MUFG β€” MITSUBISHI UFJ FINL GROUP INC

Ownership history in Ramirez Asset Management, Inc.  Β·  6 quarters on record

AI Ownership Summary

Ramirez Asset Management, Inc. reported MITSUBISHI UFJ FINL GROUP INC (MUFG) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.09% in 2025 Q1. The latest visible filing shows MUFG at 0.99% 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.

What this MUFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ramirez Asset Management, Inc.'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 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.09% in 2025 Q1

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

Time in book
Holding Window
2024 Q3 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.

How Ramirez Asset Management, Inc. held MUFG β€” position size vs. price
% of Fund (quarterly)    MUFG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 472,782 +16,004 +3.5% 0.99% $7.5M 2026-02-14 (Est.) $19.73
2025 Q3 REDUCED 456,778 -23,441 -4.9% 1.01% $7.3M 2025-11-12 $15.54
2025 Q2 ADDED 480,219 +94,199 +24.4% 1.00% $6.6M 2025-07-24 $14.80
2025 Q1 REDUCED 386,020 -40,830 -9.6% 1.09% $5.3M 2025-05-07 $12.26
2024 Q4 ADDED 426,850 +12,976 +3.1% 1.01% $5.0M 2025-02-12 $12.11
2024 Q3 INITIATED 413,874 β€” β€” 0.81% $4.2M 2024-11-12 $11.35

FAQ About Ramirez Asset Management, Inc. and MUFG

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

How long has Ramirez Asset Management, Inc. reported owning MUFG?

Ramirez Asset Management, Inc. reported MUFG across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported MUFG position in Ramirez Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for MUFG was 1.09% in 2025 Q1.

What is the latest reported MUFG position on this page?

The most recent filing on this page is 2025 Q4, when Ramirez Asset Management, Inc. reported 472,782 shares, equal to 0.99% of portfolio, with an estimated market value of $7.5M.

What does the chart on this MUFG ownership page compare?

The chart compares Ramirez Asset Management, Inc.'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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