1y return+17.7%S&P 500 +20.9%
3y return+67.5%S&P 500 +68.5%
5y return−5.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2020: $132 against $242 in the S&P 500.2
Mufg Bank, Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| USBUs Bancorp Del | $2.7B | 75.4% | |
| Grab Holdings LimitedCUSIP G4124C109 | $538.8M | 15.2% | |
| XLUSelect Sector Spdr Tr | $126.4M | 3.6% | New |
| XLESelect Sector Spdr Tr | $116.4M | 3.3% | New |
| PSNYPolestar Automotive Hldg Uk | $82.5M | 2.3% | |
| CMECme Group Inc | $6.6M | 0.2% | |
| SPYSpdr S&p 500 Etf Tr | $3.5M | 0.1% | −97.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| USBUs Bancorp Del | December 31, 2022 | +38.5% | $2.7B |
| SPYSpdr S&p 500 Etf Tr | December 31, 2024 | +27.4% | $3.5M |
| CMECme Group Inc | March 31, 2023 | +15.3% | $6.6M |
| PSNYPolestar Automotive Hldg Uk | March 31, 2026 | +2.0% | $82.5M |
| Grab Holdings LimitedCUSIP G4124C109 | December 31, 2021 | −47.1% | $538.8M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.3% | +14.8% |
| March 31, 2026 | −8.0% | −4.6% |
| December 31, 2025 | +2.5% | +2.4% |
| September 30, 2025 | +10.1% | +7.8% |
| June 30, 2025 | +8.3% | +10.5% |
| March 31, 2025 | −9.6% | −4.6% |
| December 31, 2024 | +8.7% | +2.1% |
| September 30, 2024 | +13.9% | +5.4% |
| June 30, 2024 | −8.1% | +4.0% |
| March 31, 2024 | +1.9% | +10.0% |
| December 31, 2023 | +24.3% | +11.2% |
| September 30, 2023 | +0.9% | −3.6% |
| June 30, 2023 | −3.4% | +8.3% |
| March 31, 2023 | −13.9% | +7.0% |
| December 31, 2022 | +12.8% | +7.1% |
| September 30, 2022 | +5.6% | −5.3% |
| June 30, 2022 | −22.7% | −16.5% |
| March 31, 2022 | −31.6% | −4.9% |
| December 31, 2021 | +10.8% | +10.7% |
| September 30, 2021 | −2.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mufg Bank, Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=852743&type=13F-HR&dateb=&owner=include&count=40CIK 852743
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/852743/000119312526338782/Filed August 7, 2026 · accession 0001193125-26-338782