Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
US ˙ NYSE ˙ US6068221042

SecurityMUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
InstitutionRitholtz Wealth Management
Latest Disclosed Ownership281,114 shares
Latest Disclosed Value $ 4,770,505
Ritholtz Wealth Management reports 7.11% increase in ownership of MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)

On April 20, 2026 - Ritholtz Wealth Management filed a 13F-HR form disclosing ownership of 281,114 shares of Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock) (US:MUFG) valued at $4,770,505 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 262,461 shares of Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock). This represents a change in shares of 7.11% during the quarter. The current value of the position is $5,467,667 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)
2026-04-20 2026-03-31 13F MITSUBISHI UFJ FINANCIAL GRO SPONSORED ADS 606822104 281,114 18,653 7.11 4,771 14.61 0.0828
2026-01-23 2025-12-31 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 262,461 7,648 3.00 4,163 2.49 0.0760
2025-10-28 2025-09-30 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 254,813 64,194 33.68 4,062 55.30 0.0790
2025-07-28 2025-06-30 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 190,619 -6,609 -3.35 2,615 -2.72 0.0577
2025-04-17 2025-03-31 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 197,228 -22,602 -10.28 2,688 4.35 0.0803
2025-01-15 2024-12-31 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 219,830 -16,638 -7.04 2,576 7.02 0.0757
2024-10-10 2024-09-30 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 236,468 29,637 14.33 2,407 7.79 0.0725
2024-08-01 2024-06-30 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 206,831 67,036 47.95 2,234 56.15 0.0737
2024-04-24 2024-03-31 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 139,795 10,781 8.36 1,430 28.83 0.0493
2024-01-18 2023-12-31 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 129,014 12,702 10.92 1,111 12.46 0.0431
2023-10-13 2023-09-30 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 116,312 22,263 23.67 987 42.42 0.0443
2023-07-17 2023-06-30 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 94,049 15,569 19.84 693 38.32 0.0312
2023-04-20 2023-03-31 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 78,480 27,369 53.55 501 47.35 0.0250
2023-01-19 2022-12-31 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 51,111 14,062 37.96 341 103.59 0.0190
2022-10-19 2022-09-30 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 37,049 -23,857 -39.17 167 -48.62 0.0089
2022-07-15 2022-06-30 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 60,906 -22,348 -26.84 325 -36.89 0.0205
2022-04-14 2022-03-31 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 83,254 25,947 45.28 515 64.54 0.0348
2022-01-18 2021-12-31 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 57,307 7,162 14.28 313 5.39 0.0195
2021-10-14 2021-09-30 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 50,145 3,392 7.26 297 17.39 0.0206
2021-07-20 2021-06-30 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 46,753 11,975 34.43 253 35.29 0.0182
2021-05-12 2021-03-31 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 34,778 14,389 70.57 187 107.78 0.0156
2021-01-19 2020-12-31 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 20,389 1,511 8.00 90 18.42 0.0086
2020-10-23 2020-09-30 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 18,878 -7,879 -29.45 76 -27.62 0.0085
2020-07-15 2020-06-30 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 26,757 15,538 138.50 105 156.10 0.0135
2020-04-09 2020-03-31 13F MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 11,219 11,219 41 0.0066
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.