Mitsubishi UFJ Trust & Banking Corp reported 1,501 positions worth $44.91B for the quarter ended Jun 30, 2026, up 12.9% on the prior quarter. It opened 491 new positions, added to 445, trimmed 557 and exited 47. Its largest holding is Nvidia Corp at 5.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| CCI Crown Castle Inc. | +1.69M +961.2% | $127.80M | 0.314% |
| GFL GFL Environmental Inc. | +3.06M | $112.55M | 0.251% |
| RSG Republic Services, Inc. | +489.5K +227.8% | $104.31M | 0.334% |
| AVGO Broadcom Inc. | +275.5K +12.5% | $104.08M | 2.09% |
| NEE Nextera Energy Inc | +1.05M +33.8% | $92.25M | 0.813% |
| PDD PDD Holdings Inc. | +1.20M +33.5% | $91.16M | 0.809% |
| AAPL Apple Inc. | +286.8K +3.8% | $82.99M | 5.04% |
| SPCX Space Exploration Technologies Corp | +356.7K | $60.95M | 0.136% |
| AMZN Amazon Com Inc | +228.0K +4.2% | $54.34M | 3.01% |
| MU Micron Technology Inc | +34.6K +6.4% | $39.99M | 1.47% |
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| D Dominion Energy, Inc | -2.44M -85.7% | $166.37M | 0.062% |
| NVDA Nvidia Corp | -456.0K -3.5% | $91.25M | 5.54% |
| CSX Csx Corp | -1.28M -22.6% | $60.91M | 0.466% |
| EQIX Equinix Inc | -57.1K -45.4% | $59.49M | 0.159% |
| SBAC Sba Communications Corp | -254.0K -23.6% | $44.82M | 0.322% |
| AMT American Tower Corp | -231.9K -45.1% | $37.93M | 0.103% |
| OKE Oneok Inc | -335.4K -12.7% | $29.16M | 0.447% |
| GOOG Alphabet Inc. | -75.6K -2.9% | $26.70M | 2% |
| PCG PG&E Corp | -1.57M -16.7% | $26.40M | 0.293% |
| KLAC Kla Corp | -81.3K -9.9% | $24.52M | 0.496% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| GFL GFL Environmental Inc. | +3.06M | $112.55M | 0.251% |
| SPCX Space Exploration Technologies Corp | +356.7K | $60.95M | 0.136% |
| HONA Honeywell Aerospace Inc. | +156.4K | $34.57M | 0.077% |
| MTZ Mastec Inc | +29.1K | $12.10M | 0.027% |
| RHP Ryman Hospitality Properties, Inc. | +93.3K | $11.99M | 0.027% |
| FN Fabrinet | +16.9K | $9.50M | 0.021% |
| FDXF FedEx Freight Holding Company, Inc. | +46.9K | $7.09M | 0.016% |
| RBC RBC Bearings INC | +6,985 | $4.50M | 0.01% |
| TAP Molson Coors Beverage Co | +106.9K | $4.16M | <0.01% |
| CRCL Circle Internet Group, Inc. | +60.2K | $3.77M | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ADC Agree Realty Corp | -151.1K | $11.39M | 0.029% |
| FRPT Freshpet, Inc. | -155.6K | $9.17M | 0.023% |
| DOC Healthpeak Properties, Inc. | -285.6K | $4.69M | 0.012% |
| PONY Pony AI Inc. | -473.3K | $4.47M | 0.011% |
| RY Royal Bank Of Canada | -26.8K | $4.28M | 0.011% |
| ALC Alcon Inc | -54.4K | $4.06M | 0.01% |
| WPM Wheaton Precious Metals Corp. | -29.6K | $3.84M | <0.01% |
| RXRX Recursion Pharmaceuticals, Inc. | -908.5K | $2.79M | <0.01% |
| FND Floor & Decor Holdings, Inc. | -50.7K | $2.57M | <0.01% |
| BNS Bank Of Nova Scotia | -35.3K | $2.42M | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 12.43M | $2.49B | 5.54% | -456.0K | -3.5% | Reduced | 0.05% |
| 2 | AAPL Apple Inc. | Technology | 7.82M | $2.26B | 5.04% | +286.8K | +3.8% | Added | 0.05% |
| 3 | MSFT Microsoft Corp | Technology | 3.93M | $1.47B | 3.27% | +89.5K | +2.3% | Added | 0.05% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 5.67M | $1.35B | 3.01% | +228.0K | +4.2% | Added | 0.05% |
| 5 | GOOGL Alphabet Inc. | Technology | 3.24M | $1.16B | 2.58% | -9,270 | -0.3% | Reduced | 0.06% |
| 6 | AVGO Broadcom Inc. | Technology | 2.48M | $937.87M | 2.09% | +275.5K | +12.5% | Added | 0.05% |
| 7 | GOOG Alphabet Inc. | Technology | 2.54M | $897.84M | 2% | -75.6K | -2.9% | Reduced | 0.05% |
| 8 | META Meta Platforms, Inc. | Technology | 1.31M | $738.96M | 1.65% | +37.9K | +3.0% | Added | 0.06% |
| 9 | MU Micron Technology Inc | Technology | 572.9K | $661.24M | 1.47% | +34.6K | +6.4% | Added | 0.05% |
| 10 | TSLA Tesla, Inc. | Consumer Discretionary | 1.33M | $557.65M | 1.24% | +17.5K | +1.3% | Added | 0.03% |
| 11 | LLY ELI LILLY & Co | Healthcare | 448.8K | $538.35M | 1.2% | +4,050 | +0.9% | Added | 0.05% |
| 12 | AMD Advanced Micro Devices Inc | Technology | 795.0K | $461.84M | 1.03% | +31.8K | +4.2% | Added | 0.05% |
| 13 | JPM Jpmorgan Chase & Co | Financial Services | 1.38M | $450.61M | 1% | +34.4K | +2.6% | Added | 0.05% |
| 14 | JNJ Johnson & Johnson | Healthcare | 1.68M | $427.78M | 0.952% | +32.2K | +1.9% | Added | 0.07% |
| 15 | V Visa Inc. | Financial Services | 1.15M | $394.63M | 0.879% | +97.0K | +9.2% | Added | 0.07% |
Tip. Select a row to see that position’s full history at Mitsubishi UFJ Trust & Banking.
As of its Q2 2026 13F filing, Mitsubishi UFJ Trust & Banking Corp’s five largest positions were Nvidia Corp (NVDA) at 5.5%, Apple Inc. (AAPL) at 5.0%, Microsoft Corp (MSFT) at 3.3%, Amazon Com Inc (AMZN) at 3.0%, Alphabet Inc. (GOOGL) at 2.6% of the reported portfolio.
Mitsubishi UFJ Trust & Banking Corp reported a 13F portfolio worth $44.91B across 1,501 positions for Q2 2026. That is up 12.9% from the previous quarter.
Its largest purchases by value were Crown Castle Inc. ($127.80M), GFL Environmental Inc. ($112.55M), Republic Services, Inc. ($104.31M). It opened 491 new positions.
Its largest sales by value were Dominion Energy, Inc ($166.37M), Nvidia Corp ($91.25M), Csx Corp ($60.91M). It exited 47 positions entirely.
From the Form 13F-HR reports Mitsubishi UFJ Trust & Banking Corp files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.