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MITSUBISHI UFJ TRUST AND BANKING CORPORATION
CRD 296868File 801-113352
APPROVED
Retail clients
Filing as of Aug 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$406.96B
Top 10% of cohort (national)
Discretionary AUM
$401.05B
Non-discretionary $5.91B
Clients
32,504
32,595 accounts
Employees
6,400
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Sep 4, 2018
- Principal office
- 1-4-5, MARUNOUCHI, CHIYODA-KU, TOKYO, 100-8212
- Phone
- +81-3-5220-3065
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $406.96B
- Discretionary AUM
- $401.05B
- Non-discretionary AUM
- $5.91B
- Discretionary accounts
- 32,544
- Non-discretionary accounts
- 51
- Total accounts
- 32,595
- AUM per client
- $12.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 208 | $5.97B |
| Non-U.S. persons | 10 | $228.06B |
| Insurance companies | 6 | $14.26B |
| Other investment advisers | 1 | $20.0M |
| Pooled investment vehicles | 2,274 | $86.98B |
| Banking or thrift institutions | 70 | $14.36B |
| Pension and profit sharing plans | 120 | $42.46B |
| State or municipal government entities | 1 | $98.8M |
| Individuals (other than high net worth individuals) | 29,814 | $7.23B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 32,595 | 32,504 | decreased by91 |
| Jul 1, 2026 | Employees | 6,300 | 6,400 | increased by100 |
| Jul 1, 2026 | Clients | 36,352 | 32,595 | decreased by3,757 |
| Jul 1, 2026 | AUM | $384,048,650,384 | $406,959,236,818 | increased by$22,910,586,434 |
| Jul 1, 2026 | Accounts | 36,352 | 32,595 | decreased by3,757 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 38,674 | 36,352 | decreased by2,322 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $396,352,827,195 | $384,048,650,384 | decreased by$12,304,176,811 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 38,674 | 36,352 | decreased by2,322 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6,500 | 6,300 | decreased by200 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 52,319 | 38,674 | decreased by13,645 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $431,157,099,756 | $396,352,827,195 | decreased by$34,804,272,561 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 52,319 | 38,674 | decreased by13,645 |
| Jul 1, 2022 | Clients | 51,264 | 52,319 | increased by1,055 |
| Jul 1, 2022 | AUM | $459,544,922,180 | $431,157,099,756 | decreased by$28,387,822,424 |
| Jul 1, 2022 | Accounts | 53,455 | 52,319 | decreased by1,136 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MITSUBISHI UFJ” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MITSUBISHI UFJ” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.