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 Funds56.15%
- Pooled Investment Vehicles22.62%
- Pension & Profit Sharing Plans11.22%
- Banking / Thrift Institutions3.03%
- Insurance Companies2.97%
- 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 is organized as a corporation that provides a mix of trust, banking, brokerage and advisory services to both individual/family clients and institutional investors. The firm is SEC-registered (since 2018) and operates under a fee model that includes asset-based fees, fixed fees and performance-based arrangements. Its business lines extend beyond traditional investment management to include real estate brokerage, insurance brokerage, banking and trust services, and the sale of other financial products. On the advisory side, the firm offers financial planning and portfolio management across client types — individuals and small businesses, pooled investment vehicles, and institutions — plus pension consulting, manager selection, publications and educational seminars. It is not identified as an active ESG investor, is not a multi-state adviser, and does not appear as a newly formed or related adviser in the available data. Industry affiliations reported include broker-dealer, other investment adviser, futures commission merchant, banking/thrift institution, trust company, insurance company and real estate broker.
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 Equities39%
- Sovereign Bonds30%
- Derivatives19%
- US Government Bonds4%
- Investment Grade Corp Bonds4%
Owners & executives
1 of 1Hiroshi Kubota
President, CEOCRD 7537513
Contacts
3 of 35Yasufumi Kobayashi
Managing Executive OfficerCRD 7907483
Junko Imura
Outside Director, Audit and Supervisory Committee MemberCRD 7274468
Takafumi Ihara
Director, Deputy President, and Executive OfficerCRD 7367333
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$1.8B in ETFs
96%
$1.7B
4%
$68.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD) | BlackRock | Passive | Corporate Bond | $427M | 3,917,700 | 24.23% |
Location
TOKYO, null
Location
TOKYO, null
Headquartered in TOKYO, null.
- Address
- 145 Marunouchi
- Office locations
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