MITSUBISHI UFJ TRUST AND BANKING CORPORATION
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $406.96B |
| Discretionary | $401.05B99% of AUM |
| Non-Discretionary | $5.91B |
| Client Accounts | 32,595 |
| Avg Account Size | $12.5M |
| Employees | 6,400 |
| Peak AUM | $459.54BJun 2021 |
| AUM CAGR | -1.0% /yrover 8 yrs · 45 filings |
AUM by Client Type
Total AUM
$407.0B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $407.0B | +6.0% | +2.4% | 2.4% | |
| Discretionary AUM | $401.0B | +4.4% | +1.9% | 2.7% | |
| Non-Disc. AUM | $5.9B | — | — | — | |
| Total Accounts | 33k | 10.3% | 10.3% | 9.4% | |
| Avg Account Size | $12M | +18.2% | +14.2% | +7.7% | |
| Employees | 6k | +1.6% | 0.5% | 0.3% | |
| AUM / Employee | $64M | +4.3% | +2.9% | 2.1% | |
Client AUM Segments | |||||
| Wealth AUM | $7.2B | +198.8% | +34.8% | +10.3% | |
| Institutional AUM | $290.8B | +5.3% | +3.3% | 0.9% | |
| Fund / Pooled AUM | $87.0B | +0.1% | 1.0% | 7.2% | |
| Other AUM | $7.5B | +8.0% | +15.2% | +7.9% | |
Client Count Segments | |||||
| HNW Clients | 30k | 11.2% | 11.1% | 9.3% | |
| Institutional | 345 | +8.5% | +4.0% | +4.6% | |
| Pooled / Fund | 2k | 1.7% | 0.8% | 0.8% | |
Key Metrics
| Total AUM | $406.96B |
| Discretionary | $401.05B |
| Employees | 6400 |
| Client Accounts | 32595 |
| Client Range | More than 500 |
Contact & Location
Address
1-4-5, MARUNOUCHI
TOKYO 100-8212
Japan
Phone
+81-3-5220-3065
Filing History
45 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingAdviser SelectionPublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$401.0B
98.5% of AUM
Non-Discretionary
$5.9B
1.5% of AUM
Disc. mix ▼ 1.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Pooled Vehicles
Pension Plans
Corporations
Government
Insurance Cos.
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking InstitutionInsurance Company
Related Entities (Item 7)
Broker-DealerBanking InstitutionPension Consultant