Mitsubishi UFJ Asset Management Co., Ltd.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Mitsubishi UFJ Asset Management Co., Ltd. reported 1,605 stock positions worth $138.9 billion. Its top holding was Nvidia (NVDA) at 6.7% of the portfolio, followed by Microsoft (MSFT, 6.7%) and Apple (AAPL, 5.6%). Compared with Q2 2025, it opened 12 new positions, sold out of 23, added to 761 and reduced 214. The biggest buy was Apple (AAPL, shares +4%) and the biggest sale Visa Class A (V, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- TOKYO, M0
- CIK
- 0001466546
- Portfolio Value
- $138.9B (Q3 2025)
- SEC Filing
- 0001193125-25-274927 ↗ filed Nov 12, 2025
Holdings Value
Holdings 1,605 stocks · $138.9B
| NVDA Nvidia Corp. | 6.75% | 50,228,277 | $9.4B | Add +4.4% |
| MSFT Microsoft Corp. | 6.71% | 17,983,557 | $9.3B | Add +1.4% |
| AAPL Apple Inc. | 5.58% | 30,438,660 | $7.8B | Add +3.9% |
| AMZN Amazon.com Inc. | 3.21% | 20,334,482 | $4.5B | Add +5.8% |
| GOOGL Alphabet Inc. Class A | 2.68% | 15,305,324 | $3.7B | Reduce -3.5% |
| META Meta Platforms Inc. Class A | 2.35% | 4,451,975 | $3.3B | Add +4.0% |
| AVGO Broadcom Inc. | 2.33% | 9,795,850 | $3.2B | Add +4.2% |
| TSLA Tesla Inc. | 1.89% | 5,894,465 | $2.6B | Add +4.6% |
| GOOG Alphabet Inc. Class C | 1.74% | 9,918,831 | $2.4B | Add +3.7% |
| V Visa Inc. Class A | 1.56% | 6,331,010 | $2.2B | Reduce -9.8% |
| JPM JPMorgan Chase & Co. | 1.28% | 5,630,374 | $1.8B | Add +3.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.16% | 3,218,040 | $1.6B | Add +4.9% |
| PG The Procter & Gamble Co. | 1.14% | 10,301,944 | $1.6B | Add +9.8% |
| KO The Coca-Cola Co. | 0.93% | 19,495,775 | $1.3B | Add +5.1% |
| LLY Eli Lilly & Co. | 0.91% | 1,654,170 | $1.3B | Add +4.9% |
| NFLX Netflix Inc. | 0.77% | 886,815 | $1.1B | Add +4.0% |
| TMO Thermo Fisher Scientific Inc. | 0.76% | 2,178,119 | $1.1B | Reduce -3.5% |
| XOM Exxon Mobil Corp. | 0.70% | 8,601,222 | $969.8M | Add +3.9% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.69% | 3,107,390 | $962.5M | Add +30.5% |
| ORCL Oracle Corp. | 0.69% | 3,420,174 | $961.9M | Reduce -23.8% |
| ADP Automatic Data Processing | 0.69% | 3,273,700 | $960.8M | Add +32.1% |
| SPGI S&P Global Inc. | 0.69% | 1,965,082 | $956.4M | Add +7.1% |
| MA Mastercard Inc. Class A | 0.69% | 1,677,817 | $954.4M | Add +8.1% |
| JNJ Johnson & Johnson | 0.67% | 5,030,835 | $932.8M | Add +4.3% |
| TXN Texas Instruments Inc. | 0.67% | 5,033,746 | $924.9M | Add +10.0% |
| ABT Abbott Laboratories | 0.67% | 6,899,393 | $924.1M | Add +15.7% |
| WMT Walmart Inc. | 0.66% | 8,931,265 | $920.5M | Add +5.1% |
| BKNG Booking Holdings Inc. | 0.65% | 167,400 | $903.8M | Reduce -10.5% |
| COST Costco Wholesale Corp. | 0.64% | 955,800 | $884.7M | Add +4.2% |
| PLTR Palantir Technologies Inc. Class A | 0.63% | 4,775,751 | $871.2M | Add +10.1% |
| HD Home Depot Inc. | 0.61% | 2,107,666 | $854.0M | Add +4.5% |
| ICE Intercontinental Exchange Inc. | 0.60% | 4,967,071 | $836.9M | Add +3.1% |
| PM Philip Morris International | 0.60% | 5,125,522 | $831.4M | Add +4.0% |
| ABBV Abbvie Inc. | 0.59% | 3,569,082 | $826.4M | Add +4.5% |
| CME Cme Group Inc. | 0.54% | 2,772,731 | $749.2M | Add +3.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.52% | 14,117,968 | $728.3M | Add +6.4% |
| UNH Unitedhealth Group Inc. | 0.52% | 2,108,345 | $728.0M | Add +3.5% |
| GS Goldman Sachs Group Inc. | 0.51% | 881,522 | $702.0M | Reduce -1.3% |
| ROP Roper Technologies Inc. | 0.50% | 1,385,089 | $690.7M | Add +15.4% |
| ACN Accenture PLC Class A | 0.48% | 2,724,344 | $671.8M | Reduce -17.7% |
| CVX Chevron Corp. | 0.47% | 4,219,991 | $655.3M | Add +21.2% |
| AON Aon PLC Class A | 0.47% | 1,823,442 | $650.2M | Reduce -32.6% |
| SNPS Synopsys Inc. | 0.46% | 1,301,228 | $642.0M | Add +321.3% |
| GE General Electric filed as GE AEROSPACE | 0.46% | 2,126,047 | $639.6M | Add +4.3% |
| ZTS Zoetis Inc. | 0.45% | 4,312,779 | $631.0M | Add +14.6% |
| CAT Caterpillar Inc. | 0.43% | 1,245,136 | $594.1M | Reduce -0.8% |
| CSCO Cisco Systems Inc. | 0.42% | 8,440,324 | $577.5M | Add +4.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.41% | 2,003,851 | $565.4M | Add +4.3% |
| AMD Advanced Micro Devices | 0.39% | 3,379,104 | $546.7M | Add +4.6% |
| AZO AutoZone Inc. | 0.39% | 126,915 | $544.5M | Add +2.6% |
| WFC Wells Fargo & Co. | 0.39% | 6,415,774 | $537.8M | Add +3.3% |
| AXP American Express Co. | 0.36% | 1,502,159 | $499.0M | Add +1.7% |
| MSCI MSCI Inc. | 0.36% | 874,882 | $496.4M | Add +499.3% |
| CRM Salesforce Inc. | 0.35% | 2,029,668 | $481.0M | Add +3.8% |
| MCD McDonald's Corp. | 0.34% | 1,568,779 | $476.7M | Add +4.3% |
| LIN Linde PLC | 0.34% | 985,418 | $468.1M | Add +3.8% |
| BR Broadridge Financial Solutio | 0.33% | 1,901,022 | $452.8M | Add +8.6% |
| RTX RTX Corp. | 0.33% | 2,700,448 | $451.9M | Add +4.9% |
| OTIS Otis Worldwide Corp. | 0.31% | 4,778,152 | $436.9M | Add +3.1% |
| NOW ServiceNow Inc. | 0.31% | 474,335 | $436.5M | Add +5.2% |
| MRK Merck & Co. Inc. | 0.31% | 5,172,952 | $434.4M | Add +3.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.31% | 3,713,797 | $425.2M | Add +4.3% |
| T AT&T Inc. | 0.29% | 14,348,498 | $405.2M | Add +4.5% |
| PEP Pepsico Inc. | 0.29% | 2,883,686 | $405.0M | Add +4.0% |
| UBER Uber Technologies Inc. | 0.29% | 4,082,029 | $399.9M | Add +6.4% |
| INTU Intuit Inc. | 0.29% | 580,868 | $396.7M | Add +4.6% |
| LRCX Lam Research Corp. | 0.29% | 2,961,248 | $396.5M | Reduce -2.1% |
| MU Micron Technology Inc. | 0.28% | 2,337,364 | $391.1M | Add +4.3% |
| APP AppLovin Corp. Class A | 0.28% | 542,113 | $389.5M | Add +127.8% |
| STE Steris PLC | 0.28% | 1,567,238 | $387.8M | Add +16.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 2,662,056 | $384.8M | Add +2.9% |
| ISRG Intuitive Surgical Inc. | 0.28% | 857,315 | $383.4M | Add +4.8% |
| QCOM Qualcomm Inc. | 0.28% | 2,301,044 | $382.8M | Add +2.4% |
| MS Morgan Stanley | 0.27% | 2,385,773 | $379.2M | Add +3.0% |
| VZ Verizon Communications Inc. | 0.27% | 8,561,360 | $376.3M | Add +4.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.27% | 3,373,135 | $376.0M | Add +3.0% |
| C Citigroup Inc. | 0.27% | 3,673,861 | $372.9M | Add +2.7% |
| BA The Boeing Co. | 0.27% | 1,705,306 | $368.1M | Add +3.8% |
| EFX Equifax Inc. | 0.25% | 1,380,012 | $354.0M | Add +19.6% |
| BLK BlackRock Inc. | 0.25% | 301,282 | $351.3M | Add +3.7% |
| AMGN Amgen Inc. | 0.25% | 1,237,508 | $349.2M | Add +3.7% |
| AMAT Applied Materials Inc. | 0.25% | 1,695,146 | $347.4M | Add +3.2% |
| HON Honeywell International Inc. | 0.25% | 1,625,678 | $342.2M | Add +4.7% |
| GEV GE Vernova Inc. | 0.24% | 546,202 | $335.9M | Add +4.4% |
| NEE Nextera Energy Inc. | 0.24% | 4,393,855 | $331.7M | Add +4.5% |
| SCHW Schwab (charles) Corp. | 0.24% | 3,431,217 | $327.6M | Add +4.7% |
| WELL Welltower Inc. | 0.23% | 1,826,357 | $325.3M | Add +10.3% |
| APH Amphenol Corp. Class A | 0.23% | 2,526,625 | $312.7M | Add +5.4% |
| ADBE Adobe Inc. | 0.22% | 878,589 | $309.9M | Add +3.3% |
| INTC Intel Corp. | 0.22% | 9,184,072 | $308.1M | Add +4.5% |
| ANET Arista Networks Inc. | 0.22% | 2,087,703 | $304.2M | Add +4.6% |
| KLAC KLA Corp. | 0.22% | 279,962 | $302.0M | Add +3.0% |
| ETN Eaton Corp. PLC | 0.21% | 789,077 | $295.3M | Add +3.8% |
| PANW Palo Alto Networks Inc. | 0.21% | 1,445,107 | $294.3M | Add +5.6% |
| PLD Prologis Inc. | 0.21% | 2,550,070 | $292.0M | Add +5.0% |
| PFE Pfizer Inc. | 0.21% | 11,396,271 | $290.4M | Add +4.3% |
| PGR Progressive Corp. | 0.21% | 1,174,123 | $289.9M | Add +4.6% |
| BSX Boston Scientific Corp. | 0.21% | 2,947,825 | $287.8M | Add +4.2% |
| LOW Lowe's Cos Inc. | 0.21% | 1,144,328 | $287.6M | Add +4.5% |
| GILD Gilead Sciences Inc. | 0.21% | 2,589,915 | $287.5M | Add +4.4% |
Portfolio Sells Q2 2025 → Q3 2025
| V Visa Inc. Class A | Reduce -9.8% | 1.56% | −0.43 |
| ACN Accenture PLC Class A | Reduce -17.7% | 0.48% | −0.31 |
| AON Aon PLC Class A | Reduce -32.6% | 0.47% | −0.30 |
| BKNG Booking Holdings Inc. | Reduce -10.5% | 0.65% | −0.21 |
| CDW CDW Corp. | Reduce -82.5% | 0.03% | −0.19 |
| JKHY Jack Henry & Associates Inc. | Reduce -24.1% | 0.14% | −0.10 |
| ORCL Oracle Corp. | Reduce -23.8% | 0.69% | −0.09 |
| HES Hess Corp. | Sold out | 0.00% | −0.06 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.05 |
| JNK SS SPDR BB High Yield Bond | Reduce -8.8% | 0.14% | −0.03 |
| VGIT Vanguard Intermediate-Term T | Reduce -42.4% | 0.03% | −0.03 |
| JNPR Juniper Networks Inc. | Sold out | 0.00% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Reduce -21.5% | 0.04% | −0.02 |
| AIG American International Group | Reduce -0.8% | 0.06% | −0.01 |
| YUMC Yum China Holdings Inc. | Sold out | 0.00% | −0.01 |
| MOH Molina Healthcare Inc. | Reduce -0.4% | 0.01% | −0.01 |
| STZ Constellation Brands Inc. Class A | Reduce -3.2% | 0.03% | −0.01 |
| ZS Zscaler Inc. | Reduce -12.4% | 0.03% | −0.01 |
| CAG Conagra Brands Inc. | Reduce -44.8% | 0.01% | −0.01 |
| RAL Ralliant Corp. | Reduce -99.9% | 0.00% | −0.01 |
| LKQ LKQ Corp. | Reduce -38.7% | 0.01% | −0.01 |
| AGCO Agco Corp. | Reduce -99.7% | 0.00% | −0.01 |
| IR Ingersoll-Rand Inc. | Reduce -4.0% | 0.04% | −0.01 |
| ARM Arm Holdings PLC-ADR | Reduce -64.7% | 0.00% | −0.01 |
| EMB iShares JP Morgan Usd Emergi | Reduce -36.6% | 0.01% | −0.01 |
| MKTX Marketaxess Holdings Inc. | Reduce -99.9% | 0.00% | −0.01 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.01 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.01 |
| AVTR Avantor Inc. | Reduce -99.8% | 0.00% | −0.01 |
| TW Tradeweb Markets Inc. Class A | Reduce -12.2% | 0.01% | −0.01 |
| DKNG Draftkings Inc. Class A | Reduce -11.2% | 0.01% | −0.01 |
| DUOL Duolingo | Reduce -88.5% | 0.00% | −0.01 |
| PINS Pinterest Inc. Class A | Reduce -3.8% | 0.02% | −0.01 |
| CZR Caesars Entertainment Inc. | Reduce -99.7% | 0.00% | −0.01 |
| PRCT Procept Biorobotics Corp. | Reduce -35.6% | 0.00% | −0.00 |
| ENPH Enphase Energy Inc. | Reduce -90.5% | 0.00% | −0.00 |
| AEVA Aeva Technologies Inc. | Reduce -10.7% | 0.00% | −0.00 |
| MTB M & T Bank Corp. | Reduce -0.6% | 0.04% | −0.00 |
| CPB The Campbell's Company | Reduce -42.6% | 0.00% | −0.00 |
| DPZ Domino's Pizza Inc. | Reduce -4.8% | 0.02% | −0.00 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -3.2% | 0.03% | −0.00 |
| DVA Davita Inc. | Reduce -16.7% | 0.01% | −0.00 |
| HSIC Henry Schein Inc. | Reduce -20.8% | 0.00% | −0.00 |
| LUV Southwest Airlines Co. | Reduce -6.9% | 0.01% | −0.00 |
| RBRK Rubrik Inc. Class A | Reduce -13.4% | 0.01% | −0.00 |
| HEI.A Heico Corp. Class A | Reduce -2.5% | 0.01% | −0.00 |
| SNAP Snap Inc. Class A | Reduce -0.4% | 0.01% | −0.00 |
| SFM Sprouts Farmers Market Inc. | Reduce -77.5% | 0.00% | −0.00 |
| FARO Faro Technologies Inc. | Sold out | 0.00% | −0.00 |
| CNH CNH Industrial NV | Reduce -0.3% | 0.01% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +3.9% | 5.58% | +0.78 |
| NVDA Nvidia Corp. | Add +4.4% | 6.75% | +0.68 |
| TSLA Tesla Inc. | Add +4.6% | 1.89% | +0.46 |
| GOOG Alphabet Inc. Class C | Add +3.7% | 1.74% | +0.38 |
| SNPS Synopsys Inc. | Add +321.3% | 0.46% | +0.34 |
| MSCI MSCI Inc. | Add +499.3% | 0.36% | +0.29 |
| AVGO Broadcom Inc. | Add +4.2% | 2.33% | +0.26 |
| APP AppLovin Corp. Class A | Add +127.8% | 0.28% | +0.21 |
| PLTR Palantir Technologies Inc. Class A | Add +10.1% | 0.63% | +0.15 |
| HOOD Robinhood Markets Inc. Class A | Add +102.7% | 0.17% | +0.11 |
| ABBV Abbvie Inc. | Add +4.5% | 0.59% | +0.09 |
| AJG Arthur J Gallagher & Co. | Add +30.5% | 0.69% | +0.08 |
| JNJ Johnson & Johnson | Add +4.3% | 0.67% | +0.08 |
| ADP Automatic Data Processing | Add +32.1% | 0.69% | +0.08 |
| CVX Chevron Corp. | Add +21.2% | 0.47% | +0.07 |
| INTC Intel Corp. | Add +4.5% | 0.22% | +0.06 |
| MU Micron Technology Inc. | Add +4.3% | 0.28% | +0.06 |
| ANET Arista Networks Inc. | Add +4.6% | 0.22% | +0.06 |
| GE General Electric | Add +4.3% | 0.46% | +0.04 |
| APH Amphenol Corp. Class A | Add +5.4% | 0.23% | +0.04 |
| DDOG Datadog Inc. Class A | Add +132.8% | 0.06% | +0.04 |
| NEM Newmont Corp. | Add +3.2% | 0.13% | +0.03 |
| GLW Corning Inc. | Add +5.0% | 0.11% | +0.03 |
| XYZ Block Inc. | Add +128.2% | 0.06% | +0.03 |
| WELL Welltower Inc. | Add +10.3% | 0.23% | +0.03 |
| WBD Warner Bros Discovery Inc. | Add +9.6% | 0.07% | +0.03 |
| IBKR Interactive Brokers Gro Class A | Add +137.5% | 0.04% | +0.03 |
| AMD Advanced Micro Devices | Add +4.6% | 0.39% | +0.03 |
| WDC Western Digital Corp. | Add +6.9% | 0.06% | +0.03 |
| STX Seagate Technology Holdings | Add +4.8% | 0.07% | +0.03 |
| AZO AutoZone Inc. | Add +2.6% | 0.39% | +0.03 |
| EME Emcor Group Inc. | Add +130.1% | 0.04% | +0.03 |
| C Citigroup Inc. | Add +2.7% | 0.27% | +0.03 |
| RTX RTX Corp. | Add +4.9% | 0.33% | +0.03 |
| HD Home Depot Inc. | Add +4.5% | 0.61% | +0.02 |
| KLAC KLA Corp. | Add +3.0% | 0.22% | +0.02 |
| BAC Bank of America Corp. | Add +6.4% | 0.52% | +0.02 |
| TJX TJX Companies Inc. | Add +2.9% | 0.28% | +0.02 |
| STE Steris PLC | Add +16.4% | 0.28% | +0.02 |
| GEV GE Vernova Inc. | Add +4.4% | 0.24% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +3.6% | 1.28% | +0.02 |
| TPR Tapestry Inc. | Add +85.0% | 0.03% | +0.02 |
| TEL Te Connectivity PLC | Add +5.1% | 0.09% | +0.02 |
| ABT Abbott Laboratories | Add +15.7% | 0.67% | +0.02 |
| NOC Northrop Grumman Corp. | Add +4.6% | 0.13% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +3.5% | 0.52% | +0.02 |
| SPG Simon Property Group Inc. | Add +9.7% | 0.12% | +0.02 |
| EFX Equifax Inc. | Add +19.6% | 0.25% | +0.02 |
| CMI Cummins Inc. | Add +4.5% | 0.09% | +0.02 |
| JGLO JPMorgan GLBL SLCT Eq ETF | Add +156.0% | 0.03% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,658 | $180.4B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q1 2026 | 1,618 | $149.0B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q4 2025 | 1,626 | $147.5B | NVDA, MSFT, AAPL, GOOGL, AMZN |
| Q3 2025 | 1,605 | $138.9B | NVDA, MSFT, AAPL, AMZN, GOOGL |
| Q2 2025 | 1,615 | $125.2B | MSFT, NVDA, AAPL, AMZN, META |
| Q1 2025 | 1,601 | $108.6B | MSFT, AAPL, NVDA, AMZN, GOOGL |
| Q4 2024 | 1,594 | $103.2B | MSFT, AAPL, NVDA, AMZN, GOOGL |
| Q3 2024 | 1,593 | $93.6B | MSFT, AAPL, NVDA, AMZN, GOOGL |
| Q2 2024 | 1,572 | $82.0B | MSFT, NVDA, AAPL, AMZN, GOOGL |
| Q1 2024 | 1,564 | $72.4B | MSFT, AAPL, NVDA, AMZN, GOOGL |