Mitsubishi Ufj Trust And Banking Corporation (Tokyo)

Mitsubishi Ufj Trust And Banking Corporation is a large advisory firm based in Tokyo. It manages $395.57 billion of regulatory assets for 42,024 client accounts. It has been registered with the SEC as an adviser since 2018.

Mitsubishi Ufj Trust And Banking Corporation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for approximately 37,000 clients. On top of advisory services, the firm also engages as public and private investment trusts.

Mitsubishi Ufj Trust And Banking Corporation: assets under management

The assets under management (AUM) of Mitsubishi Ufj Trust And Banking Corporation is $395.57 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% since the beginning of its operation, and $395.57 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $395.57 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.41 million each.

Investments

The firm invests in exchange traded securities the most. They account for 58% of the total AUM. The second-largest asset type is sovereign bonds, which make up 23% of the firm’s portfolio. Investments in government bonds form 6% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mitsubishi Ufj Trust And Banking Corporation for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Tatsuo Wakabayashi serves?

The firm provides services to individuals, insurance companies, investment companies, pooled investment vehicles, banking or thrift institutions, corporations or other businesses, pension and profit sharing plans, and sovereign wealth funds and foreign official institutions. The largest group of clients of Tatsuo Wakabayashi is sovereign wealth funds and foreign official institutions with 12 clients and $173.59 billion of assets under management. Among the 11 most similar advisory firms, Mitsubishi Ufj Trust And Banking Corporation has the highest percentage of sovereign wealth funds and foreign official institutions out of all clients.

The amount of regulatory assets under management is $391.11 billion for 39,984 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.

Mitsubishi Ufj Trust And Banking Corporation doesn't advise any private funds.

Careers at Mitsubishi Ufj Trust And Banking Corporation

The company employs 6,500 people that are either part- or full-time employees. 4 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Tatsuo Wakabayashi has been acting as President since 1 Apr 2016. Tetsuo Kitagawa joined the executive team most recently as the Outside Audit And Supervisory Committee Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Mitsubishi Ufj Financial Group	Stockholder	1 Oct 2005	75% - 100%	foreign
Yoshihisa Nomi	Outside audit and supervisory committee member	1 Jun 2014	Other	6944492
Tadashi Kuroda	Director	1 Jun 2014	Other	6944506
Akira Suzuki	Managing executive officer	1 Jun 2014	Other	6944511
Kazuyoshi Komiya	Managing executive officer	1 Jun 2015	Other	6944512
Taiichi Ono	Managing executive officer	1 Jun 2015	Other	6944513
Tatsuo Wakabayashi	Chairman	1 Apr 2016	Other	6944496
Mikio Ikegaya	President and ceo	1 Apr 2016	Other	6944497
Yoshinobu Shimizu	Chairman of the audit and supervisory committee	1 Jun 2016	Other	6944488
Eiji Katayama	Outside audit and supervisory committee member	1 Jun 2016	Other	6944489
Shuya Nomura	Outside audit and supervisory committee member	1 Jun 2016	Other	6944491
Shigeru Takagi	Outside audit and supervisory committee member	1 Jun 2016	Other	6944493
Toshiya Narazaki	Full-time audit and supervisory committee member	1 Jun 2016	Other	6944494
Hiroshi Naruse	Director, deputy president, and executive officer	1 Jun 2016	Other	6944498
Satoshi Takizawa	Director and senior managing executive officer	1 Jun 2016	Other	6944500
Iwao Nagashima	Director and senior managing executive officer	1 Jun 2016	Other	6944501
Tetsuya Yonehana	Director and managing executive officer	1 Jun 2016	Other	6944504
Seiichiro Asano	Senior managing executive officer	1 Jun 2016	Other	6944507
Junichi Narikawa	Senior managing executive officer	1 Jun 2016	Other	6944508
Hiroshi Nakanishi	Managing executive officer	1 Jun 2016	Other	6944510
Takeshi Kuroda	Managing executive officer	1 Jun 2016	Other	6944515
Norihiro Adachi	Managing executive officer	1 Jun 2016	Other	6944516
Yoshiteru Tsuji	Full-time audit and supervisory committee member	1 Jun 2017	Other	6944495
Kenichi Miyanaga	Director, deputy president, and executive officer	1 Jun 2017	Other	6944499
Toshihiko Mori	Director and senior managing executive officer	1 Jun 2017	Other	6945155
Sunao Yokokawa	Director and managing executive officer	1 Jun 2017	Other	6944503
Eiji Ihori	Senior managing executive officer	1 Jun 2017	Other	6944509
Yasushi Ishikawa	Managing executive officer	1 Jun 2017	Other	6944518
Shuji Umabayashi	Managing executive officer	1 Jun 2017	Other	6944519
Sei Nakagawa	Managing executive officer	1 Jun 2017	Other	6944520
Takayuki Yasuda	Managing executive officer	1 Jun 2017	Other	6944521
Takenobu Inaba	Managing executive officer	1 Jun 2017	Other	6944522
Yukio Yahagi	Full-time audit and supervisory committee member	1 Apr 2018	Other	6945103
Hisashi Kanamori	Director and managing executive officer	1 Apr 2018	Other	6944505
Tai Nishida	Managing executive officer	1 Apr 2018	Other	6944523
Masaki Tanaka	Managing executive officer	1 Apr 2018	Other	6944524
Shoji Shimamura	Us asset management chief compliance officer	1 May 2018	Other	6961156
Yoko Kobayashi	Outside audit and supervisory committee member	1 Jun 2018	Other	7098171
Iwao Nagashima	Director, deputy president, and exective officer	1 Apr 2019	Other	6944501
Sunao Yokokawa	Director and senior managing executive officer	1 Apr 2019	Other	6944503
Tetsuya Yonehana	Director and senior managing executive officer	1 Apr 2019	Other	6944504
Hisashi Kanamori	Director and managing executive officer	1 Apr 2019	Other	6944505
Norihiro Adachi	Director and managing exective officer	1 Apr 2019	Other	6944516
Takayuki Asano	Us asset management chief compliance officer	1 Apr 2019	Other	4491421
Masahiro Saruta	Managing exective officer	1 Apr 2019	Other	7098170
Masatsune Okada	Corporate compliance officer	1 Apr 2019	Other	7098167
Toshiya Kaneko	Director and managing exective officer	1 Apr 2019	Other	7098168
Toshikazu Mukohara	Director and managing exective officer	1 Apr 2019	Other	7098169
Tetsuo Kitagawa	Outside audit and supervisory committee member	1 Jun 2019	Other	1031680

Based in Tokyo

The principal office where Mitsubishi Ufj Trust And Banking Corporation performs its advisory services is located at 1 4 5, Marunouchi, Tokyo, 100 8212, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +81-3-6214-6467. The normal business hours are 8:50 am to 5:10 pm on Monday - Friday.