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Mitsubishi UFJ Asset Management (UK)’s LPL Financial LPLA Stock Holding History

Mitsubishi UFJ Asset Management (UK)’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,000
Closed -$333K – 97
2025
Q3 		$333K Buy
+1,000
New +$362K 0.16% 87

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Capital World Investors
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Boston Partners
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Kayne Anderson Rudnick Investment Management
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Lone Pine Capital
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management (UK)'s LPLA Position: Q4 2025 in Review

Mitsubishi UFJ Asset Management (UK) sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 1,000 shares — an estimated $333K sold.

Mitsubishi UFJ Asset Management (UK) first reported a position in LPLA in Q3 2025 and held it in 1 quarter. The position peaked at $333K in Q3 2025. 828 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • Mitsubishi UFJ Asset Management (UK) reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • Mitsubishi UFJ Asset Management (UK) sold 1,000 LPL Financial shares in Q4 2025, an estimated $333K.
  • Mitsubishi UFJ Asset Management (UK) first reported a position in LPL Financial in Q3 2025 and held it in 1 quarter.
  • Mitsubishi UFJ Asset Management (UK)'s LPL Financial position peaked at $333K in Q3 2025.
  • 828 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Mitsubishi UFJ Asset Management (UK)'s 13F filing for Q4 2025, filed 6 Feb 2026.