MUFG BANK, LTD.
Long book
$3.04B
Q1 2026
Positions
5
Top-10 weight
100%
concentration
Last quarter
+16.9%
SPY +14.8%
Turnover
20%
of book per quarter
Strategy in plain words
auto-generated from filingsMUFG BANK, LTD. is a diversified fundamental manager, specialised in financials (79% of the long book), running a $3.04B US long book across 5 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: US BANCORP, GRAB HOLDINGS LTD - CL A, SS SPDR S&P 500 ETF TRUST-US, POLESTAR AUTOMOTIVE-CL A ADS, CME GROUP INC.
Over the last 9 quarters its long book ran on average 0.1pp per quarter ahead of the S&P 500, beating the index in 5 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
-7.1%
Q2 2024
+14.9%
Q3 2024
+9.6%
Q4 2024
-8.8%
Q1 2025
+9.1%
Q2 2025
+10.9%
Q3 2025
+3.3%
Q4 2025
-7.2%
Q1 2026
+16.9%
Sector allocation
Financials 82%
Services media 18%
Long book by quarter
What does MUFG BANK, own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 11, 2026 | 5 | $3.04B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 4, 2026 | 4 | $3.18B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 7, 2025 | 4 | $3.11B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 8, 2025 | 4 | $2.87B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 9, 2025 | 4 | $2.65B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 7, 2025 | 4 | $2.93B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 3 | $2.58B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 8, 2024 | 3 | $3.13B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 9, 2024 | 3 | $3.51B | canonical | SEC ↗ |