MUFG — MITSUBISHI UFJ FINL GROUP INC

Ownership history in Aristotle Capital Management, LLC  ·  60 quarters on record

AI Ownership Summary

Aristotle Capital Management, LLC reported MITSUBISHI UFJ FINL GROUP INC (MUFG) in 60 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.74% in 2025 Q3. The latest visible filing shows MUFG at 1.71% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MUFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aristotle Capital Management, LLC's position in MITSUBISHI UFJ FINL GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MUFG was reported at 1.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.74% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MUFG stock page Aristotle Capital Management, LLC fund profile Aristotle Capital Management, LLC full holdings
How Aristotle Capital Management, LLC held MUFG — position size vs. price
% of Fund (quarterly)    MUFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 53,880,015 -2,497,545 -4.4% 1.71% $854.5M 2026-02-14 (Est.) $19.73
2025 Q3 REDUCED 56,377,560 -3,241,434 -5.4% 1.74% $898.7M 2025-11-14 $15.79
2025 Q2 REDUCED 59,618,994 -952,458 -1.6% 1.58% $818.0M 2025-08-14 $15.34
2025 Q1 REDUCED 60,571,452 -2,572,759 -4.1% 1.64% $825.6M 2025-05-15 $13.46
2024 Q4 REDUCED 63,144,211 -1,226,061 -1.9% 1.43% $740.1M 2025-02-14 $12.56
2024 Q3 ADDED 64,370,272 +43,811 +0.1% 1.19% $655.3M 2024-11-14 $11.84
2024 Q2 REDUCED 64,326,461 -381,146 -0.6% 1.34% $694.7M 2024-08-14 $9.56
2024 Q1 REDUCED 64,707,607 -2,029,885 -3.0% 1.23% $662.0M 2024-05-15 $9.94
2023 Q4 REDUCED 66,737,492 -3,688,913 -5.2% 1.12% $574.6M 2024-02-14 $9.03
51 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MUFG

As of 2026 Q1 — sorted by position size

Henry James International Management Inc. 3Y 7Y 1.47% AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 1.34% JCIC Asset Management Inc. 3Y 7Y 0.97% Legacy Wealth Asset Management, LLC 3Y 0.57% Naviter Wealth, LLC 3Y 0.5% InTrack Investment Management Inc 3Y 0.4% Successful Portfolios LLC 3Y 7Y 0.4% Five Oceans Advisors 3Y 0.26% ANCHYRA PARTNERS LLC 0.19% SEVEN MILE ADVISORY 0.17%

FAQ About Aristotle Capital Management, LLC and MUFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aristotle Capital Management, LLC reported owning MUFG?

Aristotle Capital Management, LLC reported MUFG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MUFG position in Aristotle Capital Management, LLC's portfolio?

The largest reported portfolio weight for MUFG was 1.74% in 2025 Q3.

What is the latest reported MUFG position on this page?

The most recent filing on this page is 2025 Q4, when Aristotle Capital Management, LLC reported 53,880,015 shares, equal to 1.71% of portfolio, with an estimated market value of $854.5M.

What does the chart on this MUFG ownership page compare?

The chart compares Aristotle Capital Management, LLC's quarterly MUFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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