Mitsubishi UFJ Asset Management Co., Ltd.

CIK 0001466546 · Q1 2026

13F Equity AUM

$149.0B

+1.0% QoQ

Positions

1,045

-14 QoQ

AUM Rank

#108

Top 0.9%

Skill Alpha (FF)

+0.1%/yr^ns

No Clear Edge

Rank #2,275 · Top 28%

vs S&P -2.0%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 23.9%Top 10: 33.3%Top 20: 43.7%

NVDA6.6%

AAPL5.8%

MSFT4.8%

AMZN3.6%

GOOGL3.1%

AVGO2.3%

GOOG2.2%

META2.0%

TSLA1.6%

V1.4%

Others (1035)66.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology31.4%

Financial Services13.7%

Communication Services10.4%

Consumer Cyclical9.9%

Healthcare9.4%

Industrials7.9%

Consumer Defensive5.3%

Energy3.6%

Other8.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 1045Median: 0.01%Avg: 0.10%

0–0.5%

1008(46.4%)

0.5–1%

21(13.4%)

1–3%

11(16.3%)

3–5%

3(11.5%)

5%+

2(12.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 1,043Unique: 2vs 20 funds

14.3%Low

1,045

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

19.5%

STATE STREET CORP

29.9%

BlackRock, Inc.

25.6%

BANK OF AMERICA CORP /DE/

20.9%

GEODE CAPITAL MANAGEMENT, LLC

28.6%

VANGUARD CAPITAL MANAGEMENT LLC

28.3%

JPMORGAN CHASE & CO

19.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

31.9%

FMR LLC

29.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New21Increased832Decreased245Exited29

New Positions

AMCOR PLC0.0%

+1.1M

CDE0.0%

+1.1M

PNFP0.0%

+158K

SMR0.0%

+809

FHI0.0%

+428

VSNT0.0%

+302

RDN0.0%

+688

NTSK0.0%

+215K

BEPC0.0%

+961

GDS0.0%

+1K

Increased

NFLX1.2%

+9.3M(+100%)

AMZN3.6%

+4.4M(+21%)

NVDA6.6%

+3.8M(+7%)

AAPL5.8%

+2.1M(+7%)

HBAN0.1%

+1.4M(+43%)

OTIS0.3%

+1.2M(+26%)

WMT0.9%

+1.1M(+12%)

GOOG2.2%

+1.0M(+10%)

INTC0.3%

+1.0M(+10%)

T0.3%

+982K(+7%)

Decreased

ABT0.3%

-2,084,344(-30%)

ADP0.1%

-1,906,099(-65%)

AJG0.2%

-1,754,622(-57%)

ROP0.1%

-969,569(-79%)

BR0.1%

-881,407(-47%)

BAX0.0%

-492,144(-44%)

PG1.0%

-358,092(-3%)

AMH0.0%

-320,185(-55%)

DT0.0%

-284,745(-100%)

EFX0.1%

-272,434(-20%)

Exited

-5,375,630

-48,771

-143,353

-189,990

-52,248

-250

-185

-73,004

-2,093

-68

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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