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Mitsubishi UFJ Trust & Banking Corp Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Mitsubishi UFJ Trust & Banking Corp with $45.5B in long positions as of Q3 2025, 30% allocated to Technology, and 27% concentrated in top 10 positions.

Portfolio Value
$45.5B
Top 10 Concentration
27%
Top Sector
Technology (30%)
US Exposure
95%
Market Cap Focus
Large Cap
Countries
23

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 30.40%TechnologyFinancial Services: 10.90%Financial ServicesConsumer Cyclical: 9.60%Consumer CyclicalCommunication Services: 9.20%Communication ServicesHealthcare: 8.30%Industrials: 8.00%Utilities: 5.80%Consumer Defensive: 4.30%Energy: 3.50%Real Estate: 2.50%ETF: 1.90%Basic Materials: 1.70%
Technology
30.40%
Financial Services
10.90%
Consumer Cyclical
9.60%
Communication Services
9.20%
Healthcare
8.30%
Industrials
8.00%
Utilities
5.80%
Consumer Defensive
4.30%
Energy
3.50%
Real Estate
2.50%
ETF
1.90%
Basic Materials
1.70%

Industry Breakdown

133 industries across all sectors

Semiconductors: 10.21%SemiconductorsSoftware - Infrastructure: 8.01%Software - InfrastructureInternet Content & Information: 6.42%Consumer Electronics: 4.57%Regulated Electric: 4.46%Specialty Retail: 4.29%Drug Manufacturers - General: 3.39%Software - Application: 3.23%Financial - Credit Services: 2.42%Banks - Diversified: 2.30%ETF: 1.86%Auto - Manufacturers: 1.60%Railroads: 1.45%Aerospace & Defense: 1.42%Information Technology Services: 1.38%Oil & Gas Midstream: 1.35%Entertainment: 1.34%Industrial - Machinery: 1.32%Telecommunications Services: 1.30%Discount Stores: 1.21%Oil & Gas Integrated: 1.09%Medical - Devices: 1.03%Insurance - Diversified: 1.00%Household & Personal Products: 0.99%Medical - Healthcare Plans: 0.97%Asset Management: 0.95%Computer Hardware: 0.93%Financial - Data & Stock Exchanges: 0.88%Communication Equipment: 0.86%Banks - Regional: 0.86%Beverages - Non-Alcoholic: 0.86%Medical - Diagnostics & Research: 0.86%REIT - Specialty: 0.85%Insurance - Property & Casualty: 0.81%Hardware, Equipment & Parts: 0.77%Financial - Capital Markets: 0.74%Chemicals - Specialty: 0.69%Travel Services: 0.67%95 more: 16.84%95 more
Semiconductors
Technology
10.21%
Software - Infrastructure
Technology
8.01%
Internet Content & Information
Communication Services
6.42%
Consumer Electronics
Technology
4.57%
Regulated Electric
Utilities
4.46%
Specialty Retail
Consumer Cyclical
4.29%
Drug Manufacturers - General
Healthcare
3.39%
Software - Application
Technology
3.23%
Financial - Credit Services
Financial Services
2.42%
Banks - Diversified
Financial Services
2.30%
ETF
ETF
1.86%
Auto - Manufacturers
Consumer Cyclical
1.60%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 43.83%Mega Cap (> $200B)Large Cap ($10B - $200B): 47.00%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 2.77%Small Cap ($300M - $2B): 0.23%Nano Cap (< $50M): 0.39%N/A (ETF or Unknown): 5.79%
Mega Cap (> $200B)
43.83%
Large Cap ($10B - $200B)
47.00%
Mid Cap ($2B - $10B)
2.77%
Small Cap ($300M - $2B)
0.23%
Nano Cap (< $50M)
0.39%
N/A (ETF or Unknown)
5.79%

Portfolio Concentration

Top 10 Holdings %
27.35%
Top 20 Holdings %
34.97%
Top 50 Holdings %
49.1%
Top 100 Holdings %
63.11%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
94.75%
International
5.25%
Countries
23
Largest Int'l Market
Ireland - 1.26%
United States of America
94.75% ($43.1B)
989 holdings
Ireland
1.26% ($572.7M)
16 holdings
Canada
0.83% ($379.5M)
34 holdings
Switzerland
0.50% ($228.0M)
8 holdings
Uruguay
0.48% ($217.3M)
1 holdings
United Kingdom
0.47% ($214.8M)
15 holdings
Luxembourg
0.32% ($147.4M)
2 holdings
Brazil
0.31% ($139.9M)
2 holdings
Taiwan
0.19% ($87.5M)
1 holdings
Peru
0.17% ($77.6M)
1 holdings
Israel
0.14% ($62.0M)
7 holdings
Korea (the Republic of)
0.12% ($53.6M)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
48.6 quarters
Avg. Top 20
41.8 quarters
Avg. All Positions
26.9 quarters
Median Holding Period
24 quarters
Persistence Rate
82.83%
Persistent Holdings Weight
98.7%
Persistent Positions
912
Longest Held
Arch Capital Group Ltd logo
Arch Capital Group LtdACGL - 49 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.001%
Avg. Position Weight
0.09%
Largest Position
Nvidia Corp logo
Nvidia CorpNVDA - 5.73%
Largest Ownership Stake
ACM Research, Inc. Class A Common Stock logo
ACM Research, Inc. Class A Common StockACMR - 2.12%
Avg. Ownership Stake
0.10%
Ownership Stake >5%
0
Ownership Stake >1%
2

Historical (Since Q2 2013)

Avg. New Position
0.07%
Avg. Ownership Stake
0.21%
Largest Position
Nvidia Corp logo
Nvidia CorpNVDA - 5.73% (Q3 2025)
Largest Ownership Stake
Nabors Industries Ltd. logo
Nabors Industries Ltd.NBR - 8.61% (Q3 2014)

Portfolio Turnover

Current Quarter

Turnover Ratio
5.2%
Value Traded
$2.36B
Positions Added
20
Positions Exited
45

Historical (Since Q2 2013)

Avg. Turnover Ratio
6.6%
Avg. Positions Added
44
Avg. Positions Exited
39
Highest Turnover
62.5%
Q3 2018
Lowest Turnover
1.5%
Q3 2017

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