13FPulse
← All fund report cards

Mitsubishi UFJ Trust & Banking Corp

13F equity value
$45.7B
Positions
1,541
Top 10 concentration
27.4%
Quarters / total new picks
51 / 1,618
13F equity value over time
$0M$29B$59B20132014201520162017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 51 quarters, returned +1.4% per quarter — versus +2.0% per quarter from simply owning every 13F stock. It beat that baseline in only 49.0% of quarters (excess t = 0.49, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+0.5%
t-stat
0.49
Quarterly win rate
49%
Annualized excess
-3.0%
$1 → follow vs universe
$1.67 vs $2.39
Cumulative return: $1 invested in new picks vs universe
1.00 0.78 1.68 2.58 20132014201520162017201820192020202120222023202420252026 Follow Universe

Quarterly compounding, invested quarters only · entry after the actual SEC deadline plus a 2-day buffer

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 1541 · 2026 Q2

Ticker Value Weight QoQ
NVDA $2.5B
5.4%
TRIM −4%
AAPL $2.3B
5.0%
ADD +4%
MSFT $1.5B
3.2%
ADD +2%
AMZN $1.4B
3.0%
ADD +4%
GOOGL $1.2B
2.5%
HOLD
AVGO $938M
2.1%
ADD +13%
GOOG $898M
2.0%
TRIM −3%
META $739M
1.6%
ADD +3%
MU $661M
1.5%
ADD +6%
TSLA $558M
1.2%
HOLD
LLY $538M
1.2%
HOLD
AMD $462M
1.0%
ADD +4%
JPM $451M
1.0%
ADD +3%
JNJ $428M
0.9%
HOLD
V $395M
0.9%
ADD +9%
HTHT $381M
0.8%
ADD +5%
NEE $365M
0.8%
ADD +34%
PDD $363M
0.8%
ADD +34%
AMAT $354M
0.8%
HOLD
UNP $347M
0.8%
ADD +3%

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q2

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry is the first trading session after the actual SEC filing deadline plus a 2-day buffer. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.