Mitsubishi Ufj Trust And Banking Corporation

RIASEC RegisteredEst. 2018
Total AUM
$407B
Discretionary
$401B
99% of AUM
Avg account
$12.5M
Accounts
32,595
Employees
6,400
Advisory reps
37

Firm details

Headquarters
Tokyo,
CRD number
296868
Registered since
September 4, 2018
Custodians
THE MASTER TRUST BANK OF JAPAN, LTD., CUSTODY BANK OF JAPAN, LTD.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Sovereign Wealth Funds56.04%
  • Pooled Investment Vehicles21.37%
  • Pension & Profit Sharing Plans10.43%
  • Banking / Thrift Institutions3.53%
  • Insurance Companies3.5%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Mitsubishi Ufj Trust And Banking Corporation operates as a multifaceted financial firm combining trust, banking, brokerage and advisory functions. It serves both individual/family and institutional clients and offers a mix of wealth-management and operational services: financial planning, portfolio management across individuals, pooled vehicles and institutional mandates, pension consulting, manager selection, and client education. The firm also acts as a real estate and insurance broker and participates in other financial product distribution. Its fee arrangements include asset-based fees, fixed fees and performance-based structures. The firm is not positioned as an active ESG investor and is classified as a foreign/individual-owned corporation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 41%, Sovereign Bonds 30%, Derivatives 17%, US Government Bonds 5%, Investment Grade Corp Bonds 3%, Public Funds/Mutual Funds 2%, Cash & Cash Equivalents 2%, Non-Investment Grade Corp Bonds 1%41%
  • Exchange Traded Equities41%
  • Sovereign Bonds30%
  • Derivatives17%
  • US Government Bonds5%
  • Investment Grade Corp Bonds3%

Owners & executives

1 of 1
  • Hiroshi Kubota

    President, CEOCRD 7537513

Contacts

3 of 36
  • Yoshiaki Ueno

    CRD 8310784

  • Yasufumi Kobayashi

    Managing Executive OfficerCRD 7907483

  • Junko Imura

    Outside Director, Audit and Supervisory Committee MemberCRD 7274468

Unlock 33 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 25

Active vs passive

$1.7B in ETFs

Passive

95%

$1.6B

Active

5%

$92.5M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD)BlackRockPassiveCorporate Bond$459M4,212,61726.82%

Location

Primary office

Tokyo, null

Location

Tokyo, null

Headquartered in Tokyo, null.

Address
145 Marunouchi
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth