Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
GB ˙ LSE ˙ US6068221042
19,98 $ ↓ -0,09 (-0,45%)
2026-06-05
DEL PRIS
SecurityGB:0K1Y / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
InstitutionPersonal Cfo Solutions, Llc
Latest Disclosed Ownership53,619 shares
Latest Disclosed Value $ 909,922
Personal Cfo Solutions, Llc reports 3.61% increase in ownership of 0K1Y / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)

On April 30, 2026 - Personal Cfo Solutions, Llc filed a 13F-HR form disclosing ownership of 53,619 shares of Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock) (GB:0K1Y) valued at $876,295 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 51,749 shares of Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock). This represents a change in shares of 3.61% during the quarter. The current value of the position is $1,071,308 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-30 2026-03-31 13F MITSUBISHI UFJ FINANCIAL GRO SPONSORED ADS 606822104 53,619 1,870 3.61 910 10.85 0.1278
2026-01-22 2025-12-31 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 51,749 2,040 4.10 821 3.54 0.1303
2025-11-10 2025-09-30 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 49,709 -753 -1.49 792 14.45 0.1390
2025-08-12 2025-06-30 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 50,462 1,318 2.68 692 3.44 0.1281
2025-04-30 2025-03-31 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 49,144 474 0.97 670 17.37 0.1360
2025-02-07 2024-12-31 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 48,670 1,288 2.72 570 18.26 0.1122
2024-11-14 2024-09-30 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 47,382 1,037 2.24 482 -3.60 0.0674
2024-08-09 2024-06-30 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 46,345 844 1.85 501 7.53 0.0769
2024-05-13 2024-03-31 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 45,501 -481 -1.05 465 17.72 0.0726
2024-02-13 2023-12-31 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 45,982 -404 -0.87 396 0.51 0.0685
2023-11-13 2023-09-30 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 46,386 -3,384 -6.80 394 7.38 0.0778
2023-08-10 2023-06-30 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 49,770 -4,842 -8.87 367 5.17 0.0744
2023-05-09 2023-03-31 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 54,612 296 0.54 349 -3.87 0.0721
2023-02-14 2022-12-31 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 54,316 1,322 2.49 362 52.10 0.0767
2022-11-01 2022-09-30 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 52,994 -1,246 -2.30 238 -17.93 0.0598
2022-08-05 2022-06-30 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 54,240 34,938 181.01 290 143.70 0.0680
2022-05-02 2022-03-31 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 19,302 86 0.45 119 13.33 0.0235
2022-02-11 2021-12-31 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 19,216 3,441 21.81 105 11.70 0.0197
2021-11-18 2021-09-30 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 15,775 354 2.30 94 11.90 0.0193
2021-07-22 2021-06-30 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 15,421 2,060 15.42 84 16.67 0.0172
2021-04-21 2021-03-31 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 13,361 13,361 72 0.0156
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.