Mitsubishi UFJ Asset Management Co., Ltd.

TOKYO, M0 · CIK 1466546 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entity三菱ＵＦＪアセットマネジメント株式会社 (JP)
Part of 株式会社三菱ＵＦＪフィナンシャル・グループ (JP)

Other 13F filers in this group: MITSUBISHI UFJ FINANCIAL GROUP INC $78.8bn, Mitsubishi UFJ Trust & Banking Corp $45.7bn, MUFG Securities EMEA plc $9.5bn, MUFG BANK, LTD. $3.6bn, MUFG SECURITIES AMERICAS INC. $1.9bn, Mitsubishi UFJ Asset Management (UK) Ltd. $215.2m, Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. $32.7m, First Sentier Investors (Australia) IM Ltd files a notice, First Sentier Investors (Australia) RE Ltd files a notice, First Sentier Investors (Hong Kong) Ltd files a notice

3 more

First Sentier Investors RQI Pty Ltd files a notice, Mitsubishi UFJ Securities Holdings Co., Ltd. files a notice, MUFG Americas Holdings Corp last filed Q3 2023

$180.4bn reported value +21.1% vs Q1 2026

1,659positions

33.8%in top 10

90 new 859 added 217 reduced 49 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

MITSUBISHI UFJ FINANCIAL GROUP INC – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	59,298,961	$11.9bn6.58%	6.58%	Added +2.9m	+2,902,522 5.2%
2	APPLE INC COM AAPL	AAPL	36,594,139	$10.6bn5.87%	5.87%	Added +2.6m	+2,642,786 7.8%
3	MICROSOFT CORP COM MSFT	MSFT	20,161,916	$7.5bn4.17%	4.17%	Added +1.0m	+1,003,560 5.2%
4	AMAZON COM INC COM AMZN	AMZN	27,823,553	$6.6bn3.68%	3.68%	Added +2.0m	+1,976,810 7.7%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	17,724,321	$6.3bn3.51%	3.51%	Added +1.6m	+1,631,721 10.1%
6	BROADCOM INC COM AVGO	AVGO	11,800,351	$4.5bn2.47%	2.47%	Added +767.9k	+767,850 7.0%
7	ALPHABET INC CAP STK CL C GOOG	GOOG	11,763,766	$4.2bn2.30%	2.30%	Added +380.8k	+380,818 3.4%
8	MICRON TECHNOLOGY INC COM MU	MU	2,876,227	$3.3bn1.84%	1.84%	Added +220.5k	+220,545 8.3%
9	META PLATFORMS INC CL A META	META	5,539,703	$3.1bn1.73%	1.73%	Added +433.2k	+433,174 8.5%
10	TESLA INC COM TSLA	TSLA	7,122,168	$3.0bn1.66%	1.66%	Added +505.6k	+505,589 7.6%
11	VISA INC COM CL A V	V	7,050,013	$2.4bn1.34%	1.34%	Added +417.8k	+417,775 6.3%
12	ADVANCED MICRO DEVICES INC COM AMD	AMD	4,162,609	$2.4bn1.34%	1.34%	Added +315.8k	+315,830 8.2%
13	ELI LILLY & CO COM LLY	LLY	2,013,696	$2.4bn1.34%	1.34%	Added +131.7k	+131,669 7.0%
14	JPMORGAN CHASE & CO COM JPM	JPM	6,645,272	$2.2bn1.21%	1.21%	Added +410.4k	+410,413 6.6%
15	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,946,324	$2.0bn1.09%	1.09%	Added +291.8k	+291,838 8.0%
16	INTEL CORP COM INTC	INTC	11,626,397	$1.6bn0.90%	0.90%	Added +666.0k	+666,041 6.1%
17	COCA COLA CO COM KO	KO	19,581,969	$1.6bn0.88%	0.88%	Reduced -653.2k	-653,157 -3.2%
18	JOHNSON & JOHNSON COM JNJ	JNJ	6,075,370	$1.5bn0.86%	0.86%	Added +420.6k	+420,556 7.4%
19	NETFLIX INC COM NFLX	NFLX	20,746,540	$1.5bn0.82%	0.82%	Added +2.1m	+2,076,782 11.1%
20	PROCTER AND GAMBLE CO COM PG	PG	10,097,178	$1.5bn0.82%	0.82%	Added +99.8k	+99,811 1.0%
21	APPLIED MATLS INC COM AMAT	AMAT	2,034,179	$1.5bn0.81%	0.81%	Added +145.1k	+145,129 7.7%
22	CATERPILLAR INC COM CAT	CAT	1,377,957	$1.5bn0.81%	0.81%	Added +26.6k	+26,580 2.0%
23	LAM RESEARCH CORP COM NEW LRCX	LRCX	3,312,931	$1.4bn0.80%	0.80%	Added +145.1k	+145,071 4.6%
24	EXXON MOBIL CORP COM XOM	XOM	10,154,212	$1.4bn0.77%	0.77%	Added +623.0k	+622,961 6.5%
25	WALMART INC COM WMT	WMT	11,328,435	$1.3bn0.71%	0.71%	Added +803.2k	+803,237 7.6%
26	TEXAS INSTRS INC COM TXN	TXN	4,044,637	$1.2bn0.67%	0.67%	Reduced -1.1m	-1,113,345 -21.6%
27	CISCO SYS INC COM CSCO	CSCO	10,176,574	$1.2bn0.66%	0.66%	Added +703.6k	+703,633 7.4%
28	PHILIP MORRIS INTL INC COM PM	PM	6,365,306	$1.2bn0.64%	0.64%	Added +671.4k	+671,359 11.8%
29	ABBVIE INC COM ABBV	ABBV	4,340,720	$1.1bn0.61%	0.61%	Added +309.7k	+309,681 7.7%
30	COSTCO WHSL CORP NEW COM COST	COST	1,160,998	$1.1bn0.60%	0.60%	Added +83.0k	+83,049 7.7%
31	UNITEDHEALTH GROUP INC COM UNH	UNH	2,563,973	$1.1bn0.59%	0.59%	Added +193.2k	+193,244 8.2%
32	MASTERCARD INCORPORATED CL A MA	MA	1,984,858	$1.0bn0.57%	0.57%	Added +105.2k	+105,190 5.6%
33	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	2,012,934	$1.0bn0.56%	0.56%	Added +159.7k	+159,708 8.6%
34	KLA CORP COM NEW KLAC	KLAC	3,337,436	$1.0bn0.56%	0.56%	Added +212.4k	+212,366 6.8%
35	GOLDMAN SACHS GROUP INC COM GS	GS	963,426	$974.4m0.54%	0.54%	Added +24.0k	+24,014 2.6%
36	GE AEROSPACE COM NEW GE	GE	2,548,756	$952.5m0.53%	0.53%	Added +169.1k	+169,116 7.1%
37	BANK AMERICA CORP COM BAC	BAC	16,493,635	$939.8m0.52%	0.52%	Added +1.0m	+1,016,613 6.6%
38	AON PLC SHS CL A AON	AON	2,753,913	$913.4m0.51%	0.51%	Added +237.3k	+237,276 9.4%
39	HOME DEPOT INC COM HD	HD	2,541,157	$896.2m0.50%	0.50%	Added +174.6k	+174,593 7.4%
40	S&P GLOBAL INC COM SPGI	SPGI	2,006,014	$817.0m0.45%	0.45%	Reduced -35.9k	-35,870 -1.8%
41	CHEVRON CORP NEW COM CVX	CVX	4,890,968	$810.7m0.45%	0.45%	Added +287.5k	+287,463 6.2%
42	MERCK & CO INC COM MRK	MRK	6,184,340	$794.6m0.44%	0.44%	Added +402.0k	+402,011 7.0%
43	GE VERNOVA INC COM GEV	GEV	669,232	$786.3m0.44%	0.44%	Added +46.3k	+46,320 7.4%
44	UBER TECHNOLOGIES INC COM UBER	UBER	10,423,380	$752.2m0.42%	0.42%	Added +79.4k	+79,358 0.8%
45	SYNOPSYS INC COM SNPS	SNPS	1,675,522	$747.4m0.41%	0.41%	Added +15.8k	+15,820 0.9%
46	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	5,806,751	$714.9m0.40%	0.40%	Added +79.7k	+79,740 1.4%
47	PALO ALTO NETWORKS INC COM PANW	PANW	2,090,819	$713.0m0.40%	0.40%	Added +130.0k	+130,038 6.6%
48	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,431,943	$683.9m0.38%	0.38%	Added +181.1k	+181,050 8.0%
49	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	5,698,278	$664.8m0.37%	0.37%	Added +305.5k	+305,529 5.7%
50	MARVELL TECHNOLOGY INC COM MRVL	MRVL	2,192,031	$653.0m0.36%	0.36%	Added +1.2m	+1,203,585 121.8%
51	RTX CORPORATION COM RTX	RTX	3,357,045	$636.9m0.35%	0.35%	Added +277.2k	+277,239 9.0%
52	CME GROUP INC COM CME	CME	2,851,836	$629.8m0.35%	0.35%	Added +69.9k	+69,938 2.5%
53	ORACLE CORP COM ORCL	ORCL	4,267,854	$625.5m0.35%	0.35%	Added +310.0k	+310,040 7.8%
54	WELLS FARGO CO NEW COM WFC	WFC	7,512,840	$620.9m0.34%	0.34%	Added +450.9k	+450,907 6.4%
55	LINDE PLC SHS LIN	LIN	1,188,678	$616.9m0.34%	0.34%	Added +77.9k	+77,879 7.0%
56	MORGAN STANLEY COM NEW MS	MS	2,884,044	$602.9m0.33%	0.33%	Added +197.1k	+197,134 7.3%
57	CITIGROUP INC COM NEW C	C	4,162,778	$582.6m0.32%	0.32%	Added +164.2k	+164,159 4.1%
58	AMERICAN EXPRESS CO COM AXP	AXP	1,712,074	$579.1m0.32%	0.32%	Added +49.8k	+49,763 3.0%
59	AUTOZONE INC COM AZO	AZO	179,254	$572.9m0.32%	0.32%	Added +1.6k	+1,555 0.9%
60	WESTERN DIGITAL CORP COM WDC	WDC	875,582	$559.3m0.31%	0.31%	Added +78.6k	+78,599 9.9%
61	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	569,718	$549.8m0.30%	0.30%	Added +51.3k	+51,264 9.9%
62	AMPHENOL CORP CL A APH	APH	3,098,752	$546.3m0.30%	0.30%	Added +250.9k	+250,881 8.8%
63	AMGEN INC COM AMGN	AMGN	1,478,418	$535.4m0.30%	0.30%	Added +97.2k	+97,238 7.0%
64	WELLTOWER INC COM WELL	WELL	2,334,400	$529.8m0.29%	0.29%	Added +196.9k	+196,854 9.2%
65	QUALCOMM INC COM QCOM	QCOM	2,764,365	$510.8m0.28%	0.28%	Added +188.1k	+188,073 7.3%
66	MCDONALDS CORP COM MCD	MCD	1,859,191	$502.6m0.28%	0.28%	Added +118.7k	+118,682 6.8%
67	ANALOG DEVICES INC COM ADI	ADI	1,259,949	$500.4m0.28%	0.28%	Added +86.5k	+86,486 7.4%
68	MCKESSON CORP COM MCK	MCK	656,084	$495.7m0.27%	0.27%	Added +377.6k	+377,617 135.6%
69	CORNING INC COM GLW	GLW	1,929,161	$492.8m0.27%	0.27%	Added +126.8k	+126,836 7.0%
70	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	640,239	$488.6m0.27%	0.27%	Added +46.3k	+46,332 7.8%
71	CENCORA INC COM COR	COR	1,709,563	$483.8m0.27%	0.27%	Added +349.8k	+349,835 25.7%
72	MSCI INC COM MSCI	MSCI	858,176	$480.6m0.27%	0.27%	Added +1.5k	+1,481 0.2%
73	NEXTERA ENERGY INC COM NEE	NEE	5,448,444	$478.2m0.27%	0.27%	Added +472.2k	+472,190 9.5%
74	SANDISK CORP COM SNDK	SNDK	209,990	$477.5m0.26%	0.26%	Added +10.8k	+10,807 5.4%
75	PEPSICO INC COM PEP	PEP	3,499,917	$473.9m0.26%	0.26%	Added +248.4k	+248,425 7.6%
76	BOOKING HOLDINGS INC COM BKNG	BKNG	2,652,172	$472.7m0.26%	0.26%	Reduced -600.1k	-600,053 -18.4%
77	TJX COS INC NEW COM TJX	TJX	3,066,748	$464.6m0.26%	0.26%	Added +138.3k	+138,346 4.7%
78	STERIS PLC SHS USD STE	STE	2,200,220	$463.3m0.26%	0.26%	Added +5.3k	+5,275 0.2%
79	BOEING CO COM BA	BA	2,041,841	$442.0m0.24%	0.24%	Added +112.1k	+112,116 5.8%
80	ARISTA NETWORKS INC COM SHS ANET	ANET	2,578,287	$438.0m0.24%	0.24%	Added +205.9k	+205,919 8.7%
81	ISHARES TR IBOXX INV CP ETF LQD	LQD	3,997,712	$436.0m0.24%	0.24%	Added +289.4k	+289,447 7.8%
82	VERIZON COMMUNICATIONS INC COM VZ	VZ	10,219,866	$432.7m0.24%	0.24%	Added +540.8k	+540,753 5.6%
83	OTIS WORLDWIDE CORP COM OTIS	OTIS	5,918,140	$423.7m0.23%	0.23%	Added +26.1k	+26,119 0.4%
84	DISNEY WALT CO COM DIS	DIS	4,391,961	$422.7m0.23%	0.23%	Added +255.6k	+255,551 6.2%
85	PROLOGIS INC. COM PLD	PLD	3,082,490	$417.6m0.23%	0.23%	Added +216.5k	+216,473 7.5%
86	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	1,029,421	$409.4m0.23%	0.23%	Added +88.1k	+88,092 9.4%
87	EATON CORP PLC SHS ETN	ETN	949,877	$404.8m0.22%	0.22%	Added +71.6k	+71,600 8.2%
88	GILEAD SCIENCES INC COM GILD	GILD	3,157,393	$398.9m0.22%	0.22%	Added +234.4k	+234,440 8.0%
89	UNION PAC CORP COM UNP	UNP	1,453,536	$395.4m0.22%	0.22%	Added +110.3k	+110,330 8.2%
90	ABBOTT LABS COM ABT	ABT	4,303,186	$390.5m0.22%	0.22%	Reduced -610.9k	-610,882 -12.4%
91	DEERE & CO COM DE	DE	603,961	$383.1m0.21%	0.21%	Added +27.4k	+27,423 4.8%
92	SCHWAB CHARLES CORP COM SCHW	SCHW	4,017,116	$370.7m0.21%	0.21%	Added +211.2k	+211,172 5.5%
93	BLACKROCK INC COM BLK	BLK	370,188	$356.0m0.20%	0.20%	Added +27.8k	+27,771 8.1%
94	AT&T INC COM T	T	17,037,701	$352.7m0.20%	0.20%	Added +1.1m	+1,059,960 6.6%
95	EQUINIX INC COM EQIX	EQIX	327,840	$341.7m0.19%	0.19%	Added +24.7k	+24,668 8.1%
96	PFIZER INC COM PFE	PFE	14,060,742	$338.6m0.19%	0.19%	Added +1.1m	+1,098,549 8.5%
97	APPLOVIN CORP COM CL A APP	APP	643,342	$331.5m0.18%	0.18%	Added +36.6k	+36,649 6.0%
98	SALESFORCE INC COM CRM	CRM	2,078,620	$325.6m0.18%	0.18%	Reduced -158.3k	-158,269 -7.1%
99	PROGRESSIVE CORP COM PGR	PGR	1,477,250	$322.7m0.18%	0.18%	Added +108.1k	+108,064 7.9%
100	CVS HEALTH CORP COM CVS	CVS	3,118,927	$322.7m0.18%	0.18%	Added +253.0k	+253,014 8.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		882,840	$399.1m882.8k shares
CARNIVAL CORP		2,545,853	$65.9m2.5m shares
COTERRA ENERGY INC CTRA	CTRA	1,743,150	$61.3m1.7m shares
DUPONT DE NEMOURS INC DWDP	DWDP	311,147	$42.8m311.1k shares
HOLOGIC INC HOLX	HOLX	495,881	$37.5m495.9k shares
THOMSON REUTERS CORP		38,663	$3.5m38.7k shares
AEYE INC LIDR	LIDR	757,338	$1.4m757.3k shares
MICROVISION INC DEL		1,991,938	$1.3m2.0m shares
VERIS RESIDENTIAL INC		64,402	$1.2m64.4k shares
WILLDAN GROUP INC WLDN	WLDN	12,713	$973.3k12.7k shares
TERNS PHARMACEUTICALS INC		17,300	$912.1k17.3k shares
INNOVIZ TECHNOLOGIES LTD INVZ	INVZ	1,227,581	$776.4k1.2m shares
MASIMO CORP MASI	MASI	3,558	$632.9k3.6k shares
PAGAYA TECHNOLOGIES LTD PGY	PGY	51,037	$594.6k51.0k shares
NAVITAS SEMICONDUCTOR CORP NVTS	NVTS	67,762	$594.3k67.8k shares
ROOT INC ROOT	ROOT	12,928	$571.0k12.9k shares
PEAKSTONE REALTY TRUST PKST	PKST	26,506	$553.7k26.5k shares
SUNPOWER INC SPWR	SPWR	365,569	$464.3k365.6k shares
GENIE ENERGY LTD GNE	GNE	27,463	$388.3k27.5k shares
BANCO SANTANDER S.A. SAN	SAN	18,362	$207.1k18.4k shares
BITFARMS LTD BITF	BITF	105,176	$205.1k105.2k shares
REGENXBIO INC RGNX	RGNX	20,870	$174.9k20.9k shares
JUMIA TECHNOLOGIES AG JMIA	JMIA	24,541	$169.3k24.5k shares
BLINK CHARGING CO BLNK	BLNK	276,746	$156.9k276.7k shares
INVESCO EXCH TRADED FD TR II SPHD	SPHD	3,100	$153.8k3.1k shares