Asset manager · Tokyo, Japan
Mitsubishi UFJ Trust and Banking Corporation
SEC-registered investment adviser · CRD 296868 · SEC 801-113352
At a glance
Mitsubishi UFJ Trust and Banking Corporation is an SEC-registered investment adviser based in Tokyo, Japan, with $407.0 billion in regulatory assets under management as of its Form ADV filed August 24, 2026. Its largest client group by assets is sovereign wealth funds and foreign official institutions, and it reports 29,814 individual clients. By Form ADV it is a asset manager, ranked 40th of 3,218 asset managers and 60th of 17,210 SEC-registered advisers by assets.
Main office +81352203065As filed on Form ADV
- Regulatory AUM
- $407B
- Rank among asset managers
- #40 of 3,218
- Rank among all SEC RIAs
- #60 of 17,210
- Individual clients
- 29,814
- High-net-worth clients
- 0
- Accounts
- 32,595
- Discretionary
- 99% of AUM
- Employees
- 6,400
- Advisory staff
- 300
- Offices
- 3
Owners and executives on its Form ADV
- Iwao NagashimaChairman
- Masatsune OkadaFull-Time Audit and Supervisory Committee Member
- Tetsuo KitagawaOutside Audit and Supervisory Committee Member
- Junko ImuraOutside Audit and Supervisory Committee Member
- Takafumi IharaDirector, Deputy President and Executive Officer
- Yukinori ShimoguchiFull-Time Audit and Supervisory Committee Member
- Hiroshi KubotaPresident and CEO
- Kenichi GodaSenior Managing Executive Officer
- Gen OkuyamaFull-Time Audit Supervisory Committee Member
- Junya NaitoOutside Audit and Supervisory Committee Member
- Koichi OtsukaSenior Managing Executive Officer
- Shogo TanakaSenior Managing Executive Officer
Custody and brokerage
2 custodians
- The Master Trust Bank of Japan, LTD.Affiliate of the firm$333B85%
- Custody Bank of Japan, LTD.$60B15%
Other RIAs using The Master Trust Bank of Japan, LTD.Other multi-custodian RIAs
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Morgan Stanley Mufg Securities Co., LTD.
- Morgan Stanley Mufg Securities Co., LTD
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Sovereign wealth funds and foreign official institutions | 10 | $228B | 56% |
| Pooled investment vehicles | 2,274 | $87B | 21% |
| Pension and profit sharing plans | 120 | $42B | 10% |
| Banking or thrift institutions | 70 | $14B | 4% |
| Insurance companies | 6 | $14B | 4% |
| Other | 91 | $7.5B | 2% |
| Individuals | 29,814 | $7.2B | 2% |
| Corporations or other businesses | 208 | $6.0B | 1% |
| State or municipal government entities | 1 | $99M | <1% |
| Other investment advisers | 1 | $20M | <1% |
Disciplinary disclosures
Mitsubishi UFJ Trust and Banking Corporation reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Mitsubishi UFJ Trust and Banking Corporation
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 89 peers of its type and size
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- Owners and executives, with titles and stakes
- 37 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Mitsubishi UFJ Trust and Banking Corporation manage?
Mitsubishi UFJ Trust and Banking Corporation reports $407.0 billion in regulatory assets under management across 32,595 accounts, 99% of it on a discretionary basis, on its Form ADV filed August 24, 2026.
What kind of firm is Mitsubishi UFJ Trust and Banking Corporation?
Mitsubishi UFJ Trust and Banking Corporation is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are Mitsubishi UFJ Trust and Banking Corporation’s clients?
By assets, its largest client types are sovereign wealth funds and foreign official institutions ($228.1 billion, 10 clients); pooled investment vehicles ($87.0 billion, 2,274 clients); pension and profit sharing plans ($42.5 billion, 120 clients).
Does Mitsubishi UFJ Trust and Banking Corporation have any disciplinary history?
Mitsubishi UFJ Trust and Banking Corporation reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Mitsubishi UFJ Trust and Banking Corporation’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →