Mitsubishi UFJ Trust & Banking Corp 13F Holdings
Mitsubishi UFJ Trust & Banking Corp's holdings from its Form 13F-HR filing for the quarter ended June 30, 2026, compared with the previous quarter (March 31, 2026). 13F filings list the long U.S. equity positions held by institutional investment managers with over $100 million under management.
Quarter
Q2 2026
Reported 13F value
$45.7B
Largest holding
Nvidia Corp.
Biggest Buys (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| CROWN CASTLE INC | +1.69M sh | $132.5M | 0.31% |
| GFL ENVIRONMENTAL INC (SUB VTG SHS) | New position | $112.5M | 0.25% |
| PDD HOLDINGS INC(ADR (ADR) | +1.20M sh | $106.6M | 0.79% |
| REPUBLIC SERVICES | +489,500 sh | $105.8M | 0.33% |
| NEXTERA ENERGY INC. | +1.05M sh | $94.9M | 0.80% |
| BROADCOM INC | +275,500 sh | $94.7M | 2.05% |
| APPLE INC | +286,800 sh | $77.9M | 4.95% |
| SPACE EXPLORATION TE | New position | $60.9M | 0.13% |
| AMAZON.COM INC. | +228,000 sh | $50.9M | 2.96% |
| NU HOLDINGS LTD/CA-A | +2.80M sh | $38.8M | 0.37% |
Biggest Sells (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| DOMINION ENERGY INC | -2.44M sh | -$158.5M | 0.06% |
| NVIDIA CORP. | -456,100 sh | -$85.4M | 5.44% |
| HONEYWELL INTL INC. | Sold out | -$74.4M | 0.00% |
| EQUINIX INC | -57,100 sh | -$57.7M | 0.16% |
| CSX | -1.28M sh | -$56.8M | 0.46% |
| SBA COMMUNICATIONS C | -254,000 sh | -$44.3M | 0.32% |
| AMERICAN TOWER CORP | -231,900 sh | -$39.0M | 0.10% |
| ISHARES TRUST ISHARE (ETF) | -593,800 sh | -$31.6M | 0.04% |
| ONEOK INC. | -335,400 sh | -$29.7M | 0.44% |
| PG AND E CORPORATION | -1.57M sh | -$27.0M | 0.29% |
Top 50 Holdings
| Security | Value | % of portfolio | Change in shares |
|---|---|---|---|
| NVIDIA CORP. | $2.5B | 5.44% | -3.54% |
| APPLE INC | $2.3B | 4.95% | +3.81% |
| MICROSOFT CORP | $1.5B | 3.21% | +2.33% |
| AMAZON.COM INC. | $1.4B | 2.96% | +4.19% |
| ALPHABET INC/CA-CL A | $1.2B | 2.53% | -0.29% |
| BROADCOM INC | $937.9M | 2.05% | +12.48% |
| ALPHABET INC/CA-CL C | $897.8M | 1.96% | -2.89% |
| META PLATFORMS INC-A | $739.0M | 1.62% | +2.98% |
| MICRON TECHNOLOGY | $661.2M | 1.45% | +6.44% |
| TESLA INC | $557.7M | 1.22% | +1.33% |
| ELI LILLY AND COMPAN | $538.4M | 1.18% | +0.91% |
| ADVANCED MICRO | $461.8M | 1.01% | +4.16% |
| JPMORGAN CHASE & CO | $450.6M | 0.99% | +2.56% |
| JOHNSON & JOHNSON | $427.8M | 0.94% | +1.95% |
| VISA INC-CL A SHARES | $394.6M | 0.86% | +9.21% |
| H WORLD GROUP LT(ADR (ADR) | $380.6M | 0.83% | +4.51% |
| NEXTERA ENERGY INC. | $365.1M | 0.80% | +33.81% |
| PDD HOLDINGS INC(ADR (ADR) | $363.1M | 0.79% | +33.52% |
| APPLIED MATERIALS | $354.4M | 0.78% | +1.41% |
| UNION PACIFIC | $346.8M | 0.76% | +3.09% |
| LAM RESEARCH CORP. | $346.1M | 0.76% | -4.23% |
| INTEL CORPORATION | $343.2M | 0.75% | +8.32% |
| BERKSHIRE HATHAWAY'B | $343.0M | 0.75% | +8.95% |
| DUKE ENERGY CORP. | $342.9M | 0.75% | +1.69% |
| MASTERCARD INC-A | $326.1M | 0.71% | -4.13% |
| CISCO SYSTEMS INC | $301.5M | 0.66% | -4.84% |
| EXXON MOBIL CORP. | $298.4M | 0.65% | -4.66% |
| AMERICAN ELECTRIC PO | $292.8M | 0.64% | +1.85% |
| WALMART INC | $283.2M | 0.62% | +2.56% |
| CATERPILLAR | $273.5M | 0.60% | -4.25% |
| ABBVIE INC | $261.4M | 0.57% | -5.14% |
| ISHARES CORE S&P 500 (ETF) | $247.4M | 0.54% | +8.18% |
| COSTCO WHOLESALE CO. | $224.7M | 0.49% | +0.27% |
| SEA LTD-ADR (ADR) | $223.9M | 0.49% | -3.56% |
| KLA CORP | $222.7M | 0.49% | -9.48% |
| MERCK & CO. INC | $222.0M | 0.49% | +8.92% |
| XCEL ENERGY INC | $220.6M | 0.48% | +4.00% |
| UNITEDHEALTH GROUP | $210.5M | 0.46% | -7.11% |
| BANK OF AMERICA CORP | $210.5M | 0.46% | +7.99% |
| CSX | $209.2M | 0.46% | -22.55% |
| NETFLIX INC | $207.7M | 0.45% | +1.65% |
| CANADIAN NATL RY CO | $204.9M | 0.45% | +21.75% |
| SEMPRA | $201.7M | 0.44% | -0.38% |
| PROCTER & GAMBLE | $201.1M | 0.44% | -0.66% |
| MERCADOLIBRE INC | $201.0M | 0.44% | +4.32% |
| ONEOK INC. | $200.8M | 0.44% | -12.68% |
| TEXAS INSTRUMENTS | $193.9M | 0.42% | +8.73% |
| GE AEROSPACE | $190.3M | 0.42% | -3.43% |
| COCA-COLA COMPANY | $184.4M | 0.40% | +0.89% |
| FULL TRUCK ALLIA(ADR (ADR) | $182.5M | 0.40% | +16.37% |
Values are as reported in the filing, adjusted for stock splits. Ranked by market value; options and other non-equity positions may be included where the filing lists them.
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