CIK: 0001466546
Total reported value
$149.0B
Reporting period: 2026-03-31 · Number of holdings: 1618
Mitsubishi UFJ Asset Management Co., Ltd. disclosed 1618 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $149.0B and a quarterly turnover rate of 14.4%.
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Mitsubishi UFJ Asset Management Co., Ltd.'s disclosed holdings carry a Herfindahl concentration index of 0.017 — mathematically equivalent to about 60 equally-sized positions, well below its 1618 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 5.09), 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.
Trim MSFT
+2.6% -$1.7B
Add NFLX
+99.9% $945.3M
Trim ADP
-65.1% -$532.9M
Add XOM
+6.2% $516.8M
Trim AJG
-57.4% -$500.5M
Add AMZN
+20.7% $532.5M
MUFG AM executes pure contrarian scaling this quarter. The desk systematically adds share count to mega-cap tech and commodities (MSFT, NFLX, AMZN, XOM) while trimming overextended service names (ADP, AJG, ROP, ABT). This is not a directional conviction play. It is disciplined positional rebalancing inside a 1,600-name universe.
The underlying macro bet targets sustained global liquidity supporting mega-cap cash generators and commodity floors, directly offsetting structural valuation weakness in mid-cap professional services. The opposing thesis demands holding momentum leaders longer before taking profits, sacrificing captured upside to chase duration extension. MUFG trades the liquidity premium at peak turnover rather than waiting for mean reversion.
Structural vulnerability emerges from rigid contrarian execution colliding with broad index inertia. Active beta executes at liquidity supply peaks and immediately dilutes into the portfolio’s perfect diversification baseline. The strategy is structurally blind to rate-shock alpha. Heavy IT and Financials concentration leaves it paralyzed if yield curves steepen faster than credit spreads widen, triggering a positioning squeeze across the entire mid-cap tier.
Sourced and summarized by AI from public SEC filings, limited to historical activity. Not investment guidance.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.60% | -0.13% | +7.23% | |
| 2 | AAPL | Apple INC | Stock-Tech | 5.78% | — | +6.58% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.76% | -1.23% | +2.56% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.61% | +0.32% | +20.69% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.11% | -0.27% | +1.66% | |
| 6 | AVGO | Broadcom INC | Stock-Tech | 2.29% | -0.13% | +7.54% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.19% | — | +9.86% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.96% | -0.13% | +7.60% | |
| 9 | TSLA | Tesla INC | Stock-Consumer Disc | 1.65% | -0.18% | +7.60% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.35% | -0.16% | +2.96% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.23% | — | +6.26% | |
| 12 | NFLX | Netflix INC | Stock-Comm Services | 1.21% | +0.63% | +99.90% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.18% | — | +7.08% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.16% | -0.12% | +7.47% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.09% | +0.34% | +6.25% | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.03% | +0.11% | +3.43% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.97% | — | -3.46% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | +0.19% | +7.12% | |
| 19 | WMT | Walmart INC | Stock-Consumer Staples | 0.88% | +0.16% | +11.94% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | +0.14% | +7.14% | |
| 21 | TXN | Texas Instruments INC | Stock-Tech | 0.67% | — | -4.21% | |
| 22 | CAT | Caterpillar INC | Stock-Industrials | 0.64% | +0.12% | +4.71% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.64% | +0.18% | +5.59% | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 0.63% | +0.06% | +8.55% | |
| 25 | MA | Mastercard INC - A | Stock-Financials | 0.63% | — | +6.73% | |
| 26 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 0.61% | -0.23% | -11.16% | |
| 27 | ICE | Intercontinental Exchange In | Stock-Financials | 0.60% | — | +3.14% | |
| 28 | MU | Micron Technology INC | Stock-Tech | 0.60% | +0.07% | +7.46% | |
| 29 | ABBV | Abbvie INC | Stock-Healthcare | 0.59% | — | +7.42% | |
| 30 | SPGI | S&p Global INC | Stock-Financials | 0.58% | -0.10% | +3.61% | |
| 31 | CME | Cme Group INC | Stock-Financials | 0.55% | — | +1.46% | |
| 32 | AON | Aon plc | Stock-Financials | 0.55% | +0.13% | +38.82% | |
| 33 | GS | Goldman Sachs Group INC | Stock-Financials | 0.53% | — | +5.56% | |
| 34 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.53% | — | +6.83% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.53% | — | +7.45% | |
| 36 | HD | Home Depot INC | Stock-Consumer Disc | 0.52% | — | +7.00% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.51% | — | +5.45% | |
| 38 | UBER | Uber Technologies INC | Stock-Industrials | 0.50% | — | +10.33% | |
| 39 | CSCO | Cisco Systems INC | Stock-Tech | 0.49% | — | +7.24% | |
| 40 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.47% | +0.08% | +6.85% | |
| 41 | LRCX | Lam Research CORP | Stock-Tech | 0.45% | +0.07% | +5.80% | |
| 42 | GE | General Electric | Stock-Industrials | 0.45% | — | +6.78% | |
| 43 | SNPS | Synopsys INC | Stock-Tech | 0.44% | — | +14.81% | |
| 44 | AMAT | Applied Materials INC | Stock-Tech | 0.43% | +0.11% | +6.97% | |
| 45 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.43% | -0.07% | +7.67% | |
| 46 | AZO | Autozone INC | Stock-Consumer Disc | 0.40% | — | +0.40% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.40% | — | +7.83% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.39% | -0.09% | +8.33% | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.38% | — | +5.73% | |
| 50 | LIN | Linde plc | Stock-Materials | 0.37% | +0.07% | +6.84% |
Performance for Q3 2026
+2.6%
Performance Last 4 Quarters
+19.5%
Based on 76% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 1618 | $149.0B | 14 | |
| 2025-12-31 | 1626 | $147.5B | 13 | |
| 2025-09-30 | 1605 | $138.9B | 30 | |
| 2025-06-30 | 1615 | $125.2B | 0 | |
| 2025-03-31 | 1601 | $108.6B | 100 | |
| 2024-12-31 | 1594 | $103.2B | 0 | |
| 2024-09-30 | 1593 | $93.6B | 0 | |
| 2024-06-30 | 1572 | $82.0B | 0 | |
| 2024-03-31 | 1564 | $72.4B | 0 | |
| 2023-12-31 | 1565 | $56.8B | 0 | |
| 2023-09-30 | 1544 | $49.4B | 0 | |
| 2023-06-30 | 1110 | $47.9B | 0 | |
| 2023-03-31 | 1116 | $42.1B | 0 | |
| 2022-12-31 | 1125 | $36.7B | 0 | |
| 2022-09-30 | 1130 | $31.1B | 0 | |
| 2022-06-30 | 1142 | $22.6B | 0 | |
| 2022-03-31 | 1151 | $25.3B | 0 | |
| 2021-12-31 | 1135 | $25.2B | 0 | |
| 2021-09-30 | 1121 | $20.3B | 0 | |
| 2021-06-30 | 1129 | $18.4B | 100 | |
| 2021-03-31 | 1031 | $15.3B | 20 | |
| 2020-12-31 | 1025 | $12.9B | 20 | |
| 2020-09-30 | 1004 | $10.9B | 24 | |
| 2020-06-30 | 1006 | $8.7B | 34 | |
| 2020-03-31 | 1006 | $6.5B | 23 | |
| 2019-12-31 | 1016 | $7.7B | 26 | |
| 2019-09-30 | 985 | $6.1B | 12 | |
| 2019-06-30 | 991 | $5.8B | 23 | |
| 2019-03-31 | 925 | $4.9B | 24 | |
| 2018-12-31 | 917 | $4.0B | 28 | |
| 2018-09-30 | 926 | $4.9B | 14 | |
| 2018-06-30 | 849 | $4.5B | 13 | |
| 2018-03-31 | 851 | $4.3B | 15 | |
| 2017-12-31 | 833 | $4.6B | 14 | |
| 2017-09-30 | 828 | $4.2B | 15 | |
| 2017-06-30 | 823 | $4.1B | 14 | |
| 2017-03-31 | 825 | $4.4B | 13 | |
| 2016-12-31 | 836 | $4.1B | 14 | |
| 2016-09-30 | 822 | $4.0B | 13 | |
| 2016-06-30 | 831 | $3.8B | 14 | |
| 2016-03-31 | 838 | $3.7B | 15 | |
| 2015-12-31 | 849 | $3.5B | 22 | |
| 2015-09-30 | 849 | $3.2B | 22 | |
| 2015-06-30 | 855 | $3.3B | 17 | |
| 2015-03-31 | 837 | $3.4B | 20 | |
| 2014-12-31 | 835 | $3.2B | 13 | |
| 2014-09-30 | 837 | $3.3B | 19 | |
| 2014-06-30 | 844 | $3.9B | 11 | |
| 2014-03-31 | 835 | $3.8B | 11 | |
| 2013-12-31 | 831 | $3.5B | 15 | |
| 2013-09-30 | 822 | $3.8B | 13 | |
| 2013-06-30 | 796 | $3.5B | — |
Mitsubishi UFJ Asset Management Co., Ltd.'s most significant position changes for 2026-03-31: Add: Microsoft CORP (MSFT) — shares +2.56%; Add: Netflix INC (NFLX) — shares +99.90%; Trim: Automatic Data Processing (ADP) — shares -65.06%; Add: Exxon Mobil CORP (XOM) — shares +6.25%; Trim: Arthur J Gallagher & Co (AJG) — shares -57.41%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix INC | +0.6% | +99.90% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.3% | +6.25% | Add |
| 3 | AMZN | Amazon.com INC | +0.3% | +20.69% | Add |
| 4 | COR | Cencora INC | +0.2% | +239.42% | Add |
| 5 | JNJ | Johnson & Johnson | +0.2% | +7.12% | Add |
| 6 | CVX | Chevron CORP | +0.2% | +5.59% | Add |
| 7 | WMT | Walmart INC | +0.2% | +11.94% | Add |
| 8 | COST | Costco Wholesale CORP | +0.1% | +7.14% | Add |
| 9 | AON | Aon plc | +0.1% | +38.82% | Add |
| 10 | CAT | Caterpillar INC | +0.1% | +4.71% | Add |
| 11 | KO | Coca-cola Co/the | +0.1% | +3.43% | Add |
| 12 | AMAT | Applied Materials INC | +0.1% | +6.97% | Add |
| 13 | GEV | GE Vernova INC | +0.1% | +8.84% | Add |
| 14 | VRT | Vertiv Holdings Co-a | +0.1% | +139.87% | Add |
| 15 | VZ | Verizon Communications INC | +0.1% | +7.60% | Add |
| 16 | LITE | Lumentum Holdings INC | +0.1% | +3080.73% | Add |
| 17 | MRK | Merck & Co. INC. | +0.1% | +6.85% | Add |
| 18 | COP | Conocophillips | +0.1% | +6.69% | Add |
| 19 | LRCX | Lam Research CORP | +0.1% | +5.80% | Add |
| 20 | MU | Micron Technology INC | +0.1% | +7.46% | Add |
| 21 | LIN | Linde plc | +0.1% | +6.84% | Add |
| 22 | STE | STERIS plc | +0.1% | +42.19% | Add |
| 23 | PM | Philip Morris International | +0.1% | +8.55% | Add |
| 24 | COHR | Coherent CORP | +0.1% | +776.15% | Add |
| 25 | T | At&t INC | +0.1% | +6.55% | Add |
| 26 | GLW | Corning INC | +0.1% | +7.66% | Add |
| 27 | CIEN | Ciena CORP | +0.1% | +134.70% | Add |
| 28 | INTC | Intel CORP | +0.1% | +10.17% | Add |
| 29 | INTU | Intuit INC | -0.1% | +7.54% | Add |
| 30 | UNH | Unitedhealth Group INC | -0.1% | +7.67% | Add |
| 31 | EFX | Equifax INC | -0.1% | -20.12% | Trim |
| 32 | APP | Applovin Corp-class A | -0.1% | +6.74% | Add |
| 33 | ORCL | Oracle CORP | -0.1% | +8.33% | Add |
| 34 | CRM | Salesforce INC | -0.1% | +5.33% | Add |
| 35 | SPGI | S&p Global INC | -0.1% | +3.61% | Add |
| 36 | LLY | Eli Lilly & Co | -0.1% | +7.47% | Add |
| 37 | META | Meta Platforms Inc-class A | -0.1% | +7.60% | Add |
| 38 | AVGO | Broadcom INC | -0.1% | +7.54% | Add |
| 39 | NVDA | Nvidia CORP | -0.1% | +7.23% | Add |
| 40 | V | Visa Inc-class A Shares | -0.2% | +2.96% | Add |
| 41 | BR | Broadridge Financial Solutio | -0.2% | -47.24% | Trim |
| 42 | BKNG | Booking Holdings INC | -0.2% | -13.34% | Trim |
| 43 | TSLA | Tesla INC | -0.2% | +7.60% | Add |
| 44 | TMO | Thermo Fisher Scientific INC | -0.2% | -11.16% | Trim |
| 45 | ABT | Abbott Laboratories | -0.3% | -29.78% | Trim |
| 46 | GOOGL | Alphabet Inc-cl A | -0.3% | +1.66% | Add |
| 47 | ROP | Roper Technologies INC | -0.3% | -78.67% | Trim |
| 48 | AJG | Arthur J Gallagher & Co | -0.3% | -57.41% | Trim |
| 49 | ADP | Automatic Data Processing | -0.4% | -65.06% | Trim |
| 50 | MSFT | Microsoft CORP | -1.2% | +2.56% | Add |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-12 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-03 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-07 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-12 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-12 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-08 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-13 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-09 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-08 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-07 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-09 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-08 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-07 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-01 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-04 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-09 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-07 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-04 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-06 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-06 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-09 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-10 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-06 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-11 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-05 | 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 | 2019-04-26 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-08 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-09 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-02 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-06 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-01 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-02 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-01 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-01 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-10-28 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-02 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-02 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-10 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-06 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-06 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-04-30 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-09 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-10-28 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-05 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-07 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-10 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-12 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-12 | 13F-HR | View on EDGAR |
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