Principal Financial Group
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Principal Financial Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Principal Financial Group’s Portfolio MUFG Stock Details MUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-10,482
Closed -$70K – 2294
2018
Q1 		$70K Hold
10,482
– – ﹤0.01% 2169
2017
Q4 		$76K Buy
+10,482
New +$71.5K ﹤0.01% 2203
2017
Q3 		– Sell
-11,609
Closed -$78K – 2227
2017
Q2 		$78K Buy
+11,609
New +$73.9K ﹤0.01% 2208

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Bank of America
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $275M AUM 28.95% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Principal Financial Group's MUFG Position: Q2 2018 in Review

Principal Financial Group sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2018, closing a stake of 10,482 shares — an estimated $70K sold.

Principal Financial Group first reported a position in MUFG in Q2 2017 and held it in 3 quarters. The position peaked at $78K in Q2 2017. 207 funds tracked by Wall St. Rank hold MUFG as of Q2 2018.

  • Principal Financial Group reported no remaining Mitsubishi UFJ Financial position as of Q2 2018 after selling out during the quarter.
  • Principal Financial Group sold 10,482 Mitsubishi UFJ Financial shares in Q2 2018, an estimated $70K.
  • Principal Financial Group first reported a position in Mitsubishi UFJ Financial in Q2 2017 and held it in 3 quarters.
  • Principal Financial Group's Mitsubishi UFJ Financial position peaked at $78K in Q2 2017.
  • 207 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2018.

Based on Principal Financial Group's 13F filing for Q2 2018, filed 13 Aug 2018.