MITSUBISHI UFJ TRUST AND BANKING CORPORATION

RIASEC RegisteredEst. 2018
Total AUM
$384B
Discretionary
$384B
100% of AUM
Avg account
$10.6M
Accounts
36,352
Employees
6,300
Advisory reps
36

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 Funds56.15%
  • 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

FINTRX

Overview

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

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 39%, Sovereign Bonds 30%, Derivatives 19%, US Government Bonds 4%, Investment Grade Corp Bonds 4%, Cash & Cash Equivalents 3%, Public Funds/Mutual Funds 2%, Non-Investment Grade Corp Bonds 1%39%
  • Exchange Traded Equities39%
  • Sovereign Bonds30%
  • Derivatives19%
  • US Government Bonds4%
  • Investment Grade Corp Bonds4%

Owners & executives

1 of 1
  • Hiroshi Kubota

    President, CEOCRD 7537513

Contacts

3 of 35
  • Yasufumi Kobayashi

    Managing Executive OfficerCRD 7907483

  • Junko Imura

    Outside Director, Audit and Supervisory Committee MemberCRD 7274468

  • Takafumi Ihara

    Director, Deputy President, and Executive OfficerCRD 7367333

Unlock 32 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 24

Active vs passive

$1.8B in ETFs

Passive

96%

$1.7B

Active

4%

$68.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD)BlackRockPassiveCorporate Bond$427M3,917,70024.23%

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