Mitsubishi UFJ Trust & Banking Corp
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), Mitsubishi UFJ Trust & Banking Corp reported 1,083 stock positions worth $42.0 billion. Its top holding was Microsoft (MSFT) at 4.9% of the portfolio, followed by Nvidia (NVDA, 4.8%) and Apple (AAPL, 4.5%). Compared with Q1 2024, it opened 78 new positions, sold out of 71, added to 377 and reduced 604. The biggest buy was GFL Environmental Inc.-Sub VT (GFL, shares +193050%) and the biggest sale an exit from iShares Tips Bond ETF (TIP).
- Most Recent 13F
- Q2 2026
- Location
- TOKYO, M0
- CIK
- 0001462160
- Portfolio Value
- $42.0B (Q2 2024)
- SEC Filing
- 0000950123-24-007388 ↗ filed Aug 8, 2024
Holdings Value
Holdings 1,083 stocks · $42.0B
| MSFT Microsoft Corp. | 4.93% | 4,628,681 | $2.1B | Reduce -7.4% |
| NVDA Nvidia Corp. | 4.83% | 16,414,548 | $2.0B | Reduce -8.1% |
| AAPL Apple Inc. | 4.47% | 8,902,704 | $1.9B | Reduce -4.2% |
| AMZN Amazon.com Inc. | 2.98% | 6,474,117 | $1.3B | Reduce -8.1% |
| META Meta Platforms Inc. Class A | 1.99% | 1,656,612 | $835.3M | Reduce -8.6% |
| GOOGL Alphabet Inc. Class A | 1.80% | 4,145,584 | $755.1M | Reduce -6.6% |
| GOOG Alphabet Inc. Class C | 1.50% | 3,436,394 | $630.3M | Reduce -6.5% |
| NEE Nextera Energy Inc. | 1.09% | 6,460,734 | $457.5M | Reduce -13.9% |
| LLY Eli Lilly & Co. | 1.07% | 495,751 | $448.8M | Reduce -4.1% |
| AVGO Broadcom Inc. | 0.91% | 236,981 | $380.5M | Reduce -17.3% |
| MA Mastercard Inc. Class A | 0.81% | 773,346 | $341.2M | Reduce -5.3% |
| JPM JPMorgan Chase & Co. | 0.80% | 1,661,045 | $336.0M | Reduce -4.7% |
| UNH Unitedhealth Group Inc. | 0.78% | 641,263 | $326.6M | Add +0.4% |
| AMT American Tower Corp. | 0.78% | 1,676,965 | $326.0M | Add +2.8% |
| TSLA Tesla Inc. | 0.78% | 1,646,027 | $325.7M | Reduce -14.4% |
| DUK Duke Energy Corp. | 0.76% | 3,174,750 | $318.2M | Reduce -8.2% |
| V Visa Inc. Class A | 0.75% | 1,195,744 | $313.8M | Reduce -9.0% |
| SO The Southern Co. | 0.74% | 4,026,218 | $312.3M | Reduce -6.9% |
| XOM Exxon Mobil Corp. | 0.71% | 2,587,647 | $297.9M | Add +6.3% |
| LNG Cheniere Energy Inc. | 0.71% | 1,701,362 | $297.4M | Add +6.3% |
| UNP Union Pacific Corp. | 0.68% | 1,263,312 | $285.8M | Reduce -6.8% |
| NFLX Netflix Inc. | 0.67% | 416,810 | $281.3M | Add +1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.66% | 680,138 | $276.7M | Reduce -7.8% |
| ABBV Abbvie Inc. | 0.63% | 1,539,159 | $264.0M | Reduce -1.8% |
| JNJ Johnson & Johnson | 0.62% | 1,785,835 | $261.0M | Reduce -2.6% |
| COST Costco Wholesale Corp. | 0.60% | 297,804 | $253.1M | Reduce -6.6% |
| PG The Procter & Gamble Co. | 0.58% | 1,484,681 | $244.9M | Reduce -7.8% |
| ES Eversource Energy | 0.55% | 4,036,748 | $228.9M | Add +4.3% |
| TXN Texas Instruments Inc. | 0.54% | 1,159,689 | $225.6M | Reduce -9.7% |
| ELV Elevance Health Inc. | 0.53% | 409,137 | $221.7M | Reduce -10.3% |
| WMT Walmart Inc. | 0.52% | 3,245,807 | $219.8M | Reduce -1.8% |
| D Dominion Energy Inc. | 0.51% | 4,403,941 | $215.8M | Reduce -2.6% |
| QCOM Qualcomm Inc. | 0.51% | 1,072,052 | $213.5M | Reduce -8.3% |
| IVV iShares Core S&P 500 ETF | 0.51% | 387,422 | $212.0M | Add +10.0% |
| CSCO Cisco Systems Inc. | 0.50% | 4,376,620 | $207.9M | Reduce -0.2% |
| MRK Merck & Co. Inc. | 0.47% | 1,606,918 | $198.9M | Reduce -10.8% |
| ADBE Adobe Inc. | 0.46% | 348,227 | $193.5M | Reduce -1.3% |
| HD Home Depot Inc. | 0.45% | 550,603 | $189.5M | Add +0.9% |
| AEP American Electric Power | 0.45% | 2,156,479 | $189.2M | Reduce -5.5% |
| VZ Verizon Communications Inc. | 0.45% | 4,571,186 | $188.5M | Reduce -4.8% |
| XEL Xcel Energy Inc. | 0.44% | 3,455,283 | $184.5M | Reduce -17.5% |
| NSC Norfolk Southern Corp. | 0.44% | 856,125 | $183.8M | Add +0.3% |
| AMAT Applied Materials Inc. | 0.43% | 763,138 | $180.1M | Reduce -14.2% |
| AMD Advanced Micro Devices | 0.41% | 1,064,189 | $172.6M | Reduce -9.4% |
| MELI MercadoLibre Inc. | 0.39% | 99,810 | $164.0M | Add +4.7% |
| EXC Exelon Corp. | 0.39% | 4,678,849 | $161.9M | Reduce -8.9% |
| CRM Salesforce Inc. | 0.39% | 628,534 | $161.6M | Add +8.8% |
| KO The Coca-Cola Co. | 0.38% | 2,525,050 | $160.7M | Reduce -6.1% |
| CAT Caterpillar Inc. | 0.38% | 475,003 | $158.2M | Add +18.6% |
| WSO Watsco Inc. | 0.37% | 339,152 | $157.1M | Reduce -12.7% |
| PEP Pepsico Inc. | 0.37% | 939,655 | $155.0M | Reduce -11.8% |
| FTNT Fortinet Inc. | 0.36% | 2,504,022 | $150.9M | Add +5.9% |
| TMO Thermo Fisher Scientific Inc. | 0.36% | 272,280 | $150.6M | Reduce -9.9% |
| CCI Crown Castle Inc. | 0.34% | 1,481,713 | $144.8M | Reduce -21.9% |
| INTU Intuit Inc. | 0.34% | 218,013 | $143.3M | Add +22.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 822,403 | $142.2M | Add +2.7% |
| CVX Chevron Corp. | 0.34% | 904,616 | $141.5M | Reduce -10.5% |
| EW Edwards Lifesciences Corp. | 0.34% | 1,528,418 | $141.2M | Reduce -2.1% |
| CMCSA Comcast Corp. Class A | 0.34% | 3,596,336 | $140.8M | Reduce -9.2% |
| AGG iShares Core U.S. Aggregate | 0.33% | 1,413,455 | $137.2M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.33% | 3,435,384 | $136.6M | Reduce -8.9% |
| T AT&T Inc. | 0.32% | 7,124,745 | $136.2M | Add +18.0% |
| ISRG Intuitive Surgical Inc. | 0.32% | 304,465 | $135.4M | Reduce -5.1% |
| ACN Accenture PLC Class A | 0.32% | 444,842 | $135.0M | Reduce -10.6% |
| EVRG Evergy Inc. | 0.32% | 2,532,351 | $134.1M | Reduce -5.7% |
| ORCL Oracle Corp. | 0.32% | 947,241 | $133.8M | Reduce -2.0% |
| EPAM Epam Systems Inc. | 0.32% | 708,328 | $133.2M | Add +38.3% |
| DTM DT Midstream Inc. | 0.32% | 1,863,772 | $132.4M | Reduce -21.0% |
| ANET Arista Networks Inc. | 0.31% | 371,976 | $130.4M | Reduce -11.6% |
| MKL Markel Group Inc. | 0.31% | 82,348 | $129.8M | Reduce -3.6% |
| LNT Alliant Energy Corp. | 0.31% | 2,537,989 | $129.2M | Reduce -25.4% |
| TRGP Targa Resources Corp. | 0.29% | 954,199 | $122.9M | Reduce -30.0% |
| BKNG Booking Holdings Inc. | 0.29% | 30,879 | $122.3M | Add +10.0% |
| LIN Linde PLC | 0.29% | 275,783 | $121.0M | Reduce -5.5% |
| CI The Cigna Group | 0.28% | 358,838 | $118.6M | Reduce -4.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 1,054,462 | $116.1M | Reduce -1.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 1,166,103 | $115.8M | Reduce -9.5% |
| GILD Gilead Sciences Inc. | 0.27% | 1,647,773 | $113.1M | Reduce -8.1% |
| SPGI S&P Global Inc. | 0.27% | 251,036 | $112.0M | Reduce -10.7% |
| ADI Analog Devices Inc. | 0.27% | 489,545 | $111.7M | Reduce -11.7% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.26% | 1,131,758 | $110.5M | Reduce -12.9% |
| MLM Martin Marietta Materials | 0.26% | 203,434 | $110.2M | Reduce -18.9% |
| LRCX Lam Research Corp. | 0.26% | 101,397 | $108.0M | Reduce -24.6% |
| PGR Progressive Corp. | 0.26% | 517,364 | $107.5M | Reduce -4.3% |
| MCD McDonald's Corp. | 0.25% | 419,642 | $106.9M | Reduce -7.9% |
| CL Colgate-Palmolive Co. | 0.25% | 1,087,648 | $105.5M | Add +10.6% |
| WFC Wells Fargo & Co. | 0.25% | 1,775,700 | $105.5M | Reduce -8.1% |
| UGI Ugi Corp. | 0.25% | 4,579,512 | $104.9M | Add +22.2% |
| AMGN Amgen Inc. | 0.25% | 334,666 | $104.6M | Reduce -19.3% |
| GLD SPDR Gold Shares | 0.25% | 485,700 | $104.4M | Reduce -5.7% |
| KLAC KLA Corp. | 0.24% | 120,940 | $99.7M | Reduce -4.5% |
| AXP American Express Co. | 0.23% | 423,375 | $98.0M | Reduce -3.8% |
| NOW ServiceNow Inc. | 0.23% | 123,418 | $97.1M | Reduce -1.0% |
| GE General Electric filed as GE AEROSPACE | 0.23% | 608,374 | $96.7M | Add +4.1% |
| ROP Roper Technologies Inc. | 0.22% | 164,627 | $92.8M | Add +16.7% |
| MCO Moody's Corp. | 0.22% | 219,841 | $92.5M | Reduce -19.9% |
| BMY Bristol-Myers Squibb Co. | 0.22% | 2,226,201 | $92.5M | Reduce -14.0% |
| ETN Eaton Corp. PLC | 0.22% | 291,347 | $91.4M | Reduce -5.0% |
| NET Cloudflare Inc. Class A | 0.21% | 1,081,979 | $89.6M | Reduce -7.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.21% | 190,128 | $89.1M | Reduce -11.0% |
Portfolio Sells Q1 2024 → Q2 2024
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.46 |
| ETR Entergy Corp. | Reduce -94.2% | 0.03% | −0.45 |
| YUMC Yum China Holdings Inc. | Reduce -89.8% | 0.03% | −0.31 |
| CCI Crown Castle Inc. | Reduce -21.9% | 0.34% | −0.11 |
| BMY Bristol-Myers Squibb Co. | Reduce -14.0% | 0.22% | −0.10 |
| V Visa Inc. Class A | Reduce -9.0% | 0.75% | −0.09 |
| MLM Martin Marietta Materials | Reduce -18.9% | 0.26% | −0.09 |
| MA Mastercard Inc. Class A | Reduce -5.3% | 0.81% | −0.09 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.09 |
| DIS The Walt Disney Co. | Reduce -9.5% | 0.28% | −0.09 |
| LNT Alliant Energy Corp. | Reduce -25.4% | 0.31% | −0.08 |
| INTC Intel Corp. | Reduce -9.5% | 0.15% | −0.08 |
| UNP Union Pacific Corp. | Reduce -6.8% | 0.68% | −0.08 |
| AMD Advanced Micro Devices | Reduce -9.4% | 0.41% | −0.07 |
| ACN Accenture PLC Class A | Reduce -10.6% | 0.32% | −0.07 |
| XEL Xcel Energy Inc. | Reduce -17.5% | 0.44% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -10.8% | 0.47% | −0.07 |
| SCI Service Corp. International | Reduce -27.8% | 0.16% | −0.06 |
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -15.5% | 0.15% | −0.06 |
| EL Estee Lauder Companies Class A | Reduce -29.3% | 0.06% | −0.06 |
| PEP Pepsico Inc. | Reduce -11.8% | 0.37% | −0.06 |
| TRGP Targa Resources Corp. | Reduce -30.0% | 0.29% | −0.06 |
| FAST Fastenal Co. | Reduce -12.7% | 0.16% | −0.06 |
| BLDR Builders Firstsource Inc. | Reduce -23.1% | 0.06% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -9.2% | 0.34% | −0.05 |
| DFS Discover Financial Services | Reduce -59.4% | 0.04% | −0.05 |
| JD Jd.com Inc.-ADR | Reduce -34.2% | 0.09% | −0.05 |
| DASH DoorDash Inc. Class A | Reduce -15.4% | 0.12% | −0.05 |
| EXC Exelon Corp. | Reduce -8.9% | 0.39% | −0.05 |
| SNOW Snowflake Inc. | Reduce -47.1% | 0.04% | −0.05 |
| NKE Nike Inc. Class B | Reduce -9.5% | 0.16% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.8% | 0.66% | −0.05 |
| SNPS Synopsys Inc. | Reduce -32.1% | 0.14% | −0.05 |
| CVS CVS Health Corp. | Reduce -9.6% | 0.11% | −0.05 |
| HSY The Hershey Co. | Reduce -25.4% | 0.13% | −0.05 |
| EXPD Expeditors Intl Wash Inc. | Reduce -39.3% | 0.09% | −0.05 |
| SPOT Spotify Technology SA | Reduce -42.1% | 0.12% | −0.05 |
| TER Teradyne Inc. | Reduce -68.2% | 0.04% | −0.05 |
| STLA Stellantis NV | Reduce -14.9% | 0.08% | −0.05 |
| NET Cloudflare Inc. Class A | Reduce -7.5% | 0.21% | −0.05 |
| DXCM Dexcom Inc. | Reduce -10.8% | 0.14% | −0.05 |
| SHOP Shopify Inc. Class A | Reduce -12.5% | 0.16% | −0.04 |
| XYZ Block Inc. | Reduce -10.8% | 0.11% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -9.9% | 0.36% | −0.04 |
| AIRC Apartment Income REIT Co. | Sold out | 0.00% | −0.04 |
| LRCX Lam Research Corp. | Reduce -24.6% | 0.26% | −0.04 |
| JNJ Johnson & Johnson | Reduce -2.6% | 0.62% | −0.04 |
| COP Conocophillips | Reduce -14.1% | 0.17% | −0.04 |
| PFE Pfizer Inc. | Reduce -21.9% | 0.19% | −0.04 |
| NUE Nucor Corp. | Reduce -9.9% | 0.12% | −0.04 |
Portfolio Buys Q1 2024 → Q2 2024
| GFL GFL Environmental Inc.-Sub VT | Add +193050.5% | 0.15% | +0.15 |
| AES AES Corp. | Add +998.7% | 0.16% | +0.14 |
| LNG Cheniere Energy Inc. | Add +6.3% | 0.71% | +0.12 |
| NFLX Netflix Inc. | Add +1.1% | 0.67% | +0.10 |
| GLOB Globant SA | Add +93.6% | 0.21% | +0.09 |
| T AT&T Inc. | Add +18.0% | 0.32% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +10.0% | 0.51% | +0.08 |
| INTU Intuit Inc. | Add +22.6% | 0.34% | +0.08 |
| CRH CRH PLC | Add +253.1% | 0.10% | +0.07 |
| GDDY GoDaddy Inc. Class A | Add +82.2% | 0.12% | +0.06 |
| XOM Exxon Mobil Corp. | Add +6.3% | 0.71% | +0.06 |
| BKNG Booking Holdings Inc. | Add +10.0% | 0.29% | +0.06 |
| MELI MercadoLibre Inc. | Add +4.7% | 0.39% | +0.06 |
| NTAP Netapp Inc. | Add +17.0% | 0.17% | +0.06 |
| ATAT Atour Lifestyle Holdings-ADR | New | 0.06% | +0.06 |
| UNH Unitedhealth Group Inc. | Add +0.4% | 0.78% | +0.05 |
| AMT American Tower Corp. | Add +2.8% | 0.78% | +0.05 |
| ELF Elf Beauty Inc. | New | 0.05% | +0.05 |
| TD Toronto-Dominion Bank | Add +203.2% | 0.08% | +0.05 |
| CL Colgate-Palmolive Co. | Add +10.6% | 0.25% | +0.05 |
| PANW Palo Alto Networks Inc. | Add +14.6% | 0.16% | +0.05 |
| BLD Topbuild Corp. | New | 0.05% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.5% | 0.16% | +0.04 |
| UGI Ugi Corp. | Add +22.2% | 0.25% | +0.04 |
| KMB Kimberly-Clark Corp. | Add +30.8% | 0.14% | +0.04 |
| HST Host Hotels & Resorts Inc. | Add +162.0% | 0.07% | +0.04 |
| CAT Caterpillar Inc. | Add +18.6% | 0.38% | +0.04 |
| CHRD Chord Energy Corp. | New | 0.04% | +0.04 |
| GE General Electric | Add +4.1% | 0.23% | +0.04 |
| ROP Roper Technologies Inc. | Add +16.7% | 0.22% | +0.04 |
| ZM Zoom Communications Inc. | Add +135.7% | 0.07% | +0.04 |
| TMUS T-Mobile US Inc. | Add +7.0% | 0.20% | +0.03 |
| TROW T Rowe Price Group Inc. | Add +60.7% | 0.09% | +0.03 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +153.8% | 0.05% | +0.03 |
| SBAC SBA Communications Corp. | Add +107.9% | 0.06% | +0.03 |
| CSL Carlisle Cos Inc. | Add +100.0% | 0.05% | +0.03 |
| EME Emcor Group Inc. | Add +1331.9% | 0.03% | +0.03 |
| ACGL Arch Capital Group Ltd. | Add +31.9% | 0.08% | +0.03 |
| STX Seagate Technology Holdings | Add +88.1% | 0.05% | +0.03 |
| CM Can Imperial BK of Commerce | Add +87.1% | 0.06% | +0.03 |
| MSI Motorola Solutions Inc. | Add +2.1% | 0.19% | +0.03 |
| PAYC Paycom Software Inc. | Add +235.7% | 0.04% | +0.02 |
| HPE Hewlett Packard Enterprise | Add +7.4% | 0.10% | +0.02 |
| VTR Ventas Inc. | Add +15.9% | 0.08% | +0.02 |
| AVAV Aerovironment Inc. | Add +2808.1% | 0.02% | +0.02 |
| ES Eversource Energy | Add +4.3% | 0.55% | +0.02 |
| MSTR Strategy Inc. | New | 0.02% | +0.02 |
| MANH Manhattan Associates Inc. | Add +47.5% | 0.07% | +0.02 |
| FFIV F5 Inc. | Add +47.7% | 0.08% | +0.02 |
| MCK McKesson Corp. | Add +1.2% | 0.18% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,541 | $45.7B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q1 2026 | 1,096 | $40.6B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q4 2025 | 1,087 | $42.1B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q3 2025 | 1,102 | $45.5B | NVDA, MSFT, AAPL, AMZN, META |
| Q2 2025 | 1,046 | $43.2B | NVDA, MSFT, AAPL, AMZN, META |
| Q1 2025 | 1,062 | $38.4B | AAPL, MSFT, NVDA, AMZN, META |
| Q4 2024 | 1,042 | $42.6B | AAPL, NVDA, MSFT, AMZN, META |
| Q3 2024 | 1,059 | $43.8B | AAPL, MSFT, NVDA, AMZN, META |
| Q2 2024 | 1,083 | $42.0B | MSFT, NVDA, AAPL, AMZN, META |
| Q1 2024 | 1,074 | $43.6B | MSFT, NVDA, AAPL, AMZN, META |