MITSUBISHI UFJ FINANCIAL GROUP INC
Long book
$62.06B
Q1 2026
Positions
1
Top-10 weight
100%
concentration
Last quarter
+30.7%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsMITSUBISHI UFJ FINANCIAL GROUP INC is a diversified fundamental manager, specialised in financials (100% of the long book), running a $62.06B US long book across 1 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: MORGAN STANLEY.
Over the last 9 quarters its long book ran on average 6.5pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+4.2%
Q2 2024
+8.2%
Q3 2024
+21.6%
Q4 2024
-6.6%
Q1 2025
+21.7%
Q2 2025
+13.6%
Q3 2025
+12.4%
Q4 2025
-6.8%
Q1 2026
+30.7%
Sector allocation
Financials 100%
Long book by quarter
What does MITSUBISHI UFJ own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| MS MORGAN STANLEY | Financials | 377.1M | $62.06B | 100.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 11, 2026 | 1 | $62.06B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 4, 2026 | 1 | $66.94B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 7, 2025 | 1 | $59.94B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 8, 2025 | 1 | $53.12B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 9, 2025 | 1 | $43.99B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 7, 2025 | 1 | $47.41B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 1 | $39.31B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 8, 2024 | 1 | $36.65B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 9, 2024 | 1 | $35.51B | canonical | SEC ↗ |
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