Mitsubishi Ufj Trust And Banking Corporation
Firm details
- Headquarters
- Tokyo,
- CRD number
- 296868
- Registered since
- September 4, 2018
- Website
- www.tr.mufg.jp
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities41%
- Sovereign Bonds30%
- Derivatives17%
- US Government Bonds5%
- Investment Grade Corp Bonds3%
Owners & executives
1 of 1Hiroshi Kubota
President, CEOCRD 7537513
Contacts
3 of 36Yoshiaki Ueno
CRD 8310784
Yasufumi Kobayashi
Managing Executive OfficerCRD 7907483
Junko Imura
Outside Director, Audit and Supervisory Committee MemberCRD 7274468
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$1.7B in ETFs
95%
$1.6B
5%
$92.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD) | BlackRock | Passive | Corporate Bond | $459M | 4,212,617 | 26.82% |
Location
Tokyo, null
Location
Tokyo, null
Headquartered in Tokyo, null.
- Address
- 145 Marunouchi
- Office locations
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