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Mitsubishi Ufj Financial Group Inc

13F for the quarter to June 30, 2026, filed August 7, 2026 · SEC CIK 67088

Reported value
$78.8bn
100% in companies we cover
Positions we cover
1
Largest MS 100.0%
Copy, a year
+18.9%
S&P 500 +14.1%
Copy Sharpe ratio
0.66
S&P 500 0.78

How copying its 13F would have done

$10.0k$20.0k$40.0k$80.0k 2013201520172019202120232025 $97.9k$57.0k
CopyS&P 500 $10,000 copying Mitsubishi Ufj Financial Group Inc's filed holdings in companies we cover from August 16, 2013, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −48.1% (S&P 500 −31.8%); beta 1.36; alpha +2.7% a year (t = 0.49); last 12 months +15.7% against +12.1%.

Reported value by quarter

Mitsubishi Ufj Financial Group Inc: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).
$0 $10T $20T $30T $40T Reported value, 2013-06-30: $10.6B Reported value, 2013-09-30: $11.6B Reported value, 2013-12-31: $13.5B Reported value, 2014-03-31: $13.5B Reported value, 2014-06-30: $14B Reported value, 2014-09-30: $14.9B Reported value, 2014-12-31: $16.8B Reported value, 2015-03-31: $15.4B Reported value, 2015-06-30: $16.8B Reported value, 2015-09-30: $13.6B Reported value, 2015-12-31: $13.7B Reported value, 2016-03-31: $10.8B Reported value, 2016-06-30: $11.2B Reported value, 2016-09-30: $13.9B Reported value, 2016-12-31: $18.3B Reported value, 2017-03-31: $18.5B Reported value, 2017-06-30: $19.3B Reported value, 2017-09-30: $20.8B Reported value, 2017-12-31: $22.7B Reported value, 2018-03-31: $23.3B Reported value, 2018-06-30: $20.2B Reported value, 2018-09-30: $19.5B Reported value, 2018-12-31: $16.3B Reported value, 2019-03-31: $17.1B Reported value, 2019-06-30: $17.4B Reported value, 2019-09-30: $16.6B Reported value, 2019-12-31: $19.6B Reported value, 2020-03-31: $12.8B Reported value, 2020-06-30: $18.2B Reported value, 2020-09-30: $18.2B Reported value, 2020-12-31: $25.8B Reported value, 2021-03-31: $29.3B Reported value, 2021-06-30: $34.6B Reported value, 2021-09-30: $36.7B Reported value, 2021-12-31: $37B Reported value, 2022-03-31: $33B Reported value, 2022-06-30: $28.7B Reported value, 2022-09-30: $29.8B Reported value, 2022-12-31: $32.1T Reported value, 2023-03-31: $33.1B Reported value, 2023-06-30: $32.2B Reported value, 2023-09-30: $30.8B Reported value, 2023-12-31: $35.2B Reported value, 2024-03-31: $35.5B Reported value, 2024-06-30: $36.6B Reported value, 2024-09-30: $39.3B Reported value, 2024-12-31: $47.4B Reported value, 2025-03-31: $44B Reported value, 2025-06-30: $53.1B Reported value, 2025-09-30: $59.9B Reported value, 2025-12-31: $66.9B Reported value, 2026-03-31: $62.1B Reported value, 2026-06-30: $78.8B 2013-06-30 2016-03-31 2018-12-31 2021-09-30 2026-06-30 $78.8B
View chart data
Period Reported value
2013-06-30 $10.6B
2013-09-30 $11.6B
2013-12-31 $13.5B
2014-03-31 $13.5B
2014-06-30 $14B
2014-09-30 $14.9B
2014-12-31 $16.8B
2015-03-31 $15.4B
2015-06-30 $16.8B
2015-09-30 $13.6B
2015-12-31 $13.7B
2016-03-31 $10.8B
2016-06-30 $11.2B
2016-09-30 $13.9B
2016-12-31 $18.3B
2017-03-31 $18.5B
2017-06-30 $19.3B
2017-09-30 $20.8B
2017-12-31 $22.7B
2018-03-31 $23.3B
2018-06-30 $20.2B
2018-09-30 $19.5B
2018-12-31 $16.3B
2019-03-31 $17.1B
2019-06-30 $17.4B
2019-09-30 $16.6B
2019-12-31 $19.6B
2020-03-31 $12.8B
2020-06-30 $18.2B
2020-09-30 $18.2B
2020-12-31 $25.8B
2021-03-31 $29.3B
2021-06-30 $34.6B
2021-09-30 $36.7B
2021-12-31 $37B
2022-03-31 $33B
2022-06-30 $28.7B
2022-09-30 $29.8B
2022-12-31 $32.1T
2023-03-31 $33.1B
2023-06-30 $32.2B
2023-09-30 $30.8B
2023-12-31 $35.2B
2024-03-31 $35.5B
2024-06-30 $36.6B
2024-09-30 $39.3B
2024-12-31 $47.4B
2025-03-31 $44B
2025-06-30 $53.1B
2025-09-30 $59.9B
2025-12-31 $66.9B
2026-03-31 $62.1B
2026-06-30 $78.8B

Holdings and moves

CompanyShare of portfolioValueSharesChange in shares
MSMorgan Stanley100.00%$78.8bn377.09M0.0%

None this quarter.

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

None this quarter.

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

No positions in covered companies were sold out this quarter.

  • Financials100.0%

Share of the value held in companies we cover, by sector.

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestAugust 16, 2013 to November 2, 2026+18.9%+14.1%0.660.78−48.1%1.36
2018 onwardsJanuary 5, 2018 to November 2, 2026+18.7%+13.9%0.610.66−48.1%1.31
Last three yearsNovember 3, 2023 to November 2, 2026+38.4%+21.8%1.151.16−28.7%1.40
Last yearNovember 7, 2025 to November 2, 2026+17.2%+14.2%0.610.84−19.1%1.34

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.