Mitsubishi UFJ Trust & Banking Corp

CIK 0001462160 · Q1 2026

13F Equity AUM

$40.6B

-3.6% QoQ

Positions

1,097

+10 QoQ

AUM Rank

#262

Top 2%

Skill Alpha (FF)

+0.4%/yr^ns

No Clear Edge

Rank #2,032 · Top 25%

vs S&P -1.9%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 18.9%Top 10: 26.5%Top 20: 35.3%

NVDA5.5%

AAPL4.7%

MSFT3.5%

AMZN2.8%

GOOGL2.3%

GOOG1.9%

META1.8%

AVGO1.7%

TSLA1.2%

HTHT1.1%

Others (1087)73.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology27.3%

Financial Services12.4%

Consumer Cyclical11.6%

Communication Services9.0%

Healthcare8.8%

Industrials8.3%

Utilities6.7%

Energy5.2%

Other10.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 1097Median: 0.02%Avg: 0.09%

0–0.5%

1066(58.0%)

0.5–1%

20(14.5%)

1–3%

8(13.7%)

3–5%

2(8.2%)

5%+

1(5.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 1,096Unique: 1vs 20 funds

15%Moderate

1,097

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

20.9%

BANK OF AMERICA CORP /DE/

23%

BlackRock, Inc.

27.3%

JPMORGAN CHASE & CO

22.3%

VANGUARD CAPITAL MANAGEMENT LLC

31.1%

STATE STREET CORP

30.5%

GEODE CAPITAL MANAGEMENT, LLC

29.9%

FMR LLC

34%

VANGUARD PORTFOLIO MANAGEMENT LLC

34%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New80Increased501Decreased487Exited71

New Positions

CNR0.3%

+1.4M

AQN0.2%

+12.7M

AZN0.0%

+83K

TEM0.0%

+260K

CTRE0.0%

+279K

SUNBELT RENTALS HOLD…0.0%

+161K

CDE0.0%

+435K

ASTS0.0%

+91K

AMCOR PLC0.0%

+206K

AUR0.0%

+1.5M

Increased

NU0.3%

+1.9M(+24%)

YMM0.4%

+1.7M(+10%)

HTHT1.1%

+1.1M(+14%)

JOBY-WT0.0%

+790K(+96%)

BAC0.4%

+706K(+28%)

ATAT0.2%

+505K(+29%)

PDD0.9%

+398K(+13%)

STLA0.0%

+367K(+739%)

D0.4%

+363K(+15%)

OKE0.6%

+347K(+15%)

Decreased

ES0.0%

-1,556,086(-90%)

CSX0.6%

-1,499,966(-21%)

W3U0.0%

-1,338,304(-70%)

TTD0.0%

-495,779(-73%)

NFLX0.7%

-426,635(-13%)

HLF0.0%

-376,323(-71%)

ACMR0.1%

-363,368(-44%)

CPNG0.1%

-323,685(-23%)

BTE0.0%

-315,700(-71%)

LNG0.5%

-311,596(-31%)

Exited

-122,920

-191,669

-374,884

-22,052

-415,200

-148,468

-76,402

-244,742

-97,857

-171,200

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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