F)

CIK: 0000067088

Concentrated strategySector-focusedLong-term holder

Total reported value

$62.1B

Reporting period: 2026-03-31 · Number of holdings: 1

MITSUBISHI UFJ FINANCIAL GROUP INC disclosed 1 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $62.1B and a quarterly turnover rate of 7.6%.

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Personality snowflake

Concentration: 100
Portfolio Stability: 7.58
Momentum/Contrarian: 50
Sector conviction: 100
Diversification: 2
Sizing Uniformity: —

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Unchanged MS
0.0%　-$4.9B

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	MS	Morgan Stanley	Stock-Financials	100.00%	—	—

Portfolio Performance

Performance for Q3 2026

+13.1%

Performance Last 4 Quarters

+53.9%

Stdev: +26.3%
Beta: +1.48
Alpha: +7.8%
Max Drawdown: -16%
Annualized Perf: +36.9%
Batting Avg vs S&P: +66.7%
Sortino: +2.66
Stutzer: +0.39
Treynor: +0.24
Sterling: +1.54
Calmar: +2.31
Information Ratio: +0.88
Tracking Error: +18.9%
Stdev Down: +13.2%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +71.9%
Worst 12 Months: +17.3%
Efficiency Ratio: +0.67
Sharpe: +1.33
Stdev Sectors: 0%
Skewness: -0.09
Kurtosis: -0.62
Upside Potential: +4.29

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	1	$62.1B	8	1MS Top holdings2026-03-31 1.MS
2025-12-31	1	$66.9B	11	1MS Top holdings2025-12-31 1.MS
2025-09-30	1	$59.9B	28	1MS Top holdings2025-09-30 1.MS
2025-06-30	1	$53.1B	0	1MS Top holdings2025-06-30 1.MS
2025-03-31	1	$44.0B	100	1MS Top holdings2025-03-31 1.MS
2024-12-31	1	$47.4B	0	1MS Top holdings2024-12-31 1.MS
2024-09-30	1	$39.3B	0	1MS Top holdings2024-09-30 1.MS
2024-06-30	1	$36.6B	0	1MS Top holdings2024-06-30 1.MS
2024-03-31	1	$35.5B	0	1MS Top holdings2024-03-31 1.MS
2023-12-31	1	$35.2B	0	1MS Top holdings2023-12-31 1.MS
2023-09-30	1	$30.8B	0	1MS Top holdings2023-09-30 1.MS
2023-06-30	1	$32.2B	0	1MS Top holdings2023-06-30 1.MS
2023-03-31	1	$33.1B	0	1MS Top holdings2023-03-31 1.MS
2022-12-31	1	$32.1B	0	1MS Top holdings2022-12-31 1.MS
2022-09-30	1	$29.8B	0	1MS Top holdings2022-09-30 1.MS
2022-06-30	1	$28.7B	0	1MS Top holdings2022-06-30 1.MS
2022-03-31	1	$33.0B	0	1MS Top holdings2022-03-31 1.MS
2021-12-31	1	$37.0B	0	1MS Top holdings2021-12-31 1.MS
2021-09-30	1	$36.7B	0	1MS Top holdings2021-09-30 1.MS
2021-06-30	1	$34.6B	100	1MS Top holdings2021-06-30 1.MS
2021-03-31	1	$29.3B	12	1MS Top holdings2021-03-31 1.MS
2020-12-31	1	$25.8B	35	1MS Top holdings2020-12-31 1.MS
2020-09-30	1	$18.2B	0	1MS Top holdings2020-09-30 1.MS
2020-06-30	1	$18.2B	35	1MS Top holdings2020-06-30 1.MS
2020-03-31	1	$12.8B	42	1MS Top holdings2020-03-31 1.MS
2019-12-31	1	$19.6B	17	1MS Top holdings2019-12-31 1.MS
2019-09-30	1	$16.6B	5	1MS Top holdings2019-09-30 1.MS
2019-06-30	1	$17.4B	2	1MS Top holdings2019-06-30 1.MS
2019-03-31	1	$17.1B	4	1MS Top holdings2019-03-31 1.MS
2018-12-31	1	$16.3B	18	1MS Top holdings2018-12-31 1.MS
2018-09-30	1	$19.5B	3	1MS Top holdings2018-09-30 1.MS
2018-06-30	1	$20.2B	14	1MS Top holdings2018-06-30 1.MS
2018-03-31	1	$23.3B	3	1MS Top holdings2018-03-31 1.MS
2017-12-31	1	$22.7B	9	1MS Top holdings2017-12-31 1.MS
2017-09-30	1	$20.8B	8	1MS Top holdings2017-09-30 1.MS
2017-06-30	1	$19.3B	4	1MS Top holdings2017-06-30 1.MS
2017-03-31	1	$18.5B	1	1MS Top holdings2017-03-31 1.MS
2016-12-31	1	$18.3B	27	1MS Top holdings2016-12-31 1.MS
2016-09-30	1	$13.9B	21	1MS Top holdings2016-09-30 1.MS
2016-06-30	1	$11.2B	4	1MS Top holdings2016-06-30 1.MS
2016-03-31	1	$10.8B	24	1MS Top holdings2016-03-31 1.MS
2015-12-31	1	$13.7B	1	1MS Top holdings2015-12-31 1.MS
2015-09-30	1	$13.6B	21	1MS Top holdings2015-09-30 1.MS
2015-06-30	1	$16.8B	8	1MS Top holdings2015-06-30 1.MS
2015-03-31	1	$15.4B	8	1MS Top holdings2015-03-31 1.MS
2014-12-31	1	$16.8B	12	1MS Top holdings2014-12-31 1.MS
2014-09-30	1	$14.9B	7	1MS Top holdings2014-09-30 1.MS
2014-06-30	1	$14.0B	4	1MS Top holdings2014-06-30 1.MS
2014-03-31	1	$13.5B	1	1MS Top holdings2014-03-31 1.MS
2013-12-31	1	$13.5B	15	1MS Top holdings2013-12-31 1.MS
2013-09-30	1	$11.6B	10	1MS Top holdings2013-09-30 1.MS
2013-06-30	1	$10.6B	—	1MS Top holdings2013-06-30 1.MS

Holding changes this quarter

Position changes disclosed by Mitsubishi Ufj Financial Group INC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MS	Morgan Stanley	—	—	Unchanged

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-11	13F-HR	View on EDGAR
2025-12-31	2026-02-04	13F-HR	View on EDGAR
2025-09-30	2025-11-07	13F-HR	View on EDGAR
2025-06-30	2025-08-08	13F-HR	View on EDGAR
2025-03-31	2025-05-09	13F-HR	View on EDGAR
2024-12-31	2025-02-07	13F-HR	View on EDGAR
2024-09-30	2024-11-12	13F-HR	View on EDGAR
2024-06-30	2024-08-08	13F-HR	View on EDGAR
2024-03-31	2024-05-09	13F-HR	View on EDGAR
2023-12-31	2024-02-07	13F-HR	View on EDGAR
2023-09-30	2023-11-08	13F-HR	View on EDGAR
2023-06-30	2023-08-08	13F-HR	View on EDGAR
2023-03-31	2023-05-10	13F-HR	View on EDGAR
2022-12-31	2023-02-10	13F-HR	View on EDGAR
2022-09-30	2022-11-08	13F-HR	View on EDGAR
2022-06-30	2022-08-10	13F-HR	View on EDGAR
2022-03-31	2022-05-11	13F-HR	View on EDGAR
2021-12-31	2022-02-08	13F-HR	View on EDGAR
2021-09-30	2021-11-08	13F-HR	View on EDGAR
2021-06-30	2021-08-12	13F-HR	View on EDGAR
2021-03-31	2021-05-10	13F-HR	View on EDGAR
2020-12-31	2021-02-10	13F-HR	View on EDGAR
2020-09-30	2020-11-05	13F-HR	View on EDGAR
2020-06-30	2020-08-06	13F-HR	View on EDGAR
2020-03-31	2020-05-12	13F-HR	View on EDGAR
2019-12-31	2020-02-10	13F-HR	View on EDGAR
2019-09-30	2019-11-12	13F-HR	View on EDGAR
2019-06-30	2019-08-08	13F-HR	View on EDGAR
2019-03-31	2019-05-14	13F-HR	View on EDGAR
2018-12-31	2019-02-08	13F-HR	View on EDGAR
2018-09-30	2018-11-01	13F-HR	View on EDGAR
2018-06-30	2018-08-10	13F-HR	View on EDGAR
2018-03-31	2018-05-14	13F-HR	View on EDGAR
2017-12-31	2018-02-02	13F-HR	View on EDGAR
2017-09-30	2017-11-13	13F-HR	View on EDGAR
2017-06-30	2017-08-08	13F-HR	View on EDGAR
2017-03-31	2017-05-10	13F-HR	View on EDGAR
2016-12-31	2017-02-09	13F-HR	View on EDGAR
2016-09-30	2016-11-08	13F-HR	View on EDGAR
2016-06-30	2016-08-01	13F-HR	View on EDGAR
2016-03-31	2016-04-28	13F-HR	View on EDGAR
2015-12-31	2016-02-03	13F-HR	View on EDGAR
2015-09-30	2015-11-12	13F-HR	View on EDGAR
2015-06-30	2015-08-11	13F-HR	View on EDGAR
2015-03-31	2015-05-12	13F-HR	View on EDGAR
2014-12-31	2015-02-12	13F-HR	View on EDGAR
2014-09-30	2014-11-12	13F-HR	View on EDGAR
2014-06-30	2014-08-11	13F-HR	View on EDGAR
2014-03-31	2014-05-13	13F-HR	View on EDGAR
2013-12-31	2014-02-12	13F-HR	View on EDGAR
2013-09-30	2013-11-13	13F-HR	View on EDGAR
2013-06-30	2013-08-14	13F-HR	View on EDGAR

FAQ

What is Mitsubishi Ufj Financial Group INC and what type of investor is it?

Mitsubishi Ufj Financial Group INC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $62.1B, spread across 1 disclosed positions.

What are Mitsubishi Ufj Financial Group INC's largest equity positions?

Based on the latest 13F filing, Mitsubishi Ufj Financial Group INC's top holdings by market value are: 1. Morgan Stanley (MS) — $62.1B (100.0%)

What changes did Mitsubishi Ufj Financial Group INC make in its most recent portfolio filing?

No notable portfolio changes were recorded for Mitsubishi Ufj Financial Group INC in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Mitsubishi Ufj Financial Group INC focus on?

Mitsubishi Ufj Financial Group INC is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 100.0%

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Full holdings list this quarter

Ticker

Issuer

Asset Subclass

Weight

Weight Change

Shares Change

4Q Trend

Morgan Stanley

Stock-Financials

100.00%

—

Portfolio Performance

Performance for Q3 2026

+13.1%

Performance Last 4 Quarters

+53.9%

Stdev: +26.3%
Beta: +1.48
Alpha: +7.8%
Max Drawdown: -16%
Annualized Perf: +36.9%
Batting Avg vs S&P: +66.7%
Sortino: +2.66
Stutzer: +0.39
Treynor: +0.24
Sterling: +1.54
Calmar: +2.31
Information Ratio: +0.88
Tracking Error: +18.9%
Stdev Down: +13.2%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +71.9%
Worst 12 Months: +17.3%
Efficiency Ratio: +0.67
Sharpe: +1.33
Stdev Sectors: 0%
Skewness: -0.09
Kurtosis: -0.62
Upside Potential: +4.29

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	1	$62.1B	8	1MS Top holdings2026-03-31 1.MS
2025-12-31	1	$66.9B	11	1MS Top holdings2025-12-31 1.MS
2025-09-30	1	$59.9B	28	1MS Top holdings2025-09-30 1.MS
2025-06-30	1	$53.1B	0	1MS Top holdings2025-06-30 1.MS
2025-03-31	1	$44.0B	100	1MS Top holdings2025-03-31 1.MS
2024-12-31	1	$47.4B	0	1MS Top holdings2024-12-31 1.MS
2024-09-30	1	$39.3B	0	1MS Top holdings2024-09-30 1.MS
2024-06-30	1	$36.6B	0	1MS Top holdings2024-06-30 1.MS
2024-03-31	1	$35.5B	0	1MS Top holdings2024-03-31 1.MS
2023-12-31	1	$35.2B	0	1MS Top holdings2023-12-31 1.MS
2023-09-30	1	$30.8B	0	1MS Top holdings2023-09-30 1.MS
2023-06-30	1	$32.2B	0	1MS Top holdings2023-06-30 1.MS
2023-03-31	1	$33.1B	0	1MS Top holdings2023-03-31 1.MS
2022-12-31	1	$32.1B	0	1MS Top holdings2022-12-31 1.MS
2022-09-30	1	$29.8B	0	1MS Top holdings2022-09-30 1.MS
2022-06-30	1	$28.7B	0	1MS Top holdings2022-06-30 1.MS
2022-03-31	1	$33.0B	0	1MS Top holdings2022-03-31 1.MS
2021-12-31	1	$37.0B	0	1MS Top holdings2021-12-31 1.MS
2021-09-30	1	$36.7B	0	1MS Top holdings2021-09-30 1.MS
2021-06-30	1	$34.6B	100	1MS Top holdings2021-06-30 1.MS
2021-03-31	1	$29.3B	12	1MS Top holdings2021-03-31 1.MS
2020-12-31	1	$25.8B	35	1MS Top holdings2020-12-31 1.MS
2020-09-30	1	$18.2B	0	1MS Top holdings2020-09-30 1.MS
2020-06-30	1	$18.2B	35	1MS Top holdings2020-06-30 1.MS
2020-03-31	1	$12.8B	42	1MS Top holdings2020-03-31 1.MS
2019-12-31	1	$19.6B	17	1MS Top holdings2019-12-31 1.MS
2019-09-30	1	$16.6B	5	1MS Top holdings2019-09-30 1.MS
2019-06-30	1	$17.4B	2	1MS Top holdings2019-06-30 1.MS
2019-03-31	1	$17.1B	4	1MS Top holdings2019-03-31 1.MS
2018-12-31	1	$16.3B	18	1MS Top holdings2018-12-31 1.MS
2018-09-30	1	$19.5B	3	1MS Top holdings2018-09-30 1.MS
2018-06-30	1	$20.2B	14	1MS Top holdings2018-06-30 1.MS
2018-03-31	1	$23.3B	3	1MS Top holdings2018-03-31 1.MS
2017-12-31	1	$22.7B	9	1MS Top holdings2017-12-31 1.MS
2017-09-30	1	$20.8B	8	1MS Top holdings2017-09-30 1.MS
2017-06-30	1	$19.3B	4	1MS Top holdings2017-06-30 1.MS
2017-03-31	1	$18.5B	1	1MS Top holdings2017-03-31 1.MS
2016-12-31	1	$18.3B	27	1MS Top holdings2016-12-31 1.MS
2016-09-30	1	$13.9B	21	1MS Top holdings2016-09-30 1.MS
2016-06-30	1	$11.2B	4	1MS Top holdings2016-06-30 1.MS
2016-03-31	1	$10.8B	24	1MS Top holdings2016-03-31 1.MS
2015-12-31	1	$13.7B	1	1MS Top holdings2015-12-31 1.MS
2015-09-30	1	$13.6B	21	1MS Top holdings2015-09-30 1.MS
2015-06-30	1	$16.8B	8	1MS Top holdings2015-06-30 1.MS
2015-03-31	1	$15.4B	8	1MS Top holdings2015-03-31 1.MS
2014-12-31	1	$16.8B	12	1MS Top holdings2014-12-31 1.MS
2014-09-30	1	$14.9B	7	1MS Top holdings2014-09-30 1.MS
2014-06-30	1	$14.0B	4	1MS Top holdings2014-06-30 1.MS
2014-03-31	1	$13.5B	1	1MS Top holdings2014-03-31 1.MS
2013-12-31	1	$13.5B	15	1MS Top holdings2013-12-31 1.MS
2013-09-30	1	$11.6B	10	1MS Top holdings2013-09-30 1.MS
2013-06-30	1	$10.6B	—	1MS Top holdings2013-06-30 1.MS

Ticker

Issuer

Weight Change

Shares Change

Action

Morgan Stanley

—

Unchanged

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-11	13F-HR	View on EDGAR
2025-12-31	2026-02-04	13F-HR	View on EDGAR
2025-09-30	2025-11-07	13F-HR	View on EDGAR
2025-06-30	2025-08-08	13F-HR	View on EDGAR
2025-03-31	2025-05-09	13F-HR	View on EDGAR
2024-12-31	2025-02-07	13F-HR	View on EDGAR
2024-09-30	2024-11-12	13F-HR	View on EDGAR
2024-06-30	2024-08-08	13F-HR	View on EDGAR
2024-03-31	2024-05-09	13F-HR	View on EDGAR
2023-12-31	2024-02-07	13F-HR	View on EDGAR
2023-09-30	2023-11-08	13F-HR	View on EDGAR
2023-06-30	2023-08-08	13F-HR	View on EDGAR
2023-03-31	2023-05-10	13F-HR	View on EDGAR
2022-12-31	2023-02-10	13F-HR	View on EDGAR
2022-09-30	2022-11-08	13F-HR	View on EDGAR
2022-06-30	2022-08-10	13F-HR	View on EDGAR
2022-03-31	2022-05-11	13F-HR	View on EDGAR
2021-12-31	2022-02-08	13F-HR	View on EDGAR
2021-09-30	2021-11-08	13F-HR	View on EDGAR
2021-06-30	2021-08-12	13F-HR	View on EDGAR
2021-03-31	2021-05-10	13F-HR	View on EDGAR
2020-12-31	2021-02-10	13F-HR	View on EDGAR
2020-09-30	2020-11-05	13F-HR	View on EDGAR
2020-06-30	2020-08-06	13F-HR	View on EDGAR
2020-03-31	2020-05-12	13F-HR	View on EDGAR
2019-12-31	2020-02-10	13F-HR	View on EDGAR
2019-09-30	2019-11-12	13F-HR	View on EDGAR
2019-06-30	2019-08-08	13F-HR	View on EDGAR
2019-03-31	2019-05-14	13F-HR	View on EDGAR
2018-12-31	2019-02-08	13F-HR	View on EDGAR
2018-09-30	2018-11-01	13F-HR	View on EDGAR
2018-06-30	2018-08-10	13F-HR	View on EDGAR
2018-03-31	2018-05-14	13F-HR	View on EDGAR
2017-12-31	2018-02-02	13F-HR	View on EDGAR
2017-09-30	2017-11-13	13F-HR	View on EDGAR
2017-06-30	2017-08-08	13F-HR	View on EDGAR
2017-03-31	2017-05-10	13F-HR	View on EDGAR
2016-12-31	2017-02-09	13F-HR	View on EDGAR
2016-09-30	2016-11-08	13F-HR	View on EDGAR
2016-06-30	2016-08-01	13F-HR	View on EDGAR
2016-03-31	2016-04-28	13F-HR	View on EDGAR
2015-12-31	2016-02-03	13F-HR	View on EDGAR
2015-09-30	2015-11-12	13F-HR	View on EDGAR
2015-06-30	2015-08-11	13F-HR	View on EDGAR
2015-03-31	2015-05-12	13F-HR	View on EDGAR
2014-12-31	2015-02-12	13F-HR	View on EDGAR
2014-09-30	2014-11-12	13F-HR	View on EDGAR
2014-06-30	2014-08-11	13F-HR	View on EDGAR
2014-03-31	2014-05-13	13F-HR	View on EDGAR
2013-12-31	2014-02-12	13F-HR	View on EDGAR
2013-09-30	2013-11-13	13F-HR	View on EDGAR
2013-06-30	2013-08-14	13F-HR	View on EDGAR

FAQ

What is Mitsubishi Ufj Financial Group INC and what type of investor is it?

What are Mitsubishi Ufj Financial Group INC's largest equity positions?

Based on the latest 13F filing, Mitsubishi Ufj Financial Group INC's top holdings by market value are: 1. Morgan Stanley (MS) — $62.1B (100.0%)

What changes did Mitsubishi Ufj Financial Group INC make in its most recent portfolio filing?

No notable portfolio changes were recorded for Mitsubishi Ufj Financial Group INC in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Mitsubishi Ufj Financial Group INC focus on?

Mitsubishi Ufj Financial Group INC is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 100.0%