Mitsubishi UFJ Asset Management Co., Ltd.
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INC | 15,305,324 | 15,829,432 | +524,108 | 3,720,724,264 | 4,988,662,675 | +1,267,938,411 |
| APPLE INC | 30,438,660 | 31,856,462 | +1,417,802 | 7,750,608,804 | 8,633,368,279 | +882,759,475 |
| ALPHABET INC | 9,918,831 | 10,361,412 | +442,581 | 2,415,731,290 | 3,267,160,432 | +851,429,142 |
| ELI LILLY & CO | 0 | 1,751,276 | +1,751,276 | 0 | 1,892,008,539 | +1,892,008,539 |
| NVIDIA CORPORATION | 0 | 52,595,255 | +52,595,255 | 0 | 9,932,613,907 | +9,932,613,907 |
| MICRON TECHNOLOGY INC | 0 | 2,471,333 | +2,471,333 | 0 | 779,507,855 | +779,507,855 |
| AMAZON COM INC | 20,334,482 | 21,415,372 | +1,080,890 | 4,464,842,213 | 4,850,581,758 | +385,739,545 |
| UBER TECHNOLOGIES INC | 0 | 9,375,851 | +9,375,851 | 0 | 776,883,014 | +776,883,014 |
| BROADCOM INC | 0 | 10,259,220 | +10,259,220 | 0 | 3,566,310,056 | +3,566,310,056 |
| ADVANCED MICRO DEVICES INC | 3,379,104 | 3,580,146 | +201,042 | 546,705,236 | 800,055,227 | +253,349,991 |
| FERRARI N V | 0 | 546,390 | +546,390 | 0 | 203,196,977 | +203,196,977 |
| SPDR SERIES TRUST | 0 | 2,065,815 | +2,065,815 | 0 | 201,130,621 | +201,130,621 |
| THERMO FISHER SCIENTIFIC INC | 0 | 2,086,025 | +2,086,025 | 0 | 1,235,990,673 | +1,235,990,673 |
| CATERPILLAR INC | 0 | 1,290,529 | +1,290,529 | 0 | 772,265,459 | +772,265,459 |
| JOHNSON & JOHNSON | 5,030,835 | 5,278,800 | +247,965 | 932,834,600 | 1,094,504,612 | +161,670,012 |
| LAM RESEARCH CORP | 2,961,248 | 2,994,239 | +32,991 | 396,511,107 | 554,113,869 | +157,602,762 |
| MERCK & CO INC | 0 | 5,411,429 | +5,411,429 | 0 | 576,083,376 | +576,083,376 |
| WALMART INC | 0 | 9,402,726 | +9,402,726 | 0 | 1,060,251,384 | +1,060,251,384 |
| JPMORGAN CHASE & CO. | 5,630,374 | 5,867,584 | +237,210 | 1,775,988,871 | 1,909,781,240 | +133,792,369 |
| EXXON MOBIL CORP | 0 | 8,970,835 | +8,970,835 | 0 | 1,100,272,913 | +1,100,272,913 |
| APPLIED MATLS INC | 1,695,146 | 1,765,950 | +70,804 | 347,365,142 | 475,038,864 | +127,673,722 |
| GOLDMAN SACHS GROUP INC | 0 | 889,967 | +889,967 | 0 | 813,732,427 | +813,732,427 |
| INTUITIVE SURGICAL INC | 857,315 | 880,331 | +23,016 | 383,416,987 | 494,728,415 | +111,311,428 |
| CRH PLC | 0 | 1,414,440 | +1,414,440 | 0 | 178,841,794 | +178,841,794 |
| WELLS FARGO CO NEW | 0 | 6,679,408 | +6,679,408 | 0 | 635,879,642 | +635,879,642 |
| CISCO SYS INC | 0 | 8,833,506 | +8,833,506 | 0 | 671,677,449 | +671,677,449 |
| BANK AMERICA CORP | 0 | 14,676,897 | +14,676,897 | 0 | 821,172,387 | +821,172,387 |
| INTEL CORP | 0 | 9,948,795 | +9,948,795 | 0 | 391,783,547 | +391,783,547 |
| RTX CORPORATION | 0 | 2,856,214 | +2,856,214 | 0 | 534,826,072 | +534,826,072 |
| CITIGROUP INC | 0 | 3,819,471 | +3,819,471 | 0 | 453,371,208 | +453,371,208 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 3,413,013 | +3,413,013 | 0 | 1,695,755,509 | +1,695,755,509 |
| MORGAN STANLEY | 0 | 2,509,180 | +2,509,180 | 0 | 456,419,842 | +456,419,842 |
| GE AEROSPACE | 0 | 2,228,457 | +2,228,457 | 0 | 714,777,583 | +714,777,583 |
| AMGEN INC | 1,237,508 | 1,295,157 | +57,649 | 349,224,758 | 424,345,239 | +75,120,481 |
| COMFORT SYS USA INC | 0 | 73,560 | +73,560 | 0 | 73,827,758 | +73,827,758 |
| CARVANA CO | 0 | 287,964 | +287,964 | 0 | 115,257,591 | +115,257,591 |
| KLA CORP | 279,962 | 293,759 | +13,797 | 301,967,013 | 374,387,033 | +72,420,020 |
| TESLA INC | 0 | 6,149,014 | +6,149,014 | 0 | 2,693,698,563 | +2,693,698,563 |
| VISA INC | 0 | 6,441,815 | +6,441,815 | 0 | 2,232,039,117 | +2,232,039,117 |
| AMERICAN EXPRESS CO | 1,502,159 | 1,525,753 | +23,594 | 498,957,133 | 568,693,916 | +69,736,783 |
| CAPITAL ONE FINL CORP | 0 | 1,339,528 | +1,339,528 | 0 | 332,109,177 | +332,109,177 |
| COCA COLA CO | 0 | 19,564,124 | +19,564,124 | 0 | 1,352,272,251 | +1,352,272,251 |
| SALESFORCE INC | 0 | 2,123,665 | +2,123,665 | 0 | 538,603,917 | +538,603,917 |
| WESTERN DIGITAL CORP | 0 | 751,202 | +751,202 | 0 | 141,000,615 | +141,000,615 |
| AMPHENOL CORP NEW | 2,526,625 | 2,632,683 | +106,058 | 312,717,191 | 367,817,045 | +55,099,854 |
| PROLOGIS INC. | 0 | 2,685,351 | +2,685,351 | 0 | 346,544,547 | +346,544,547 |
| DANAHER CORPORATION | 0 | 1,340,152 | +1,340,152 | 0 | 308,771,021 | +308,771,021 |
| S&P GLOBAL INC | 0 | 1,970,788 | +1,970,788 | 0 | 1,010,344,176 | +1,010,344,176 |
| GE VERNOVA INC | 0 | 572,341 | +572,341 | 0 | 388,934,327 | +388,934,327 |
| REGENERON PHARMACEUTICALS | 0 | 224,857 | +224,857 | 0 | 174,558,738 | +174,558,738 |
| WARNER BROS DISCOVERY INC | 0 | 5,299,328 | +5,299,328 | 0 | 151,083,841 | +151,083,841 |
| SYNOPSYS INC | 0 | 1,445,653 | +1,445,653 | 0 | 694,520,614 | +694,520,614 |
| SANDISK CORP | 0 | 189,565 | +189,565 | 0 | 52,175,871 | +52,175,871 |
| INTERCONTINENTAL EXCHANGE IN | 0 | 5,552,700 | +5,552,700 | 0 | 888,376,473 | +888,376,473 |
| BRISTOL-MYERS SQUIBB CO | 0 | 4,758,630 | +4,758,630 | 0 | 254,396,360 | +254,396,360 |
| INTERNATIONAL BUSINESS MACHS | 0 | 2,103,553 | +2,103,553 | 0 | 613,185,700 | +613,185,700 |
| NEWMONT CORP | 0 | 2,305,266 | +2,305,266 | 0 | 233,339,025 | +233,339,025 |
| GENERAL MTRS CO | 0 | 1,993,319 | +1,993,319 | 0 | 161,418,973 | +161,418,973 |
| PARKER-HANNIFIN CORP | 0 | 269,229 | +269,229 | 0 | 240,740,984 | +240,740,984 |
| GILEAD SCIENCES INC | 0 | 2,719,101 | +2,719,101 | 0 | 330,642,682 | +330,642,682 |
| FREEPORT-MCMORAN INC | 0 | 3,021,716 | +3,021,716 | 0 | 156,917,712 | +156,917,712 |
| NEXTERA ENERGY INC | 0 | 4,624,832 | +4,624,832 | 0 | 374,287,654 | +374,287,654 |
| VERTEX PHARMACEUTICALS INC | 0 | 566,227 | +566,227 | 0 | 256,008,214 | +256,008,214 |
| WELLTOWER INC | 0 | 1,966,128 | +1,966,128 | 0 | 367,547,968 | +367,547,968 |
| ANALOG DEVICES INC | 1,047,111 | 1,093,703 | +46,592 | 257,275,173 | 299,390,259 | +42,115,086 |
| CONSTELLATION ENERGY CORP | 0 | 727,885 | +727,885 | 0 | 266,587,881 | +266,587,881 |
| ARES MANAGEMENT CORPORATION | 200,722 | 441,368 | +240,646 | 32,093,441 | 73,412,739 | +41,319,298 |
| AUTOZONE INC | 0 | 176,986 | +176,986 | 0 | 584,729,887 | +584,729,887 |
| INSMED INC | 0 | 222,266 | +222,266 | 0 | 39,367,754 | +39,367,754 |
| BOEING CO | 0 | 1,788,057 | +1,788,057 | 0 | 407,265,743 | +407,265,743 |
| TJX COS INC NEW | 0 | 2,745,278 | +2,745,278 | 0 | 423,530,868 | +423,530,868 |
| QNITY ELECTRONICS INC | 0 | 442,831 | +442,831 | 0 | 37,631,778 | +37,631,778 |
| MASTERCARD INCORPORATED | 0 | 1,761,224 | +1,761,224 | 0 | 991,798,071 | +991,798,071 |
| QUALCOMM INC | 0 | 2,423,803 | +2,423,803 | 0 | 419,269,443 | +419,269,443 |
| FTAI AVIATION LTD | 0 | 193,935 | +193,935 | 0 | 40,794,227 | +40,794,227 |
| CUMMINS INC | 0 | 303,235 | +303,235 | 0 | 158,370,002 | +158,370,002 |
| SEAGATE TECHNOLOGY HLDNGS PL | 0 | 477,658 | +477,658 | 0 | 137,345,781 | +137,345,781 |
| SCHWAB CHARLES CORP | 0 | 3,565,663 | +3,565,663 | 0 | 362,164,391 | +362,164,391 |
| ABBVIE INC | 3,569,082 | 3,752,683 | +183,601 | 826,385,246 | 860,527,739 | +34,142,493 |
| UNITED PARCEL SERVICE INC | 0 | 1,553,142 | +1,553,142 | 0 | 156,898,405 | +156,898,405 |
| ISHARES TR | 3,373,135 | 3,722,125 | +348,990 | 376,003,358 | 410,029,290 | +34,025,932 |
| CIENA CORP | 0 | 135,124 | +135,124 | 0 | 33,248,611 | +33,248,611 |
| MARRIOTT INTL INC NEW | 0 | 504,150 | +504,150 | 0 | 158,005,652 | +158,005,652 |
| FEDEX CORP | 0 | 462,091 | +462,091 | 0 | 135,452,735 | +135,452,735 |
| CHUBB LIMITED | 0 | 800,917 | +800,917 | 0 | 248,332,325 | +248,332,325 |
| TEXAS INSTRS INC | 0 | 5,384,843 | +5,384,843 | 0 | 955,917,329 | +955,917,329 |
| CARDINAL HEALTH INC | 0 | 529,850 | +529,850 | 0 | 109,000,742 | +109,000,742 |
| ROSS STORES INC | 0 | 734,189 | +734,189 | 0 | 134,246,389 | +134,246,389 |
| AMRIZE LTD | 0 | 482,397 | +482,397 | 0 | 26,739,266 | +26,739,266 |
| PEPSICO INC | 0 | 3,033,404 | +3,033,404 | 0 | 431,441,051 | +431,441,051 |
| TERADYNE INC | 0 | 333,456 | +333,456 | 0 | 69,212,127 | +69,212,127 |
| US BANCORP DEL | 0 | 3,258,573 | +3,258,573 | 0 | 175,734,842 | +175,734,842 |
| CHEVRON CORP NEW | 0 | 4,359,741 | +4,359,741 | 0 | 679,683,622 | +679,683,622 |
| FLEX LTD | 0 | 378,248 | +378,248 | 0 | 24,086,833 | +24,086,833 |
| CVS HEALTH CORP | 0 | 2,662,759 | +2,662,759 | 0 | 213,366,879 | +213,366,879 |
| SLB LIMITED | 0 | 3,141,868 | +3,141,868 | 0 | 126,303,094 | +126,303,094 |
| CREDO TECHNOLOGY GROUP HOLDI | 0 | 237,941 | +237,941 | 0 | 34,077,910 | +34,077,910 |
| OMNICOM GROUP INC | 0 | 674,065 | +674,065 | 0 | 54,814,966 | +54,814,966 |
| HILTON WORLDWIDE HLDGS INC | 0 | 491,309 | +491,309 | 0 | 143,943,711 | +143,943,711 |
| ROCKET LAB CORP | 0 | 650,738 | +650,738 | 0 | 49,449,581 | +49,449,581 |