Position in XP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,276,570
+$1,325,086 QoQ
Shares Held
693,516
+32.7% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#63
of 317 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Mitsubishi UFJ Asset Management Co., Ltd. holds $2,338,588,495 across 31 Capital Markets names. XP ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
963,426 | $974,380,153 | |
| 2 | MS |
Morgan Stanley
|
2,884,044 | $602,880,557 | |
| 3 | SCHW |
Schwab Charles Corp
|
4,017,116 | $370,659,293 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,926,364 | $193,175,781 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,050,804 | $91,461,980 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
95,357 | $26,860,159 | |
| 7 | IREN |
IREN Ltd
|
450,436 | $20,598,438 | |
| 8 | TW |
Tradeweb Markets Inc.
|
147,144 | $14,664,371 |
All Filings in XP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,276,570 | 693,516 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $9,951,484 | 522,662 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $7,483,038 | 457,119 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $6,627,683 | 352,724 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $7,125,024 | 352,724 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $4,140,193 | 301,105 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,568,094 | 301,105 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $5,401,823 | 301,105 | Shares | Defined | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||