— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Mitsubishi UFJ Trust & Banking Corp

Q2 2025 · Filed 2025-08-08
Market Value
$42.9B
+12.3%
Holdings
1,116
+10
New Purchases
73
Added To
420
Closed
93
Reduced
509
Top 10 Concentration
26.1%
Turnover
14.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 5.35% 4.16% +1.19% $2.3B
MSFT 4.90% 4.22% +0.68% $2.1B
SE 0.76% 0.25% +0.51% $325M
LNG 0.54% 0.07% +0.47% $232M
AVGO 1.43% 0.97% +0.46% $611M
SRE 0.49% 0.06% +0.43% $208M
MELI 0.55% 0.23% +0.32% $237M
PDD 0.46% 0.18% +0.28% $196M
SBAC 0.31% 0.04% +0.28% $134M
META 2.47% 2.22% +0.25% $1.1B
GOOG 1.27% 1.04% +0.23% $543M
TRGP 0.27% 0.07% +0.21% $118M
NFLX 1.09% 0.89% +0.20% $465M
FTNT 0.29% 0.09% +0.19% $122M
ANET 0.36% 0.18% +0.17% $152M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 4.02% 4.93% -0.91% $1.7B
UNH 0.39% 0.79% -0.40% $168M
UNP 0.16% 0.40% -0.24% $69M
AMT 0.19% 0.40% -0.20% $83M
BRK-B 0.74% 0.92% -0.17% $318M
LLY 0.80% 0.97% -0.17% $343M
GOOGL 1.55% 1.72% -0.17% $665M
ABBV 0.49% 0.65% -0.15% $212M
NEE 0.42% 0.57% -0.15% $180M
VZ 0.39% 0.53% -0.14% $167M
PG 0.53% 0.67% -0.14% $228M
GFL 0.00% 0.13% -0.13% $0
V 0.95% 1.07% -0.12% $407M
BK 0.07% 0.19% -0.12% $30M
BMY 0.26% 0.37% -0.11% $110M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 61 $19.2B 44.8%
Large Cap 644 $22.0B 51.3%
Mid Cap 325 $1.5B 3.5%
Small Cap 81 $188M 0.4%
Micro Cap 5 $10M 0.0%

Portfolio Analytics

Avg Market Cap
$77.9B
Median Market Cap
$16.2B
Avg P/E
29.4
Median P/E
21.0
Avg Dividend Yield
0.02%
Avg Beta
0.99
# Stocks
1,101
# ETFs / Funds
15

Top Holdings (1,116 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 5.35% 14,519,059 $2.3B $157.99 $707M -118,488 -0.8%
2 MSFT 4.90% 4,221,750 $2.1B $497.41 $491M -64,320 -1.5%
3 AAPL 4.02% 8,392,941 $1.7B $205.17 -$159M -73,461 -0.9%
4 AMZN 3.03% 5,926,223 $1.3B $219.39 $174M +6,087 +0.1%
5 META 2.47% 1,437,142 $1.1B $738.09 $214M -32,619 -2.2%
6 GOOGL 1.55% 3,773,735 $665M $176.23 $9M -464,522 -11.0%
7 AVGO 1.43% 2,217,853 $611M $275.65 $241M +7,015 +0.3%
8 GOOG 1.27% 3,060,798 $543M $177.39 $147M +528,116 +20.9%
9 NFLX 1.09% 347,384 $465M $1,339.13 $126M -16,874 -4.6%
10 TSLA 1.02% 1,369,841 $435M $317.66 $69M -42,655 -3.0%
11 V 0.95% 1,145,508 $407M $355.05 -$1M -18,283 -1.6%
12 JPM 0.92% 1,367,205 $396M $289.91 $26M -141,660 -9.4%
13 MA 0.88% 668,869 $376M $561.94 $7M -3,794 -0.6%
14 LLY 0.80% 439,552 $343M $779.53 -$27M -7,558 -1.7%
15 SE 0.76% 2,031,548 $325M $159.94 $229M +1,300,143 +177.8%
16 DUK 0.75% 2,726,823 $322M $118.00 $47M +474,325 +21.1%
17 BRK-B 0.74% 654,244 $318M $485.77 -$31M -1,530 -0.2%
18 XOM 0.65% 2,576,022 $278M $107.80 -$9M +164,725 +6.8%
19 AEP 0.65% 2,673,814 $277M $103.76 -$3M +109,581 +4.3%
20 IVV 0.62% 427,272 $265M $620.90 $9M -28,300 -6.2%
21 JNJ 0.57% 1,600,812 $245M $152.75 -$12M +53,819 +3.5%
22 NSC 0.57% 951,361 $244M $255.97 $53M +148,221 +18.5%
23 COST 0.56% 242,965 $241M $989.94 $11M +534 +0.2%
24 XEL 0.56% 3,516,056 $239M $68.10 $11M +283,048 +8.8%
25 MELI 0.55% 90,861 $237M $2,613.63 $148M +45,245 +99.2%
26 CSCO 0.55% 3,411,274 $237M $69.38 -$13M -640,567 -15.8%
27 WMT 0.55% 2,401,010 $235M $97.78 $14M -112,215 -4.5%
28 LNG 0.54% 952,092 $232M $243.52 $204M +833,723 +704.3%
29 OKE 0.53% 2,793,834 $228M $81.63 $47M +973,635 +53.5%
30 PG 0.53% 1,428,950 $228M $159.32 -$28M -72,748 -4.8%
31 ABBV 0.49% 1,142,491 $212M $185.62 -$36M -39,757 -3.4%
32 CRM 0.49% 776,620 $212M $272.69 $59M +206,495 +36.2%
33 SRE 0.49% 2,750,891 $208M $75.77 $187M +2,448,415 +809.5%
34 CSX 0.47% 6,137,999 $200M $32.63 $11M -309,277 -4.8%
35 PDD 0.46% 1,873,742 $196M $104.66 $128M +1,294,090 +223.2%
36 IBM 0.46% 663,783 $196M $294.78 $8M -90,036 -11.9%
37 T 0.45% 6,640,331 $192M $28.94 -$13M -620,512 -8.6%
38 HTHT 0.44% 5,606,258 $190M $33.92 $45M +1,679,440 +42.8%
39 ORCL 0.44% 853,582 $187M $218.63 $54M -96,133 -10.1%
40 HD 0.43% 499,410 $183M $366.64 -$9M -23,629 -4.5%
41 MRK 0.43% 2,308,513 $183M $79.16 -$18M +74,494 +3.3%
42 NEE 0.42% 2,595,152 $180M $69.42 -$39M -491,497 -15.9%
43 D 0.41% 3,081,520 $174M $56.52 $6M +86,437 +2.9%
44 QCOM 0.40% 1,077,976 $172M $159.26 -$348K -41,912 -3.7%
45 EVRG 0.40% 2,470,917 $170M $68.93 $52M +760,301 +44.5%
46 UNH 0.39% 539,573 $168M $311.97 -$133M -35,447 -6.2%
47 VZ 0.39% 3,848,666 $167M $43.27 -$37M -633,794 -14.1%
48 KO 0.37% 2,248,719 $159M $70.75 -$6M -56,783 -2.5%
49 BAC 0.37% 3,343,175 $158M $47.32 $21M +44,016 +1.3%
50 C 0.36% 1,806,079 $154M $85.12 $18M -100,630 -5.3%
51 ANET 0.36% 1,489,267 $152M $102.31 $82M +583,715 +64.5%
52 BKNG 0.35% 26,117 $151M $5,789.24 $31M -52 -0.2%
53 PEG 0.35% 1,781,299 $150M $84.18 $1M -23,649 -1.3%
54 GLD 0.35% 490,100 $149M $304.83 $28M +68,400 +16.2%
55 PM 0.35% 818,678 $149M $182.13 $8M -70,762 -8.0%
56 CAT 0.35% 383,063 $149M $388.21 $19M -10,435 -2.6%
57 GILD 0.34% 1,318,500 $146M $110.87 -$25M -206,767 -13.6%
58 ES 0.34% 2,293,579 $146M $63.62 $2M -27,635 -1.2%
59 GE 0.34% 563,135 $145M $257.39 $35M +15,915 +2.9%
60 TXN 0.33% 688,612 $143M $207.62 $2M -95,104 -12.1%
61 ABT 0.33% 1,049,285 $143M $136.01 $31M +209,264 +24.9%
62 INTU 0.33% 179,952 $142M $787.63 $41M +15,483 +9.4%
63 AGG 0.33% 1,413,455 $140M $99.20 $396K
64 PLTR 0.32% 1,011,911 $138M $136.32 $55M +25,607 +2.6%
65 SPOT 0.32% 177,269 $136M $767.34 $27M -20,637 -10.4%
66 SBAC 0.31% 571,308 $134M $234.84 $120M +507,815 +799.8%
67 AMAT 0.31% 731,711 $134M $183.07 $29M +6,762 +0.9%
68 NET 0.31% 679,400 $133M $195.83 $39M -158,560 -18.9%
69 ISRG 0.31% 243,611 $132M $543.41 -$1M -25,850 -9.6%
70 LIN 0.31% 280,764 $132M $469.18 $12M +24,034 +9.4%
71 DIS 0.30% 1,033,060 $128M $124.01 $24M -24,938 -2.4%
72 NOW 0.30% 123,566 $127M $1,028.08 $36M +9,827 +8.6%
73 CMCSA 0.29% 3,470,110 $124M $35.69 -$21M -463,928 -11.8%
74 ANTM 0.29% 317,054 $123M $388.96 -$13M +3,268 +1.0%
75 PGR 0.29% 461,441 $123M $266.86 -$15M -25,540 -5.2%
76 ACN 0.29% 410,719 $123M $298.89 -$16M -34,461 -7.7%
77 FTNT 0.29% 1,158,646 $122M $105.72 $87M +788,436 +213.0%
78 PEP 0.28% 909,763 $120M $132.04 -$7M +59,857 +7.0%
79 UBER 0.28% 1,283,251 $120M $93.30 $59M +453,702 +54.7%
80 ADBE 0.28% 304,923 $118M $386.88 $4M +6,533 +2.2%
81 TRGP 0.27% 675,352 $118M $174.08 $93M +550,591 +441.3%
82 MCD 0.27% 401,478 $117M $292.17 -$8M -981 -0.2%
83 SPGI 0.27% 221,972 $117M $527.29 -$2M -12,862 -5.5%
84 CCI 0.27% 1,135,140 $117M $102.73 -$17M -150,832 -11.7%
85 APP 0.27% 331,411 $116M $350.08 $34M +23,385 +7.6%
86 WFC 0.27% 1,439,144 $115M $80.12 $6M -85,900 -5.6%
87 CVX 0.26% 783,054 $112M $143.19 -$24M -32,400 -4.0%
88 BMY 0.26% 2,380,757 $110M $46.29 -$30M +82,453 +3.6%
89 TJX 0.25% 851,659 $105M $123.49 -$9M -87,241 -9.3%
90 PCG 0.24% 7,257,816 $101M $13.94 $77M +5,823,944 +406.2%
91 AMD 0.24% 709,973 $101M $141.90 $28M -1,676 -0.2%
92 GS 0.23% 141,175 $100M $707.75 $4M -34,532 -19.6%
93 MCO 0.23% 198,396 $100M $501.59 $996K -13,155 -6.2%
94 AXP 0.23% 305,249 $97M $318.98 $2M -48,284 -13.7%
95 CL 0.23% 1,061,126 $96M $90.90 $7M +108,379 +11.4%
96 AZO 0.22% 25,951 $96M $3,712.23 $12M +3,773 +17.0%
97 CI 0.22% 284,007 $94M $330.58 -$4M -14,157 -4.8%
98 TMO 0.22% 229,962 $93M $405.46 -$31M -20,131 -8.1%
99 TSM 0.22% 407,895 $92M $226.49 $18M -42,495 -9.4%
100 CTAS 0.21% 404,344 $90M $222.87 $38M +148,608 +58.1%

New Positions

SymbolValue% Port
QQQ $28M 0.06%
ESRT $11M 0.03%
B $10M 0.02%
MMYT $8M 0.02%
MGA $6M 0.01%
PRCT $6M 0.01%
SMA $4M 0.01%
BCE $4M 0.01%
RKLB $3M 0.01%
ETSY $3M 0.01%
FNV $2M —%
RAL $1M —%
COKE $1M —%
AGI $1M —%
NSA $1M —%

Sold Out Positions

SymbolValue% Port
ALB —%
IBP —%
RH —%
EMN —%
MC —%
YETI —%
AA —%
SLVM —%
BEN —%
BOX —%
ASH —%
THO —%
FRT —%
BBT —%
ALK —%
View SEC EDGAR Filings for Mitsubishi UFJ Trust & Banking Corp →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms