Mitsubishi Ufj Trust and Banking Corporation

Registered investment adviser · Tokyo · CRD #296868

Form ADV data as of 2026-09-01

Regulatory assets

$406.96 billion

Total accounts

32,595

Employees

6,400

Disclosure events

Firm details

Website: https://www.tr.mufg.jp/am/index.html
Telephone: +81-3-5220-3065
SEC file number: 801-113352
Most recent Form ADV filing: 2026-08-24
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$401.05 billion
Non-discretionary regulatory assets under management	$5.91 billion
Total regulatory assets under management	$406.96 billion
Discretionary accounts	32,544
Non-discretionary accounts	51
Total accounts	32,595
Regulatory assets under management attributable to non-U.S. persons	$406.84 billion

People

Total employees (excluding clerical)	6,400
Employees performing investment advisory functions (including research)	300
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	0
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	1

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)Performance-based fees

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops

Other business activities

Real estate broker, dealer, or agentInsurance broker or agentBank (including a separately identifiable department or division)Trust companyOther financial product salesperson

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerFutures commission merchantBanking or thrift institutionTrust companyInsurance company or agency

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys securities from or sells securities to advisory clients (principal transactions)
Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Executes agency cross transactions involving advisory client securities
Recommends securities for which it serves as underwriter or general partner
Recommends securities in which it has another sales interest
Brokers or dealers selected under 8.C.(3) are related persons
Receives soft dollar benefits

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	29,814	$7.23 billion
Banking or thrift institutions	70	$14.36 billion
Pooled investment vehicles (other than investment companies and BDCs)	2,274	$86.98 billion
Pension and profit sharing plans (not the participants or government plans)	120	$42.46 billion
State or municipal government entities (including government pension plans)	1	$98.8 million
Other investment advisers	1	$20.0 million
Insurance companies	6	$14.26 billion
Sovereign wealth funds and foreign official institutions	10	$228.06 billion
Corporations or other businesses not listed above	208	$5.97 billion
Other	91	$7.53 billion