Mufg Bank
NEW YORK, NYfiles as MUFG BANK, LTD.
$3.6bn in 7 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 6.8% of the portfolio this quarter.
Value
$3.6bn
Stocks
7
Top 10 share
100.0%
Turnover
6.8%
What changed this quarter
New
Bought for the first time this quarter.
- Select Sector Spdr TRXLU3.6% of the fund
- Select Sector Spdr TRXLE3.3% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- State STR Spdr S&P 500 ETF TSPY<0.1% of the fund-97%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Select Sector Spdr TRXLU
- Share
- 3.6%
- Value
- $126m
- Shares
- 2,788,000
New
- Select Sector Spdr TRXLE
- Share
- 3.3%
- Value
- $116m
- Shares
- 2,191,000
New
- State STR Spdr S&P 500 ETF TSPY
- Share
- <0.1%
- Value
- $4m
- Shares
- 4,700
-97%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| US BancorpUSB | 75.4% | $2.7bn | 44,374,155 | Held |
| Grab HoldingsGRAB | 15.2% | $539m | 142,913,428 | Held |
| Select Sector Spdr TRXLU | 3.6% | $126m | 2,788,000 | New |
| Select Sector Spdr TRXLE | 3.3% | $116m | 2,191,000 | New |
| Polestar Automotive Holding UKPSNY | 2.3% | $83m | 4,395,036 | Held |
| CME GroupCME | 0.2% | $7m | 30,001 | Held |
| State STR Spdr S&P 500 ETF TSPY | <0.1% | $4m | 4,700 | -97% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 23.9% since 30 June 2025.
Where the money is
Financial services75.6%
Technology15.2%
Retail & consumer2.3%
Other6.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.