Mitsubishi UFJ Trust & Banking Corp: 13F holdings, Q2 2026
Mitsubishi UFJ Trust & Banking Corp reported 1,541 positions worth $45.72B in its Form 13F for Q2 2026 (vs. $40.56B in Q1 2026), filed 2026-08-06.
Top holdings
| Ticker | Company | Value | % of portfolio | Shares | vs. Q1 2026 |
|---|---|---|---|---|---|
| - | NVIDIA CORPORATION | $2.49B | 5.4% | 12,430,225 | -4% |
| AAPL | APPLE INC | $2.26B | 4.9% | 7,819,041 | +4% |
| - | MICROSOFT CORP | $1.47B | 3.2% | 3,931,924 | +2% |
| AMZN | AMAZON.COM INC | $1.35B | 3.0% | 5,674,426 | +4% |
| GOOGL | ALPHABET INC-CL A | $1.16B | 2.5% | 3,241,156 | same |
| AVGO | BROADCOM INC | $937.87M | 2.1% | 2,482,779 | +12% |
| GOOG | ALPHABET INC-CL C | $897.84M | 2.0% | 2,541,090 | -3% |
| META | META PLATFORMS INC | $738.96M | 1.6% | 1,311,864 | +3% |
| - | MICRON TECHNOLOGY INC | $661.24M | 1.4% | 572,850 | +6% |
| - | TESLA INC | $557.65M | 1.2% | 1,325,853 | +1% |
| LLY | ELI LILLY & CO | $538.35M | 1.2% | 448,840 | +1% |
| AMD | ADVANCED MICRO DEVICES | $461.84M | 1.0% | 795,034 | +4% |
| - | JPMORGAN CHASE & CO | $450.61M | 1.0% | 1,376,632 | +3% |
| - | JOHNSON & JOHNSON | $427.78M | 0.9% | 1,684,383 | +2% |
| - | VISA INC | $394.63M | 0.9% | 1,150,234 | +9% |
| HTHT | H WORLD GROUP LTD | $380.63M | 0.8% | 9,123,560 | +5% |
| - | NEXTERA ENERGY INC | $365.12M | 0.8% | 4,159,930 | +34% |
| - | PDD HOLDINGS INC | $363.13M | 0.8% | 4,760,515 | +34% |
| AMAT | APPLIED MATERIALS INC | $354.39M | 0.8% | 490,168 | +1% |
| - | UNION PAC CORP | $346.81M | 0.8% | 1,275,019 | +3% |
| - | LAM RESEARCH CORP | $346.14M | 0.8% | 798,799 | -4% |
| - | INTEL CORP | $343.17M | 0.8% | 2,457,702 | +8% |
| BRK/B | BERKSHIRE HATHAWAY INC-CL B | $342.97M | 0.8% | 685,412 | +9% |
| DUK | DUKE ENERGY CORP | $342.90M | 0.8% | 2,708,961 | +2% |
| - | MASTERCARD INCORPORATED | $326.06M | 0.7% | 634,858 | -4% |
| CSCO | CISCO SYS INC | $301.52M | 0.7% | 2,567,005 | -5% |
| - | EXXON MOBIL CORP | $298.37M | 0.7% | 2,182,329 | -5% |
| AEP | AMERICAN ELECTRIC POWER | $292.80M | 0.6% | 2,140,225 | +2% |
| - | WALMART INC | $283.17M | 0.6% | 2,500,162 | +3% |
| CAT | CATERPILLAR INC | $273.52M | 0.6% | 256,848 | -4% |
Sold out in Q2 2026
| Ticker | Company | Value in Q1 2026 |
|---|---|---|
| - | HONEYWELL INTL INC | $74.40M |
| - | HOLOGIC INC | $14.91M |
| CTRA | COTERRA ENERGY INC | $13.08M |
| - | CARNIVAL CORP | $11.90M |
| ADC | AGREE REALTY CORP | $11.39M |
| DWDPEUR | DUPONT DE NEMOURS INC | $9.31M |
| - | FRESHPET INC | $9.17M |
| DOC | HEALTHPEAK PROPERTIES INC | $4.69M |
| - | PONY AI INC | $4.47M |
| - | ROYAL BK CDA | $4.28M |
Every fund's full quarter-over-quarter changes are in the institutional holdings dataset. Source: SEC Form 13F. Not investment advice.