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MITSUBISHI UFJ TRUST AND BANKING CORPORATION

TOKYOCRD #296868SEC #801-113352As of 2026-04-30

AUM Over Time

Discretionary
Non-Discretionary

At a Glance

Total AUM$384.05B
Discretionary$384.05B100% of AUM
Client Accounts36,352
Avg Account Size$10.6M
Employees6,300
Peak AUM$459.54BJun 2021
AUM CAGR-1.7% /yrover 8 yrs · 44 filings

AUM by Client Type

Total AUM

$384.0B

Firm Change Matrix

MetricLatest1Y3Y CAGR5Y CAGRTrend
Firm Scale
Total AUM$384.0B3.1%3.8%+0.3%
Discretionary AUM$384.0B3.1%3.8%+0.3%
Total Accounts36k6.0%11.4%7.3%
Avg Account Size$11M+3.1%+8.6%+8.1%
Employees6k0.0%1.0%0.6%
AUM / Employee$61M3.1%2.8%+0.9%
Client AUM Segments
Wealth AUM$2.4B0.7%15.6%11.4%
Institutional AUM$276.2B3.5%2.6%+2.6%
Fund / Pooled AUM$86.9B+0.7%6.0%5.0%
Other AUM$7.0B+29.6%+10.6%+7.6%
Client Count Segments
HNW Clients34k6.5%12.2%7.0%
Institutional318+0.6%+5.0%+2.5%
Pooled / Fund2k0.3%0.8%0.7%

Key Metrics

Total AUM$384.05B
Discretionary$384.05B
Employees6300
Client Accounts36352
Client RangeMore than 500

Contact & Location

Address

1-4-5, MARUNOUCHI
TOKYO 100-8212
Japan

Phone

+81-3-5220-3065

Filing History

44 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

$384.0B

100.0% of AUM

Non-Discretionary

$0

0.0% of AUM

Disc. mix ▲ 0.0pp 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

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