Mitsubishi Ufj Trust And Banking Corporation
☆ Save with Pro
ADV data as of Jul 09, 2026
- Regulatory AUM
- $407B
- Discretionary
- $401B
- Clients
- 32,595
- Avg AUM / client
- $12.5M
- Accounts
- 32,595
- Employees
- 6,400
AUM over time
$379B
$460B
Mar 2018
Mar 2026
Annual snapshots from Form ADV filings · as of Jul 09, 2026
Asset allocation (SMA assets by investment type)
as of Jul 09, 2026
Exchange-traded equities
$167B
41%
Sovereign bonds
$122B
30%
Derivatives
$69.2B
17%
US government & agency bonds
$20.3B
5%
Investment-grade corporate bonds
$12.2B
3%
Registered investment companies (funds/ETFs)
$8.1B
2%
Cash & equivalents
$8.1B
2%
Non-investment-grade bonds
$4.1B
1%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 29,814 | $7.2B | 1.78% |
| Banking or thrift institutions | 70 | $14.4B | 3.53% |
| Pooled investment vehicles (non-investment companies) | 2,274 | $87.0B | 21.4% |
| Pension and profit sharing plans | 120 | $42.5B | 10.4% |
| State or municipal government entities | 1 | $98.8M | 0.02% |
| Other investment advisers | 1 | $20.0M | 0.0% |
| Insurance companies | 6 | $14.3B | 3.5% |
| Sovereign wealth funds and foreign official institutions | 10 | $228B | 56.0% |
| Corporations and other businesses | 208 | $6.0B | 1.47% |
| Other | 91 | $7.5B | 1.85% |
People (33)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kobayashi, Yoko | Outside Audit And Supervisory Committee Member | Jun 2018 (8y) | Less than 5% | |
| Asano, Takayuki | Us Asset Management Chief Compliance Officer | Apr 2019 (7y) | Less than 5% | |
| Kitagawa, Tetsuo | Outside Audit And Supervisory Committee Member | Jun 2019 (7y) | Less than 5% | |
| Kashiwagi, Yasuo | Senior Managing Executive Officer | Nov 2019 (7y) | Less than 5% | |
| Ikegaya, Mikio | Chairman | Apr 2020 (6y) | Less than 5% | |
| Nagashima, Iwao | President And Ceo | Apr 2020 (6y) | Less than 5% | |
| Imura, Junko | Outside Audit And Supervisory Committee Member | Jun 2020 (6y) | Less than 5% | |
| Tango, Yasutake | Outside Audit And Supervisory Committee Member | Jun 2020 (6y) | Less than 5% | |
| Umabayashi, Shuji | Full Time Audit And Supervisory Committee Member | Apr 2021 (5y) | Less than 5% | |
| Akahane, Takuichiro | Managing Executive Officer | Apr 2022 (4y) | Less than 5% | |
| Goda, Kenichi | Managing Executive Officer | Apr 2022 (4y) | Less than 5% | |
| Kawakami, Yutaka | Managing Executive Officer | Apr 2022 (4y) | Less than 5% | |
| Nishimura, Shinya | Managing Executive Officer | Apr 2022 (4y) | Less than 5% | |
| Shimada, Hideto | Managing Executive Officer | Apr 2022 (4y) | Less than 5% | |
| Naito, Junya | Outside Audit And Supervisory Committee Member | Jun 2022 (4y) | Less than 5% | |
| Abe, Toshihiro | Managing Executive Officer | Apr 2023 (3y) | Less than 5% | |
| Ando, Yushi | Corporate Compliance Officer | Apr 2023 (3y) | Less than 5% | |
| Okada, Masatsune | Full Time Audit And Supervisory Committee Member | Apr 2023 (3y) | Less than 5% | |
| Otsuka, Koichi | Managing Executive Officer | Apr 2023 (3y) | Less than 5% | |
| Tanaka, Mariko | Managing Executive Officer | Apr 2023 (3y) | Less than 5% | |
| Tanaka, Shogo | Managing Executive Officer | Apr 2023 (3y) | Less than 5% | |
| Yasuda, Takayuki | Director, Deputy President, And Executive Officer | Apr 2023 (3y) | Less than 5% | |
| Yamashiro, Yuichiro | Director And Senior Managing Executive Officer | Apr 2023 (3y) | Less than 5% | |
| Dan, Kazuya | Director And Managing Executive Officer | Apr 2024 (2y) | Less than 5% | |
| Ihara, Takafumi | Director And Senior Managing Executive Officer | Apr 2024 (2y) | Less than 5% | |
| Kobayashi, Yasufumi | Managing Executive Officer | Apr 2024 (2y) | Less than 5% | |
| Kubota, Hiroshi | Director And Senior Managing Executive Officer | Apr 2024 (2y) | Less than 5% | |
| Kuniyuki, Masahiro | Managing Executive Officer | Apr 2024 (2y) | Less than 5% | |
| Matsuya, Atsuhiro | Director And Managing Executive Officer | Apr 2024 (2y) | Less than 5% | |
| Okuyama, Gen | Director And Senior Managing Executive Officer | Apr 2024 (2y) | Less than 5% | |
| Shimoguchi, Yukinori | Director And Senior Managing Executive Officer | Apr 2024 (2y) | Less than 5% | |
| Kansaku, Hiroyuki | Outside Audit And Supervisory Committee Member | Jun 2024 (2y) | Less than 5% | |
| Kawahara, Fumikazu | Full Time Audit And Supervisory Committee Member | Jun 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mitsubishi Ufj Financial Group, Inc. | Stockholder | Oct 2005 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- The Master Trust Bank Of Japan, Ltd $333B (82% of AUM) Jul 2026
- Japan Trustee Services Bank, Ltd. $126B (27% of AUM) Apr 2022
- Custody Bank Of Japan, Ltd. $59.7B (15% of AUM) Jul 2026
- Trust And Custody Services Bank Ltd $57.0B (12% of AUM) Apr 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 09, 2026.
View current Form ADV (SEC/IAPD) ↗