MU
Mitsubishi Ufj Financial Group Inc Institutional Portfolio & 13F Holdings (Q2 2026)
Mitsubishi Ufj Financial Group IncCIK: 0000067088
Concentrated strategySector-focused
Total reported value
$78.8B
Reporting period: 2026-06-30 · Number of holdings: 1
MITSUBISHI UFJ FINANCIAL GROUP INC disclosed 1 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $78.8B and a quarterly turnover rate of 23.8%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 23.81
- Momentum
- 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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govUnchanged MS
0.0% $16.8B
Holdings Map
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* 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.
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 Q4 2026
-11.9%
Performance Last 4 Quarters
+14.9%
- Stdev
- +25.4%
- Beta
- +1.46
- Alpha
- +5.4%
- Max Drawdown
- -16%
- Annualized Perf
- +41.5%
- Batting Avg vs S&P
- +63.9%
- Sortino
- +3.13
- Stutzer
- +0.44
- Treynor
- +0.26
- Sterling
- +1.89
- Calmar
- +2.6
- Information Ratio
- +0.83
- Tracking Error
- +18.9%
- Stdev Down
- +12.2%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +71.9%
- Worst 12 Months
- +14.9%
- Efficiency Ratio
- +0.82
- Sharpe
- +1.51
- Stdev Sectors
- 0%
- Skewness
- -0.1
- Kurtosis
- -0.42
- Upside Potential
- +4.61
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 1 | $78.8B | 24 | ||
| 2026 Q1 | 1 | $62.1B | 8 | ||
| 2025 Q4 | 1 | $66.9B | 11 | ||
| 2025 Q3 | 1 | $59.9B | 28 | ||
| 2025 Q2 | 1 | $53.1B | 0 | ||
| 2025 Q1 | 1 | $44.0B | 100 | ||
| 2024 Q4 | 1 | $47.4B | 0 | ||
| 2024 Q3 | 1 | $39.3B | 0 | ||
| 2024 Q2 | 1 | $36.6B | 0 | ||
| 2024 Q1 | 1 | $35.5B | 0 | ||
| 2023 Q4 | 1 | $35.2B | 0 | ||
| 2023 Q3 | 1 | $30.8B | 0 | ||
| 2023 Q2 | 1 | $32.2B | 0 | ||
| 2023 Q1 | 1 | $33.1B | 0 | ||
| 2022 Q4 | 1 | $32.1B | 0 | ||
| 2022 Q3 | 1 | $29.8B | 0 | ||
| 2022 Q2 | 1 | $28.7B | 0 | ||
| 2022 Q1 | 1 | $33.0B | 0 | ||
| 2021 Q4 | 1 | $37.0B | 0 | ||
| 2021 Q3 | 1 | $36.7B | 0 | ||
| 2021 Q2 | 1 | $34.6B | 100 | ||
| 2021 Q1 | 1 | $29.3B | 12 | ||
| 2020 Q4 | 1 | $25.8B | 35 | ||
| 2020 Q3 | 1 | $18.2B | 0 | ||
| 2020 Q2 | 1 | $18.2B | 35 | ||
| 2020 Q1 | 1 | $12.8B | 42 | ||
| 2019 Q4 | 1 | $19.6B | 17 | ||
| 2019 Q3 | 1 | $16.6B | 5 | ||
| 2019 Q2 | 1 | $17.4B | 2 | ||
| 2019 Q1 | 1 | $17.1B | 4 | ||
| 2018 Q4 | 1 | $16.3B | 18 | ||
| 2018 Q3 | 1 | $19.5B | 3 | ||
| 2018 Q2 | 1 | $20.2B | 14 | ||
| 2018 Q1 | 1 | $23.3B | 3 | ||
| 2017 Q4 | 1 | $22.7B | 9 | ||
| 2017 Q3 | 1 | $20.8B | 8 | ||
| 2017 Q2 | 1 | $19.3B | 4 | ||
| 2017 Q1 | 1 | $18.5B | 1 | ||
| 2016 Q4 | 1 | $18.3B | 27 | ||
| 2016 Q3 | 1 | $13.9B | 21 | ||
| 2016 Q2 | 1 | $11.2B | 4 | ||
| 2016 Q1 | 1 | $10.8B | 24 | ||
| 2015 Q4 | 1 | $13.7B | 1 | ||
| 2015 Q3 | 1 | $13.6B | 21 | ||
| 2015 Q2 | 1 | $16.8B | 8 | ||
| 2015 Q1 | 1 | $15.4B | 8 | ||
| 2014 Q4 | 1 | $16.8B | 12 | ||
| 2014 Q3 | 1 | $14.9B | 7 | ||
| 2014 Q2 | 1 | $14.0B | 4 | ||
| 2014 Q1 | 1 | $13.5B | 1 | ||
| 2013 Q4 | 1 | $13.5B | 15 | ||
| 2013 Q3 | 1 | $11.6B | 10 | ||
| 2013 Q2 | 1 | $10.6B | — |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MS | Morgan Stanley | — | — | Unchanged |
Filing History
FAQ
What is Mitsubishi Ufj Financial Group Inc and what type of investor is it?
Mitsubishi Ufj Financial Group Inc 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 $78.8B, 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) — $78.8B (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%
Investment Profile
Mitsubishi Ufj Financial Group Inc returned an annualized 41.5% over the trailing 36 months — outperforming the S&P 500 by 5.4 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.46 (more volatile than the market) and a 64% quarterly batting average against the index.
Its portfolio is concentrated and moderately active, with 100.0% of the portfolio concentrated in Financials.
Its turnover score has risen from 0 to 24 over the past 4 quarters — a shift toward more active trading.
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Developer Access
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