SEC 13F Intelligence

Managers / Q3 2021 · view latest →

Mitsubishi UFJ Trust & Banking Corp

CIK 0001462160 · 1-4-5 MARUNOUCHI CHIYODA-KU, TOKYO, M0, 100-8212 · 81-3-3212-1211

Reported Value
$46.3B
Q3 2021
Positions
3,136
Filings on Record
31
2019–present window
Filed
Nov 12, 2021
original filing

Summary

Mitsubishi Ufj Trust & Banking Corp reported $46.3B in U.S.-listed holdings across 3,136 positions for Q3 2021.

Its largest position, MSFT, represents 3.1% of the portfolio.

Compared with Q2 2021, the fund opened 58 new positions and exited 55.

Portfolio Metrics

Turnover
+6.6%
vs prior filed quarter
Top-10 Concentration
+16.3%
share of reported value
Largest Position
+3.1%
Microsoft
New / Exited
58 / 55
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $24.0BQ4 ’18Q1 ’19: $27.2BQ2 ’19: $29.4BQ3 ’19: $39.1BQ4 ’19: $41.9BQ4 ’19Q1 ’20: $34.4BQ2 ’20: $41.4BQ3 ’20: $44.4BQ4 ’20: $49.6BQ4 ’20Q1 ’21: $45.4BQ2 ’21: $47.3BQ3 ’21: $46.3BQ4 ’21: $48.5BQ4 ’21Q1 ’22: $43.8BQ2 ’22: $39.1BQ3 ’22: $35.7BQ4 ’22: $38.3BQ4 ’22Q1 ’23: $41.1BQ2 ’23: $43.2BQ3 ’23: $40.0BQ4 ’23: $42.5BQ4 ’23Q1 ’24: $43.6BQ2 ’24: $42.0BQ3 ’24: $43.8BQ4 ’24: $42.6BQ4 ’24Q1 ’25: $38.4BQ2 ’25: $43.2BQ3 ’25: $45.5BQ4 ’25: $42.1BQ4 ’25Q1 ’26: $40.6Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 84.6%REIT: 4.5%Other: 4.4%ADR: 4.2%ETP: 1.9%Other: 0.4%
  • Common Stock · 84.6% · $39.1B
  • REIT · 4.5% · $2.1B
  • Other · 4.4% · $2.0B
  • ADR · 4.2% · $1.9B
  • ETP · 1.9% · $875M
  • Other · 0.4% · $186M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
General Electric CoNEW+724.2K724.2K+$75M$75M
SPDR SER TRNEW+1.43M1.43M+$39M$39M
VANGUARD TOTAL BONDNEW+161.3K161.3K+$14M$14M
BBWIBath & Body Works IncNEW+179.8K179.8K+$11M$11M
AMC ENTERTAINMENT-ANEW+258.2K258.2K+$10M$10M
RXRXRECURSION PHARMACE-ANEW+398.4K398.4K+$9M$9M
CTRACOTERRA ENERGY INCNEW+383.3K383.3K+$8M$8M
DUOLDUOLINGONEW+22.2K22.2K+$4M$4M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2021

46 positions
#IssuerClass% PortfolioValueShares
1AAPLAPPLE INChistory →COM3.19%$1.5B10.43M
2MSFTMICROSOFT CORPhistory →COM3.07%$1.4B5.04M
3GOOGLALPHABET INC/CA-CL ACOM2.57%$1.2B445.6K
4AMZNAMAZON.COM INC.history →COM2.49%$1.1B350.1K
5METAFACEBOOK INC-Ahistory →COM1.38%$640M1.89M
6JDJD.Com Inchistory →SPON ADR CL A1.37%$634M8.78M
7TSLATESLA INChistory →COM1.27%$586M755.6K
8Ferguson PLCSHS1.10%$507M36.5K
9NVDANVIDIA CORP.history →COM0.99%$456M2.20M
10NEENextera Energy Inchistory →COM0.90%$414M5.28M
11MRNAMODERNA INChistory →COM0.86%$398M1.03M
12AMTAmerican Tower Corphistory →COM0.76%$350M1.32M
13DDominion Energy Inchistory →COM0.73%$337M4.61M
14MAMASTERCARD INC-Ahistory →COM0.70%$325M934.0K
15NFLXNETFLIX.COM INC.history →COM0.68%$314M514.3K
16PPLPembina Pipeline Corphistory →COM0.68%$313M6.11M
17JNJJOHNSON & JOHNSONhistory →COM0.63%$291M1.80M
18VVISA INC-CL A SHAREShistory →COM0.61%$282M1.26M
19JPMJPMORGAN CHASE & COhistory →COM0.56%$261M1.59M
20UNHUNITEDHEALTH GROUPhistory →COM0.52%$243M621.5K
21CRMSALESFORCE.COM INC.history →COM0.51%$234M863.1K
22YUMCYum China Holdings Inchistory →COM0.49%$227M3.90M
23SBACSBA Communications Corphistory →CL A0.49%$225M680.9K
24TMOTHERMO FISHER SCIENThistory →COM0.48%$224M392.2K
25PGPROCTER & GAMBLEhistory →COM0.48%$222M1.59M
26ILMNILLUMINA INC.history →COM0.46%$212M523.0K
27SHOPSHOPIFY INC - Ahistory →COM0.44%$205M151.3K
28XELXcel Energy Inchistory →COM0.44%$204M3.26M
29BRK/BBERKSHIRE HATHAWAY'Bhistory →COM0.44%$203M742.8K
30ELESTEE LAUDER CO.CL-Ahistory →COM0.42%$195M650.6K
31ELVANTHEM INC.history →COM0.42%$194M521.4K
32LNGCheniere Energy Inchistory →COM0.42%$193M1.98M
33HDHOME DEPOThistory →COM0.41%$188M573.5K
34DUTMOODY'S CORPORATIONhistory →COM0.40%$186M522.9K
35NETCLOUDFLARE INC-Ahistory →COM0.40%$185M1.64M
36CSXCSX Corphistory →COM0.39%$179M6.02M
37NSCNorfolk Southern Corphistory →COM0.39%$179M746.5K
38ADBEADOBE INChistory →COM0.38%$176M306.0K
39FTNTFortinet Inchistory →COM0.38%$174M595.5K
40ESEversource Energyhistory →COM0.37%$172M2.10M
41BACBANK OF AMERICA CORPhistory →COM0.37%$172M4.04M
42PYPLPAYPAL HOLDINGS INChistory →COM0.36%$168M645.2K
43CSCOCISCO SYSTEMS INChistory →COM0.35%$162M2.98M
44DISWALT DISNEY COhistory →COM0.35%$161M954.3K
45WMTWALMART INChistory →COM0.35%$161M1.16M
46BACVERIZON COMMUNICAT.history →COM0.34%$156M2.90M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$40.6B1,721May 12, 202613F-HRchanges · EDGAR ↗
Q4 2025$42.1B1,557Jan 30, 202613F-HRchanges · EDGAR ↗
Q3 2025$45.5B1,600Oct 31, 202513F-HRchanges · EDGAR ↗
Q2 2025$43.2B1,710Aug 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$38.4B1,427May 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$42.6B1,548Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$43.8B1,548Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$42.0B1,871Aug 8, 202413F-HRchanges · EDGAR ↗
Q1 2024$43.6B2,001May 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$42.5B2,036Feb 9, 202413F-HRchanges · EDGAR ↗
Q3 2023$40.0B2,149Nov 9, 202313F-HRchanges · EDGAR ↗
Q2 2023$43.2B2,139Aug 8, 202313F-HRchanges · EDGAR ↗
Q1 2023$41.1B2,297May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$38.3B2,310Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$35.7B2,358Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$39.1B2,410Aug 9, 202213F-HRchanges · EDGAR ↗
Q1 2022$43.8B2,705May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$48.5B3,227Feb 9, 202213F-HRchanges · EDGAR ↗
Q3 2021$46.3B3,136Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$47.3B3,153Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$45.4B2,933May 12, 202113F-HRchanges · EDGAR ↗
Q4 2020$49.6B3,066Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$44.4B3,066Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$41.4B3,021Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$34.4B2,889May 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$41.9B3,057Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$39.1B3,105Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$29.4B837Aug 7, 201913F-HRchanges · EDGAR ↗
Q1 2019$27.2B806May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$24.0B792Feb 12, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 28 additional managers.

  • MU Investments Co., Ltd.028-13602
  • BAILLIE GIFFORD OVERSEAS LTD028-04395
  • BROWN ADVISORY INC028-13997
  • SOUND SHORE MANAGEMENT INC028-03697
  • ABERDEEN ASSET MANAGEMENT PLC/UK028-04701
  • Levin Easterly Partners LLC028-19504
  • COHEN & STEERS CAPITAL MANAGEMENT INC028-02405
  • Sanders Capital, LLC028-14100
  • JENNISON ASSOCIATES LLC028-00074
  • AMP Capital Investors Ltd028-15414
  • Jackson Square Partners, LLC028-16230
  • Aberdeen Asset Management Asia Limited028-11022
  • Marathon Asset Management028-03743
  • Sands Capital Management, LLC028-05734
  • Coronation Investment Management028-17489
  • Mitsubishi UFJ Kokusai Asset Management Co., Ltd.028-13566
  • Mitsubishi UFJ Asset Management (UK) Ltd.028-18096
  • NORTHERN TRUST CORP028-00290
  • RUSSELL INVESTMENT GROUP LTD028-17598
  • WESTPAC BANKING CORP028-14770
  • First Sentier Investors Realindex Pty Ltd028-14419
  • First Sentier Investors (Australia) IM Ltd028-14423
  • First Sentier Investors (UK) IM Ltd028-06518
  • First Sentier Investors (Hong Kong) Ltd028-14420
  • First Sentier Investors International IM Ltd028-14523
  • First Sentier Investors (Singapore)028-16989
  • First Sentier Investors (Australia) RE Ltd028-19145
  • MITSUBISHI UFJ FINANCIAL GROUP INC028-13582

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.