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 services firm that combines trust banking with brokerage and advisory capabilities. Its client base spans individuals and families as well as institutional investors. The firm provides an array of advisory services — from financial planning and discretionary portfolio management for individuals, pooled vehicles and institutions, to pension consulting, manager selection and investor education through publications and seminars. It also conducts non-advisory business lines typical of a bank/trust company, including real estate and insurance brokerage and other financial product distribution. Fee arrangements include asset-based fees, fixed fees and performance-linked fees. The firm is not identified as an active ESG investor and was registered with the SEC in 2018.
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 36
Iwao Nagashima
ChairmanCRD 6944501
Masatsune Okada
DirectorCRD 7098167
Tetsuo Kitagawa
Outside Director, Audit and Supervisory Committee MemberCRD 1031680
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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