MU
Mitsubishi UFJ Asset Management Co., Ltd. SEC 13F Holdings (Q2 2026) — Top Position: NVIDIA CORP
Mitsubishi UFJ Asset Management Co., Ltd.CIK: 0001466546
Diversified strategyMomentum follower
Total reported value
$180.4B
Reporting period: 2026-06-30 · Number of holdings: 1659
Mitsubishi UFJ Asset Management Co., Ltd. disclosed 1659 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $180.4B and a quarterly turnover rate of 24.7%.
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Personality snowflake
- Concentration
- 6.74
- Portfolio Stability
- 24.69
- Momentum
- 100
- Sector conviction
- 56.34
- Diversification
- 100
- Sizing Uniformity
- 48.08
Mitsubishi UFJ Asset Management Co., Ltd.'s disclosed holdings carry a Herfindahl concentration index of 0.017 — mathematically equivalent to about 59 equally-sized positions, well below its 1659 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 5.19), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd MU
+8.3% $2.4B
Add AMD
+8.2% $1.6B
Trim MSFT
+5.2% $429.0M
Add INTC
+6.1% $1.1B
Add GOOGL
+10.1% $1.7B
Trim NFLX
+11.1% -$313.8M
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
Mitsubishi UFJ Asset Management's Q2 2026 filing shows a coherent round of active adds across its 1,659-name US book: every one of the top eight changes is an increase, clustered in semiconductors and mega-cap tech. The sharpest builds sit in memory and chips — Micron's weight nearly tripled from 0.60% to 1.84%, AMD rose from 0.53% to 1.34%, and Intel from 0.32% to 0.90% — alongside smaller adds to Alphabet (3.11%→3.51%), Broadcom (2.29%→2.47%), Apple and Amazon. Nvidia registers an add on share count yet its weight is essentially flat (6.60%→6.58%), suggesting the purchase roughly matched relative price drift. At ~24.7% turnover, this reads as deliberate but measured repositioning rather than a wholesale capital rotation.
Macro & Fundamentals
These flows line up with the market's AI-compute and semiconductor capex narrative — memory, GPUs and foundry were topped up simultaneously — while the 36.5% Information Technology weight paired with an HHI of ~0.017 points to a broadly index-proximate structure typical of a very large asset manager. To be clear, this is an inference drawn from a single quarter of limited filing data, not a confirmed causal claim.
Blind Spots / Risks
The concrete vulnerability is cyclical concentration at the margin: memory names carry deep inventory-cycle beta, and a semiconductor downcycle would compress the freshly enlarged positions far harder than the index-like core. The filing also exposes only the long leg of the trade — no trims or sold-out positions appear among the top changes — so the funding side of these adds is invisible, and any crowded-trade dynamics building around AI semis would amplify drawdowns precisely where new money has just been committed.
Sourced and summarized by AI directly from this institution's SEC EDGAR filings, limited to historical activity. Not investment guidance — verify against the primary filing below. View the original 2026-06-30 Form 13F filing on SEC.gov
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 1659 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.58% | -0.02% | +5.15% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.87% | +0.09% | +7.78% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.17% | -0.59% | +5.24% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.68% | +0.07% | +7.65% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.51% | +0.40% | +10.14% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.47% | +0.18% | +6.96% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.30% | +0.11% | +3.35% | |
| 8 | MU | Micron Technology Inc | Stock-Tech | 1.84% | +1.24% | +8.30% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.73% | -0.23% | +8.48% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.66% | +0.01% | +7.64% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.34% | -0.01% | +6.30% | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 1.34% | +0.81% | +8.21% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.34% | +0.18% | +7.00% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | -0.02% | +6.58% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.09% | -0.09% | +7.99% | |
| 16 | INTC | Intel CORP | Stock-Tech | 0.90% | +0.58% | +6.08% | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.88% | -0.15% | -3.23% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | -0.07% | +7.44% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 0.82% | -0.39% | +11.12% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.82% | -0.15% | +1.00% | |
| 21 | AMAT | Applied Materials Inc | Stock-Tech | 0.81% | +0.38% | +7.68% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 0.81% | +0.17% | +1.97% | |
| 23 | LRCX | Lam Research CORP | Stock-Tech | 0.80% | +0.35% | +4.58% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -0.32% | +6.54% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.17% | +7.63% | |
| 26 | TXN | Texas Instruments Inc | Stock-Tech | 0.67% | — | -21.58% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.66% | +0.17% | +7.43% | |
| 28 | PM | Philip Morris International | Stock-Consumer Staples | 0.64% | +0.01% | +11.79% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | +0.02% | +7.68% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.12% | +7.70% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.59% | +0.16% | +8.15% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.57% | -0.07% | +5.60% | |
| 33 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.56% | -0.05% | +8.62% | |
| 34 | KLAC | Kla CORP | Stock-Tech | 0.56% | +0.25% | +967.96% | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.54% | +0.01% | +2.56% | |
| 36 | GE | General Electric | Stock-Industrials | 0.53% | +0.08% | +7.11% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.52% | +0.01% | +6.57% | |
| 38 | AON | Aon plc | Stock-Financials | 0.51% | -0.04% | +9.43% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.02% | +7.38% | |
| 40 | SPGI | S&p Global Inc | Stock-Financials | 0.45% | -0.13% | -1.76% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.19% | +6.24% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | -0.03% | +6.95% | |
| 43 | GEV | GE Vernova Inc | Stock-Industrials | 0.44% | +0.08% | +7.44% | |
| 44 | UBER | Uber Technologies Inc | Stock-Industrials | 0.42% | -0.08% | +0.77% | |
| 45 | SNPS | Synopsys Inc | Stock-Tech | 0.41% | -0.03% | +0.95% | |
| 46 | ICE | Intercontinental Exchange In | Stock-Financials | 0.40% | -0.20% | +1.39% | |
| 47 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.40% | +0.19% | +6.63% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.38% | +0.01% | +8.04% | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.37% | -0.16% | +5.67% | |
| 50 | MRVL | Marvell Technology Inc | Stock-Tech | 0.36% | +0.29% | +121.77% |
1–50 of 200
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Portfolio Performance
Performance for Q4 2026
+1.4%
Performance Last 4 Quarters
+10.6%
- Stdev
- +12%
- Beta
- +0.97
- Alpha
- -2.8%
- Max Drawdown
- -7.7%
- Annualized Perf
- +20%
- Batting Avg vs S&P
- +22.2%
- Sortino
- +3.49
- Stutzer
- +0.47
- Treynor
- +0.2
- Sterling
- +1.24
- Calmar
- +2.59
- Information Ratio
- -1.83
- Tracking Error
- +1.9%
- Stdev Down
- +5.5%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +31.2%
- Worst 12 Months
- +6.5%
- Efficiency Ratio
- +0.68
- Sharpe
- +1.59
- Stdev Sectors
- +9.4%
- Skewness
- +0.22
- Kurtosis
- +0.33
- Upside Potential
- +5.03
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 1659 | $180.4B | 25 | ||
| 2026 Q1 | 1618 | $149.0B | 14 | ||
| 2025 Q4 | 1626 | $147.5B | 13 | ||
| 2025 Q3 | 1605 | $138.9B | 30 | ||
| 2025 Q2 | 1615 | $125.2B | 0 | ||
| 2025 Q1 | 1601 | $108.6B | 100 | ||
| 2024 Q4 | 1594 | $103.2B | 0 | ||
| 2024 Q3 | 1593 | $93.6B | 0 | ||
| 2024 Q2 | 1572 | $82.0B | 0 | ||
| 2024 Q1 | 1564 | $72.4B | 0 | ||
| 2023 Q4 | 1565 | $56.8B | 0 | ||
| 2023 Q3 | 1544 | $49.4B | 0 | ||
| 2023 Q2 | 1110 | $47.9B | 0 | ||
| 2023 Q1 | 1116 | $42.1B | 0 | ||
| 2022 Q4 | 1125 | $36.7B | 0 | ||
| 2022 Q3 | 1130 | $31.1B | 0 | ||
| 2022 Q2 | 1142 | $22.6B | 0 | ||
| 2022 Q1 | 1151 | $25.3B | 0 | ||
| 2021 Q4 | 1135 | $25.2B | 0 | ||
| 2021 Q3 | 1121 | $20.3B | 0 | ||
| 2021 Q2 | 1129 | $18.4B | 100 | ||
| 2021 Q1 | 1031 | $15.3B | 20 | ||
| 2020 Q4 | 1025 | $12.9B | 20 | ||
| 2020 Q3 | 1004 | $10.9B | 24 | ||
| 2020 Q2 | 1006 | $8.7B | 34 | ||
| 2020 Q1 | 1006 | $6.5B | 23 | ||
| 2019 Q4 | 1016 | $7.7B | 26 | ||
| 2019 Q3 | 985 | $6.1B | 12 | ||
| 2019 Q2 | 991 | $5.8B | 23 | ||
| 2019 Q1 | 925 | $4.9B | 24 | ||
| 2018 Q4 | 917 | $4.0B | 28 | ||
| 2018 Q3 | 926 | $4.9B | 14 | ||
| 2018 Q2 | 849 | $4.5B | 13 | ||
| 2018 Q1 | 851 | $4.3B | 15 | ||
| 2017 Q4 | 833 | $4.6B | 14 | ||
| 2017 Q3 | 828 | $4.2B | 15 | ||
| 2017 Q2 | 823 | $4.1B | 14 | ||
| 2017 Q1 | 825 | $4.4B | 13 | ||
| 2016 Q4 | 836 | $4.1B | 14 | ||
| 2016 Q3 | 822 | $4.0B | 13 | ||
| 2016 Q2 | 831 | $3.8B | 14 | ||
| 2016 Q1 | 838 | $3.7B | 15 | ||
| 2015 Q4 | 849 | $3.5B | 22 | ||
| 2015 Q3 | 849 | $3.2B | 22 | ||
| 2015 Q2 | 855 | $3.3B | 17 | ||
| 2015 Q1 | 837 | $3.4B | 20 | ||
| 2014 Q4 | 835 | $3.2B | 13 | ||
| 2014 Q3 | 837 | $3.3B | 19 | ||
| 2014 Q2 | 844 | $3.9B | 11 | ||
| 2014 Q1 | 835 | $3.8B | 11 | ||
| 2013 Q4 | 831 | $3.5B | 15 | ||
| 2013 Q3 | 822 | $3.8B | 13 | ||
| 2013 Q2 | 796 | $3.5B | — |
Holding changes this quarter
Mitsubishi UFJ Asset Management Co., Ltd.'s most significant position changes for 2026-06-30: Sold out: Honeywell International Inc (HON); New buy: ; New buy: ; New buy: ; New buy: Carnival CORP LTD F.
Showing top 200 changes by size (of 1708 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.2% | +8.30% | Add |
| 2 | AMD | Advanced Micro Devices | +0.8% | +8.21% | Add |
| 3 | INTC | Intel CORP | +0.6% | +6.08% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | +10.14% | Add |
| 5 | AMAT | Applied Materials Inc | +0.4% | +7.68% | Add |
| 6 | LRCX | Lam Research CORP | +0.4% | +4.58% | Add |
| 7 | MRVL | Marvell Technology Inc | +0.3% | +121.77% | Add |
| 8 | KLAC | Kla CORP | +0.3% | +967.96% | Add |
| 9 | PANW | Palo Alto Networks Inc | +0.2% | +6.63% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | +6.96% | Add |
| 11 | LLY | Eli Lilly & Co | +0.2% | +7.00% | Add |
| 12 | SNDK | Sandisk CORP | +0.2% | +5.43% | Add |
| 13 | CAT | Caterpillar Inc | +0.2% | +1.97% | Add |
| 14 | CSCO | Cisco Systems Inc | +0.2% | +7.43% | Add |
| 15 | WDC | Western Digital CORP | +0.2% | +9.86% | Add |
| 16 | UNH | Unitedhealth Group Inc | +0.2% | +8.15% | Add |
| 17 | STX | Seagate Technology Holdings plc | +0.2% | +9.89% | Add |
| 18 | ✓ | +0.1% | NEW | New buy | |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | +3.35% | Add |
| 20 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +7.80% | Add |
| 21 | MCK | Mckesson CORP | +0.1% | +135.61% | Add |
| 22 | GLW | Corning Inc | +0.1% | +7.04% | Add |
| 23 | FERG | Ferguson Enterprises Inc | +0.1% | +391.95% | Add |
| 24 | ✓ | +0.1% | NEW | New buy | |
| 25 | DELL | Dell Technologies -c | +0.1% | +3.95% | Add |
| 26 | AAPL | Apple Inc | +0.1% | +7.78% | Add |
| 27 | GE | General Electric | +0.1% | +7.11% | Add |
| 28 | GEV | GE Vernova Inc | +0.1% | +7.44% | Add |
| 29 | AMZN | Amazon.com Inc | +0.1% | +7.65% | Add |
| 30 | APH | Amphenol Corp-cl A | +0.1% | +8.81% | Add |
| 31 | QCOM | Qualcomm Inc | +0.1% | +7.30% | Add |
| 32 | DDOG | Datadog Inc - Class A | +0.1% | +8.89% | Add |
| 33 | FTNT | Fortinet Inc | +0.1% | +6.95% | Add |
| 34 | FLEX | Flex Ltd. | +0.1% | +123.61% | Add |
| 35 | ✓ | +0.1% | NEW | New buy | |
| 36 | ✓ | Carnival CORP LTD F | +0.1% | NEW | New buy |
| 37 | ANET | Arista Networks Inc | 0% | +8.68% | Add |
| 38 | CVS | Cvs Health CORP | 0% | +8.83% | Add |
| 39 | TER | Teradyne Inc | 0% | +11.41% | Add |
| 40 | ALAB | Astera Labs Inc | 0% | +8.60% | Add |
| 41 | BE | Bloom Energy Corp- A | 0% | +31.61% | Add |
| 42 | MS | Morgan Stanley | 0% | +7.34% | Add |
| 43 | ADI | Analog Devices Inc | 0% | +7.37% | Add |
| 44 | VRT | Vertiv Holdings Co-a | 0% | +7.98% | Add |
| 45 | COHR | Coherent CORP | 0% | +4.52% | Add |
| 46 | PWR | Quanta Services Inc | 0% | +8.50% | Add |
| 47 | HPE | Hewlett Packard Enterprise | 0% | +7.43% | Add |
| 48 | URI | United Rentals Inc | 0% | +7.99% | Add |
| 49 | HUM | Humana Inc | 0% | +7.71% | Add |
| 50 | ✓ | 0% | NEW | New buy |
1–50 of 200
Filing History
Related 13F Filing Analysis
- Mitsubishi UFJ Asset Management Co., Ltd.2026-Q1
NVDA remains top holding at 6.60% after add
Aug 4, 2026⏱ 4 minMSFTNFLXADPAMZNRead →
FAQ
What is Mitsubishi UFJ Asset Management Co., Ltd. and what type of investor is it?
Mitsubishi UFJ Asset Management Co., Ltd. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $180.4B, spread across 1659 disclosed positions.
What are Mitsubishi UFJ Asset Management Co., Ltd.'s largest equity positions?
Based on the latest 13F filing, Mitsubishi UFJ Asset Management Co., Ltd.'s top holdings by market value are:
1. Nvidia CORP (NVDA) — $11.9B (6.6%)
2. Apple Inc (AAPL) — $10.6B (5.9%)
3. Microsoft CORP (MSFT) — $7.5B (4.2%)
4. Amazon.com Inc (AMZN) — $6.6B (3.7%)
5. Alphabet Inc-cl A (GOOGL) — $6.3B (3.5%)
What changes did Mitsubishi UFJ Asset Management Co., Ltd. make in its most recent portfolio filing?
In the latest reported quarter, Mitsubishi UFJ Asset Management Co., Ltd. made 200 notable position adjustments: 6 new positions were initiated, 177 existing holdings were added to, 12 positions were partially reduced, and 5 were completely exited. The largest of these moves: Sold out: Honeywell International Inc (HON); New buy: ; New buy: ; New buy: ; New buy: Carnival CORP LTD F
What sectors does Mitsubishi UFJ Asset Management Co., Ltd. focus on?
Mitsubishi UFJ Asset Management Co., Ltd. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 36.5%
• Financials: 11.7%
• Communication Services: 10.0%
• Consumer Discretionary: 9.9%
• Health Care: 9.4%
• Industrials: 8.7%
Investment Profile
Mitsubishi UFJ Asset Management Co., Ltd. returned an annualized 20.0% over the trailing 36 months — underperforming the S&P 500 by 2.8 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.97 (roughly in line with the market) and a 22% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 36.5% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 25 over the past 4 quarters — a shift toward more active trading.
It has added to its MU position over the past two quarters (+$2.5B, now $3.3B), while trimming AJG over the same stretch (-$638.9M, still holding $143.5M).
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Developer Access
Access Mitsubishi UFJ Asset Management Co., Ltd.'s institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/mitsubishi-ufj-asset-management-co-ltdCLI
npx alphasmo institutions get mitsubishi-ufj-asset-management-co-ltd