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Portfolio (Quarterly) Guide ↗

Mitsubishi UFJ Trust & Banking Corp

· CIK 0001462160
13F Portfolio $40.6B AUM 1,721 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 80 New 475 Added 465 Reduced 71 Exited
Page 17 of 24  ·  465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ALC ALCON AG Healthcare 54,433.0 $4.1M 0.01% -9K -14.0% $74.50 -13.2%
322 AIT APPLIED INDL TECHNOLOGIES IN Industrials 14,941.0 $4.0M 0.01% -12K -44.9% $265.32 +27.4%
323 DKNG DRAFTKINGS INC-A Consumer Cyclical 180,083.0 $3.9M 0.01% -2K -1.3% $21.62 +22.1%
324 UNFI UNITED NATURAL FOODS Consumer Defensive 86,268.0 $3.9M 0.01% -14K -14.1% $45.06 +14.8%
325 ESAB ESAB CORPORATION Industrials 39,797.0 $3.8M 0.01% -32K -44.7% $96.66 +9.9%
326 WPM WHEATON PRECIOUS METALS CORP Basic Materials 29,600.0 $3.8M 0.01% -45K -60.2% $129.65 -2.9%
327 BLD TOPBUILD CORP Industrials 10,904.0 $3.8M 0.01% -14K -55.7% $351.30 +21.4%
328 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 50,986.0 $3.8M 0.01% -1K -2.6% $74.89 +36.7%
329 GRUPO CIBEST SA-ADR 52,168.0 $3.8M 0.01% -28K -34.8% $72.81
330 WFRD WEATHERFORD INTL PLC Energy 39,828.0 $3.8M 0.01% -6K -12.2% $94.58 -0.5%
331 NWSA NEWS CORP-CLASS A Communication Services 150,839.0 $3.8M 0.01% -2K -1.1% $24.93 +1.4%
332 CNH INDUSTRIAL NV 341,713.0 $3.8M 0.01% -15K -4.1% $11.00
333 VOYA VOYA FINANCIAL INC Financial Services 54,640.0 $3.7M 0.01% -56K -50.4% $68.32 +32.5%
334 YELP YELP INC Communication Services 150,288.0 $3.7M 0.01% -10K -6.0% $24.74 -8.9%
335 CUSHMAN AND WAKEFIELD LTD 302,858.0 $3.7M 0.01% -70K -18.7% $12.26
336 ORI OLD REP INTL CORP Financial Services 92,885.0 $3.7M 0.01% -130K -58.2% $39.90 -3.0%
337 GFI GOLD FIELDS LTD Basic Materials 81,460.0 $3.7M 0.01% -164K -66.8% $45.40 -15.0%
338 BLDR BUILDERS FIRSTSOURCE Industrials 44,790.0 $3.7M 0.01% -5K -9.7% $82.33 -2.1%
339 USFD US FOODS HOLDING COR Consumer Defensive 38,655.0 $3.6M 0.01% -269.0 -0.7% $92.21 -0.3%
340 ENVA ENOVA INTL INC Financial Services 26,083.0 $3.5M 0.01% -3K -9.8% $135.83 +49.1%
Page 17 of 24  ·  465 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.0%
Consumer Cyclical 12.0%
Financial Services 11.1%
Communication Services 9.2%
Industrials 9.1%
Healthcare 9.0%
Utilities 6.9%
Consumer Defensive 5.1%
Energy 4.9%
Real Estate 3.0%