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Principal Securities’s Mitsubishi UFJ Financial MUFG Stock Holding History

Principal Securities’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
2026
Q2 		$731K Sell
36,756
-7,437
-17% -$140K 0.01% 902
2026
Q1 		$750K Buy
44,193
+2,858
+7% +$50.9K 0.01% 819
2025
Q4 		$656K Buy
41,335
+18,138
+78% +$280K 0.01% 832
2025
Q3 		$370K Buy
23,197
+8,877
+62% +$131K 0.01% 1030
2025
Q2 		$196K Buy
14,320
+3,668
+34% +$47.4K ﹤0.01% 1245
2025
Q1 		$125K Hold
10,652
– – ﹤0.01% 1337
2024
Q4 		$125K Buy
10,652
+3,816
+56% +$42.9K ﹤0.01% 1337
2024
Q3 		$69.6K Buy
6,836
+770
+13% +$8.13K ﹤0.01% 1553
2024
Q2 		$65.5K Buy
6,066
+687
+13% +$6.97K ﹤0.01% 1488
2024
Q1 		$55K Buy
5,379
+1,632
+44% +$15.8K ﹤0.01% 1529
2023
Q4 		$32.3K Buy
+3,747
New +$31.6K ﹤0.01% 1680

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Principal Securities's MUFG Position: Q2 2026 in Review

Principal Securities reduced its Mitsubishi UFJ Financial (MUFG) stake by 17% in Q2 2026, selling an estimated $140K and leaving 36,756 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #902.

Principal Securities first reported a position in MUFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $750K in Q1 2026. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Principal Securities held 36,756 shares of Mitsubishi UFJ Financial worth $731K as of Q2 2026.
  • Principal Securities sold 7,437 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $140K.
  • Mitsubishi UFJ Financial made up 0.01% of Principal Securities's portfolio in Q2 2026, its #902 holding.
  • Principal Securities first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Mitsubishi UFJ Financial position peaked at $750K in Q1 2026.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.