Institutions / Mitsubishi UFJ Asset Management Co., Ltd. / Activity
Activity — Mitsubishi UFJ Asset Management Co., Ltd.
1,284 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | Amazon.com Inc | $1.53B | +6.4M +29.92% | 27,823,553 3.72% of portfolio | high |
| Q2 2026 as of | Add | Apple Inc. | $1.37B | +4.7M +14.87% | 36,594,139 5.93% of portfolio | high |
| Q2 2026 as of | Add | NVIDIA Corp | $1.34B | +6.7M +12.75% | 59,298,961 6.65% of portfolio | high |
| Q2 2026 as of | Add | Kla Corp | $918.31M | +3.0M +1036.11% | 3,337,436 0.56% of portfolio | high |
| Q2 2026 as of | Add | Netflix Inc | $814.45M | +11.4M +122.13% | 20,746,540 0.83% of portfolio | high |
| Q2 2026 as of | Add | Alphabet Inc. | $677.18M | +1.9M +11.97% | 17,724,321 3.55% of portfolio | high |
| Q2 2026 as of | Add | Broadcom Inc. | $582.16M | +1.5M +15.02% | 11,800,351 2.50% of portfolio | high |
| Q2 2026 as of | Trim | Arthur J. Gallagher & Co. | $-558.10M | -2.4M -79.55% | 625,018 0.08% of portfolio | high |
| Q2 2026 as of | Add | Microsoft Corp | $552.60M | +1.5M +7.93% | 20,161,916 4.21% of portfolio | high |
| Q2 2026 as of | Add | Alphabet Inc. | $495.49M | +1.4M +13.53% | 11,763,766 2.33% of portfolio | high |
| Q2 2026 as of | Add | Micron Technology Inc | $467.37M | +405K +16.38% | 2,876,227 1.86% of portfolio | high |
| Q2 2026 as of | Add | Meta Platforms Inc | $447.15M | +794K +16.72% | 5,539,703 1.75% of portfolio | high |
| Q2 2026 as of | Add | Booking Holdings Inc | $445.97M | +2.5M +1666.77% | 2,652,172 0.26% of portfolio | high |
| Q2 2026 as of | Add | Tesla Inc | $409.31M | +973K +15.83% | 7,122,168 1.68% of portfolio | high |
| Q2 2026 as of | Trim | Automatic Data Processing Inc | $-408.13M | -1.8M -62.20% | 1,107,309 0.14% of portfolio | high |
| Q2 2026 as of | Trim | Texas Instruments Inc | $-399.48M | -1.3M -24.89% | 4,044,637 0.68% of portfolio | high |
| Q2 2026 as of | Add | Marvell Technology, Inc. | $380.18M | +1.3M +139.36% | 2,192,031 0.37% of portfolio | high |
| Q2 2026 as of | Add | Cencora Inc | $370.41M | +1.3M +326.75% | 1,709,563 0.27% of portfolio | high |
| Q2 2026 as of | Add | Advanced Micro Devices Inc | $338.36M | +582K +16.27% | 4,162,609 1.36% of portfolio | high |
| Q2 2026 as of | Exit | Honeywell International Inc | $-329.79M | -1.7M -100.00% | — | high |
| Q2 2026 as of | Trim | Roper Technologies Inc | $-326.32M | -964K -78.25% | 268,074 0.05% of portfolio | high |
| Q2 2026 as of | Add | ELI LILLY & Co | $314.75M | +262K +14.98% | 2,013,696 1.35% of portfolio | high |
| Q2 2026 as of | Add | Aon plc | $312.13M | +941K +51.91% | 2,753,913 0.51% of portfolio | high |
| Q2 2026 as of | Add | McKesson Corp | $298.58M | +395K +151.45% | 656,084 0.28% of portfolio | high |
| Q2 2026 as of | Add | JPMORGAN CHASE & CO | $254.56M | +778K +13.25% | 6,645,272 1.22% of portfolio | high |
| Q2 2026 as of | Trim | Abbott Laboratories | $-244.56M | -2.7M -38.51% | 4,303,186 0.22% of portfolio | high |
| Q2 2026 as of | Add | Intel Corp | $234.24M | +1.7M +16.86% | 11,626,397 0.91% of portfolio | high |
| Q2 2026 as of | Trim | Zoetis Inc. | $-227.81M | -3.2M -74.76% | 1,070,271 0.04% of portfolio | high |
| Q2 2026 as of | Add | Walmart Inc. | $218.11M | +1.9M +20.48% | 11,328,435 0.72% of portfolio | high |
| Q2 2026 as of | Trim | Broadridge Financial Solutions Inc | $-215.67M | -1.6M -84.40% | 291,186 0.02% of portfolio | high |
| Q2 2026 as of | Add | Ferguson Enterprises Inc. /DE | $214.09M | +903K +436.24% | 1,109,410 0.15% of portfolio | high |
| Q2 2026 as of | Add | Visa Inc | $208.67M | +608K +9.44% | 7,050,013 1.36% of portfolio | high |
| Q2 2026 as of | New | Honeywell International Inc | $208.20M | +930K | 929,982 0.12% of portfolio | high |
| Q2 2026 as of | New | HONA Honeywell Aerospace Inc. Common Stock | $205.66M | +930K | 929,990 0.12% of portfolio | high |
| Q2 2026 as of | Add | Philip Morris International Inc. | $202.55M | +1.1M +21.34% | 6,365,306 0.65% of portfolio | high |
| Q2 2026 as of | Add | Johnson & Johnson | $202.30M | +797K +15.09% | 6,075,370 0.86% of portfolio | high |
| Q2 2026 as of | Add | Applied Materials Inc /De | $193.80M | +268K +15.19% | 2,034,179 0.82% of portfolio | high |
| Q2 2026 as of | Add | Vertiv Holdings Co | $187.44M | +560K +159.02% | 911,851 0.17% of portfolio | high |
| Q2 2026 as of | Add | Palo Alto Networks Inc | $185.87M | +545K +35.26% | 2,090,819 0.40% of portfolio | high |
| Q2 2026 as of | Add | Coherent Corp | $167.28M | +424K +815.73% | 476,061 0.11% of portfolio | high |
| Q2 2026 as of | Add | Lumentum Hldgs Inc | $164.70M | +192K +3498.76% | 197,428 0.09% of portfolio | high |
| Q2 2026 as of | Add | Exxon Mobil Corp | $161.79M | +1.2M +13.19% | 10,154,212 0.78% of portfolio | high |
| Q2 2026 as of | Add | Cisco Systems, Inc. | $157.75M | +1.3M +15.20% | 10,176,574 0.67% of portfolio | high |
| Q2 2026 as of | Add | Unitedhealth Group Inc | $150.47M | +362K +16.44% | 2,563,973 0.60% of portfolio | high |
| Q2 2026 as of | Add | AbbVie Inc. | $147.97M | +588K +15.67% | 4,340,720 0.61% of portfolio | high |
| Q2 2026 as of | Add | Costco Wholesale Corp /New | $144.84M | +155K +15.39% | 1,160,998 0.61% of portfolio | high |
| Q2 2026 as of | Add | STERIS plc | $138.25M | +657K +42.53% | 2,200,220 0.26% of portfolio | high |
| Q2 2026 as of | Add | Lam Research Corp | $138.10M | +319K +10.64% | 3,312,931 0.80% of portfolio | high |
| Q2 2026 as of | Add | General Electric Co | $119.71M | +320K +14.37% | 2,548,756 0.53% of portfolio | high |
| Q2 2026 as of | Add | Home Depot, Inc. | $116.17M | +329K +14.89% | 2,541,157 0.50% of portfolio | high |