Mitsubishi UFJ Asset Management Co., Ltd.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 48,115,451 | 50,228,277 | +2,112,826 | 7,601,760,103 | 9,371,591,923 | 6.75% | +1,769,831,820 |
| APPLE INC(AAPL) | 29,304,156 | 30,438,660 | +1,134,504 | 6,012,375,371 | 7,750,608,804 | 5.58% | +1,738,233,433 |
| ALPHABET INC(GOOG) | 15,863,117 | 15,305,324 | -557,793 | 2,795,557,109 | 3,720,724,264 | 2.68% | +925,167,155 |
| TESLA INC(TSLA) | 5,635,578 | 5,894,465 | +258,887 | 1,790,197,707 | 2,621,386,475 | 1.89% | +831,188,768 |
| ALPHABET INC(GOOG) | 9,563,767 | 9,918,831 | +355,064 | 1,696,516,628 | 2,415,731,290 | 1.74% | +719,214,662 |
| BROADCOM INC(AVGO) | 9,401,136 | 9,795,850 | +394,714 | 2,591,423,138 | 3,231,748,874 | 2.33% | +640,325,736 |
| MICROSOFT CORP(MSFT) | 17,741,841 | 17,983,557 | +241,716 | 8,824,922,285 | 9,314,598,625 | 6.71% | +489,676,340 |
| SYNOPSYS INC(SNPS) | 308,842 | 1,301,228 | +992,386 | 158,337,117 | 642,012,883 | 0.46% | +483,675,766 |
| MSCI INC(MSCI) | 145,982 | 874,882 | +728,900 | 84,193,659 | 496,416,796 | 0.36% | +412,223,137 |
| APPLOVIN CORP(APP) | 237,971 | 542,113 | +304,142 | 83,308,888 | 389,529,875 | 0.28% | +306,220,987 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 4,337,437 | 4,775,751 | +438,314 | 591,279,412 | 871,192,497 | 0.63% | +279,913,085 |
| AMAZON COM INC(AMZN) | 19,227,796 | 20,334,482 | +1,106,686 | 4,218,386,164 | 4,464,842,213 | 3.21% | +246,456,049 |
| JPMORGAN CHASE & CO.(JPM) | 5,434,942 | 5,630,374 | +195,432 | 1,575,644,035 | 1,775,988,871 | 1.28% | +200,344,836 |
| GALLAGHER ARTHUR J & CO(AJG) | 2,381,835 | 3,107,390 | +725,555 | 762,473,020 | 962,482,979 | 0.69% | +200,009,959 |
| AUTOMATIC DATA PROCESSING IN | 2,477,321 | 3,273,700 | +796,379 | 764,005,796 | 960,830,950 | 0.69% | +196,825,154 |
| JOHNSON & JOHNSON(JNJ) | 4,822,070 | 5,030,835 | +208,765 | 736,658,209 | 932,834,600 | 0.67% | +196,176,391 |
| ABBVIE INC(ABBV) | 3,415,025 | 3,569,082 | +154,057 | 633,896,941 | 826,385,246 | 0.59% | +192,488,305 |
| ROBINHOOD MKTS INC(HOOD) | 821,901 | 1,665,855 | +843,954 | 76,954,591 | 238,517,119 | 0.17% | +161,562,528 |
| CHEVRON CORP NEW(CVX) | 3,480,743 | 4,219,991 | +739,248 | 498,407,590 | 655,322,402 | 0.47% | +156,914,812 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 2,257,424 | 2,178,119 | -79,305 | 915,295,135 | 1,056,431,277 | 0.76% | +141,136,142 |
| BERKSHIRE HATHAWAY INC DEL | 3,068,557 | 3,218,040 | +149,483 | 1,490,612,934 | 1,617,837,430 | 1.16% | +127,224,496 |
| GE AEROSPACE(GE) | 2,037,526 | 2,126,047 | +88,521 | 524,438,817 | 639,557,459 | 0.46% | +115,118,642 |
| MICRON TECHNOLOGY INC(MU) | 2,240,762 | 2,337,364 | +96,602 | 276,173,917 | 391,087,744 | 0.28% | +114,913,827 |
| HOME DEPOT INC(HD) | 2,017,745 | 2,107,666 | +89,921 | 739,786,027 | 854,005,187 | 0.61% | +114,219,160 |
| ABBOTT LABS | 5,963,729 | 6,899,393 | +935,664 | 811,126,781 | 924,104,698 | 0.67% | +112,977,917 |
| INTEL CORP(INTC) | 8,785,288 | 9,184,072 | +398,784 | 196,790,451 | 308,125,616 | 0.22% | +111,335,165 |
| META PLATFORMS INC(META) | 4,280,996 | 4,451,975 | +170,979 | 3,159,760,338 | 3,269,441,401 | 2.35% | +109,681,063 |
| CATERPILLAR INC(CAT) | 1,255,507 | 1,245,136 | -10,371 | 487,400,372 | 594,116,642 | 0.43% | +106,716,270 |
| LAM RESEARCH CORP(LRCX) | 3,024,553 | 2,961,248 | -63,305 | 294,409,989 | 396,511,107 | 0.29% | +102,101,118 |
| BANK AMERICA CORP | 13,274,230 | 14,117,968 | +843,738 | 628,136,564 | 728,345,969 | 0.52% | +100,209,405 |
| ARISTA NETWORKS INC(ANET) | 1,995,379 | 2,087,703 | +92,324 | 204,147,225 | 304,199,204 | 0.22% | +100,051,979 |
| UNITEDHEALTH GROUP INC(UNH) | 2,036,979 | 2,108,345 | +71,366 | 635,588,565 | 728,035,139 | 0.52% | +92,446,574 |
| WALMART INC(WMT) | 8,494,771 | 8,931,265 | +436,494 | 830,618,708 | 920,456,171 | 0.66% | +89,837,463 |
| PROCTER AND GAMBLE CO(PG) | 9,378,721 | 10,301,944 | +923,223 | 1,494,217,830 | 1,582,893,696 | 1.14% | +88,675,866 |
| ADVANCED MICRO DEVICES INC(AMD) | 3,231,565 | 3,379,104 | +147,539 | 458,559,074 | 546,705,236 | 0.39% | +88,146,162 |
| AUTOZONE INC(AZO) | 123,636 | 126,915 | +3,279 | 458,965,268 | 544,495,810 | 0.39% | +85,530,542 |
| MASTERCARD INCORPORATED(MA) | 1,552,405 | 1,677,817 | +125,412 | 872,358,466 | 954,359,088 | 0.69% | +82,000,622 |
| SNOWFLAKE INC(SNOW) | 0 | 354,458 | +354,458 | 0 | 79,948,002 | 0.06% | +79,948,002 |
| EXXON MOBIL CORP | 8,279,073 | 8,601,222 | +322,149 | 892,484,069 | 969,787,781 | 0.70% | +77,303,712 |
| AMPHENOL CORP NEW | 2,396,414 | 2,526,625 | +130,211 | 236,574,632 | 312,717,191 | 0.23% | +76,142,559 |
| RTX CORPORATION(RTX) | 2,574,758 | 2,700,448 | +125,690 | 375,966,163 | 451,865,964 | 0.33% | +75,899,801 |
| WELLTOWER INC(WELL) | 1,655,153 | 1,826,357 | +171,204 | 254,446,671 | 325,347,236 | 0.23% | +70,900,565 |
| GOLDMAN SACHS GROUP INC(GS) | 893,407 | 881,522 | -11,885 | 632,308,804 | 702,000,045 | 0.51% | +69,691,241 |
| CITIGROUP INC(C) | 3,577,943 | 3,673,861 | +95,918 | 304,554,508 | 372,896,892 | 0.27% | +68,342,384 |
| TJX COS INC NEW(TJX) | 2,586,496 | 2,662,056 | +75,560 | 319,459,681 | 384,766,602 | 0.28% | +65,306,921 |
| STERIS PLC(STE) | 1,346,039 | 1,567,238 | +221,199 | 323,345,489 | 387,797,371 | 0.28% | +64,451,882 |
| NEWMONT CORP(NEM) | 2,138,953 | 2,207,236 | +68,283 | 124,615,402 | 186,092,067 | 0.13% | +61,476,665 |
| GE VERNOVA INC(GEV) | 523,289 | 546,202 | +22,913 | 276,898,374 | 335,859,610 | 0.24% | +58,961,236 |
| KLA CORP(KLAC) | 271,947 | 279,962 | +8,015 | 243,593,806 | 301,967,013 | 0.22% | +58,373,207 |
| CORNING INC(GLW) | 1,701,964 | 1,787,244 | +85,280 | 89,506,287 | 146,607,625 | 0.11% | +57,101,338 |
| EQUIFAX INC(EFX) | 1,153,823 | 1,380,012 | +226,189 | 299,267,072 | 354,014,478 | 0.25% | +54,747,406 |
| DATADOG INC(DDOG) | 270,640 | 630,140 | +359,500 | 36,355,071 | 89,731,936 | 0.06% | +53,376,865 |
| MORGAN STANLEY(MS) | 2,317,323 | 2,385,773 | +68,450 | 326,418,118 | 379,242,476 | 0.27% | +52,824,358 |
| BLOCK INC(XYZ) | 482,527 | 1,100,890 | +618,363 | 32,778,059 | 79,561,320 | 0.06% | +46,783,261 |
| APPLIED MATLS INC | 1,642,443 | 1,695,146 | +52,703 | 300,698,124 | 347,365,142 | 0.25% | +46,667,018 |
| BLACKROCK INC(BLK) | 290,485 | 301,282 | +10,797 | 304,791,386 | 351,255,645 | 0.25% | +46,464,259 |
| WARNER BROS DISCOVERY INC(WBD) | 4,601,500 | 5,043,156 | +441,656 | 52,733,190 | 98,492,837 | 0.07% | +45,759,647 |
| LOWES COS INC(LOW) | 1,094,926 | 1,144,328 | +49,402 | 242,931,232 | 287,581,070 | 0.21% | +44,649,838 |
| ZOETIS INC(ZTS) | 3,761,920 | 4,312,779 | +550,859 | 586,671,424 | 631,045,823 | 0.45% | +44,374,399 |
| WESTERN DIGITAL CORP(WDC) | 659,524 | 705,130 | +45,606 | 42,202,941 | 84,657,908 | 0.06% | +42,454,967 |
| SEAGATE TECHNOLOGY HLDNGS PL | 411,131 | 430,905 | +19,774 | 59,338,537 | 101,719,434 | 0.07% | +42,380,897 |
| UBER TECHNOLOGIES INC(UBER) | 3,836,606 | 4,082,029 | +245,423 | 357,955,340 | 399,916,381 | 0.29% | +41,961,041 |
| BLACKSTONE INC(BX) | 1,392,425 | 1,464,017 | +71,592 | 208,278,932 | 250,127,304 | 0.18% | +41,848,372 |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 374,008 | 888,397 | +514,389 | 20,723,783 | 61,130,598 | 0.04% | +40,406,815 |
| MERCK & CO INC(MRK) | 4,977,819 | 5,172,952 | +195,133 | 394,148,695 | 434,408,777 | 0.31% | +40,260,082 |
| WELLS FARGO CO NEW(WFC) | 6,211,318 | 6,415,774 | +204,456 | 497,650,798 | 537,770,177 | 0.39% | +40,119,379 |
| NEXTERA ENERGY INC(NEE) | 4,203,645 | 4,393,855 | +190,210 | 291,817,036 | 331,692,114 | 0.24% | +39,875,078 |
| NORTHROP GRUMMAN CORP(NOC) | 284,992 | 298,108 | +13,116 | 142,490,300 | 181,643,167 | 0.13% | +39,152,867 |
| PEPSICO INC(PEP) | 2,771,558 | 2,883,686 | +112,128 | 365,956,518 | 404,984,862 | 0.29% | +39,028,344 |
| EMCOR GROUP INC(EME) | 39,193 | 90,195 | +51,002 | 20,963,944 | 58,585,260 | 0.04% | +37,621,316 |
| MCDONALDS CORP(MCD) | 1,503,332 | 1,568,779 | +65,447 | 439,228,510 | 476,736,250 | 0.34% | +37,507,740 |
| OREILLY AUTOMOTIVE INC(ORLY) | 1,685,296 | 1,755,472 | +70,176 | 151,895,728 | 189,257,436 | 0.14% | +37,361,708 |
| SIMON PPTY GROUP INC NEW(SPG) | 817,971 | 897,334 | +79,363 | 131,497,018 | 168,402,672 | 0.12% | +36,905,654 |
| PROLOGIS INC.(PLD) | 2,428,407 | 2,550,070 | +121,663 | 255,274,144 | 292,034,016 | 0.21% | +36,759,872 |
| TE CONNECTIVITY PLC(TEL) | 565,834 | 594,529 | +28,695 | 95,439,221 | 130,516,951 | 0.09% | +35,077,730 |
| DOORDASH INC(DASH) | 752,469 | 806,191 | +53,722 | 185,491,133 | 219,275,890 | 0.16% | +33,784,757 |
| ELI LILLY & CO(LLY) | 1,576,239 | 1,654,170 | +77,931 | 1,228,725,588 | 1,262,131,710 | 0.91% | +33,406,122 |
| ALTRIA GROUP INC(MO) | 3,225,720 | 3,346,784 | +121,064 | 189,123,964 | 221,088,551 | 0.16% | +31,964,587 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 702,146 | 706,361 | +4,215 | 216,366,290 | 248,116,365 | 0.18% | +31,750,075 |
| CUMMINS INC(CMI) | 277,958 | 290,507 | +12,549 | 91,054,056 | 122,725,815 | 0.09% | +31,671,759 |
| MEDTRONIC PLC(MDT) | 2,518,931 | 2,631,648 | +112,717 | 219,575,215 | 250,638,156 | 0.18% | +31,062,941 |
| GENERAL DYNAMICS CORP(GD) | 489,818 | 509,746 | +19,928 | 142,860,318 | 173,823,386 | 0.13% | +30,963,068 |
| UNITED RENTALS INC(URI) | 123,782 | 128,775 | +4,993 | 93,257,359 | 122,936,342 | 0.09% | +29,678,983 |
| BANK NEW YORK MELLON CORP | 1,362,596 | 1,410,173 | +47,577 | 124,146,122 | 153,652,450 | 0.11% | +29,506,328 |
| PDD HOLDINGS INC(PDD) | 756,387 | 817,939 | +61,552 | 79,163,463 | 108,106,998 | 0.08% | +28,943,535 |
| SCHWAB CHARLES CORP(SCHW) | 3,277,467 | 3,431,217 | +153,750 | 299,036,089 | 327,578,287 | 0.24% | +28,542,198 |
| SEMPRA(SRE) | 1,432,676 | 1,515,949 | +83,273 | 108,553,861 | 136,405,091 | 0.10% | +27,851,230 |
| AMERICAN EXPRESS CO(AXP) | 1,477,330 | 1,502,159 | +24,829 | 471,238,723 | 498,957,133 | 0.36% | +27,718,410 |
| BROADRIDGE FINL SOLUTIONS IN(BR) | 1,751,266 | 1,901,022 | +149,756 | 425,610,176 | 452,766,410 | 0.33% | +27,156,234 |
| L3HARRIS TECHNOLOGIES INC(LHX) | 372,940 | 394,908 | +21,968 | 93,548,270 | 120,608,852 | 0.09% | +27,060,582 |
| TAPESTRY INC(TPR) | 220,439 | 407,871 | +187,432 | 19,356,749 | 46,179,155 | 0.03% | +26,822,406 |
| NORFOLK SOUTHN CORP(NSC) | 467,780 | 486,162 | +18,382 | 119,737,647 | 146,047,926 | 0.11% | +26,310,279 |
| D R HORTON INC(DHI) | 531,233 | 556,127 | +24,894 | 68,486,558 | 94,246,843 | 0.07% | +25,760,285 |
| GENERAL MTRS CO(GM) | 1,833,741 | 1,897,540 | +63,799 | 90,238,395 | 115,693,014 | 0.08% | +25,454,619 |
| PFIZER INC(PFE) | 10,931,822 | 11,396,271 | +464,449 | 264,987,365 | 290,376,985 | 0.21% | +25,389,620 |
| T-MOBILE US INC(TMUS) | 1,045,733 | 1,146,634 | +100,901 | 249,156,345 | 274,481,247 | 0.20% | +25,324,902 |
| VALERO ENERGY CORP(VLO) | 612,167 | 630,870 | +18,703 | 82,287,488 | 107,411,926 | 0.08% | +25,124,438 |
| QUALCOMM INC(QCOM) | 2,246,597 | 2,301,044 | +54,447 | 357,793,038 | 382,801,680 | 0.28% | +25,008,642 |
| BAKER HUGHES COMPANY(BKR) | 2,008,709 | 2,074,636 | +65,927 | 77,013,903 | 101,076,266 | 0.07% | +24,062,363 |
| ELECTRONIC ARTS INC(EA) | 468,700 | 489,757 | +21,057 | 74,851,390 | 98,783,987 | 0.07% | +23,932,597 |