1y return+13.8%S&P 500 +20.9%
3y return+53.3%S&P 500 +68.5%
5y return+50.0%S&P 500 +74.5%
10y return+204.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $305 against $357 in the S&P 500.2
Mitsubishi UFJ Asset Management Co., Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $11.9B | 6.6% | +5.1% |
| AAPLApple Inc | $10.6B | 5.9% | +7.8% |
| MSFTMicrosoft Corp | $7.5B | 4.2% | +5.2% |
| AMZNAmazon Com Inc | $6.6B | 3.7% | +7.6% |
| GOOGLAlphabet Inc | $6.3B | 3.5% | +10.1% |
| AVGOBroadcom Inc | $4.5B | 2.5% | +7.0% |
| GOOGAlphabet Inc | $4.2B | 2.3% | +3.3% |
| MUMicron Technology Inc | $3.3B | 1.8% | +8.3% |
| METAMeta Platforms Inc | $3.1B | 1.7% | +8.5% |
| TSLATesla Inc | $3.0B | 1.7% | +7.6% |
| VVisa Inc | $2.4B | 1.3% | +6.3% |
| AMDAdvanced Micro Devices Inc | $2.4B | 1.3% | +8.2% |
| LLYEli Lilly & Co | $2.4B | 1.3% | +7.0% |
| JPMJpmorgan Chase & Co | $2.2B | 1.2% | +6.6% |
| BRK/BBerkshire Hathaway Inc Del | $2.0B | 1.1% | +8.0% |
| INTCIntel Corp | $1.6B | 0.9% | +6.1% |
| KOCoca Cola Co | $1.6B | 0.9% | −3.2% |
| JNJJohnson & Johnson | $1.5B | 0.9% | +7.4% |
| NFLXNetflix Inc. | $1.5B | 0.8% | +11.1% |
| PGProcter & Gamble Co | $1.5B | 0.8% | |
| AMATApplied Matls Inc | $1.5B | 0.8% | +7.7% |
| CATCaterpillar Inc | $1.5B | 0.8% | +2.0% |
| LRCXLam Research Corp | $1.4B | 0.8% | +4.6% |
| Exxon Mobil CorpCUSIP 30231G102 | $1.4B | 0.8% | +6.5% |
| WMTWalmart Inc | $1.3B | 0.7% | +7.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $11.9B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $4.5B |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $1.5B |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $2.4B |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $1.5B |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $2.4B |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $1.4B |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $974.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $6.3B |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $4.2B |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $399.1M
- Carnival CorpCUSIP 143658300 was $65.9M
- CTRACoterra Energy Inc was $61.3M
- Dupont De Nemours IncCUSIP 26614N102 was $42.8M
- Hologic IncCUSIP 436440101 was $37.5M
- Thomson Reuters CorpCUSIP 884903808 was $3.5M
- LIDRAeye Inc was $1.4M
- Microvision Inc DelCUSIP 594960304 was $1.3M
- Veris Residential IncCUSIP 554489104 was $1.2M
- WLDNWilldan Group Inc was $973K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.9% | +14.8% |
| March 31, 2026 | −5.3% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +9.3% | +10.5% |
| March 31, 2025 | −3.6% | −4.6% |
| December 31, 2024 | +1.3% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +2.6% | +4.0% |
| March 31, 2024 | +8.7% | +10.0% |
| December 31, 2023 | +10.7% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +7.5% | +8.3% |
| March 31, 2023 | +6.2% | +7.0% |
| December 31, 2022 | +7.2% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −16.9% | −16.5% |
| March 31, 2022 | −6.0% | −4.9% |
| December 31, 2021 | +8.9% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mitsubishi UFJ Asset Management Co., Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1466546&type=13F-HR&dateb=&owner=include&count=40CIK 1466546
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1466546/000119312526339045/Filed August 7, 2026 · accession 0001193125-26-339045