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Mitsubishi UFJ Financial shares owned by HB Wealth Management

Quarter-by-quarter ownership of Mitsubishi UFJ Financial (MUFG) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Mitsubishi UFJ Financial

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All positions including Mitsubishi UFJ Financial held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mitsubishi UFJ Financial by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5M 88k 16.97
2025-12-31 $1.2M 79k 15.86
2025-09-30 $1.4M 91k 15.94
2025-06-30 $377k 28k 13.72
2025-03-31 $1.1M 79k 13.63
2024-12-31 $822k 70k 11.72

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View all positions for HB Wealth Management

Top funds holding Mitsubishi UFJ Financial

Fisher Investments
Reed Conner & Birdwell
Goldman Sachs Group
Bank of America Corporation
Northern Trust
BlackRock
FMR
ClearBridge Advisors
Morgan Stanley
Royal Bank of Canada
Chevy Chase Trust Holdings
Envestnet Asset Management
Fil
Todd-Veredus Asset Management
Sei Investments

View all funds holding Mitsubishi UFJ Financial