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Principal Financial shares owned by UBP Investment Advisors SA

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by UBP Investment Advisors SA from 13F filings

Historical chart of UBP Investment Advisors SA investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by UBP Investment Advisors SA consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by UBP Investment Advisors SA

Quarter filed Position value Share count Share price at filing
2022-09-30 $490k 6.8k 71.75
2022-06-30 $460k 6.8k 67.36
2020-12-31 $233k 4.7k 49.64
2020-06-30 $239k 5.7k 41.61
2019-12-31 $214k 3.9k 55.04

More positions owned by UBP Investment Advisors SA

Spdr Ser Tr Bloomberg Invt (FLRN)
Spdr Ser Tr Portfolio Agrgte (SPIP)
Ishares Tr Msci Emg Mkt Etf (EEM)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
Indexiq Etf Tr Hedge Mlti Etf (QAI)
Ishares U S Etf Tr Blackrock St Mat (NEAR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Metropcs Communications (TMUS)
Ishares Jp Morgan Em Etf (LEMB)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares U S Etf Tr Bloomberg Roll (CMDY)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Msci World Etf (URTH)

View all positions for UBP Investment Advisors SA

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
State Street Corporation
Geode Capital Management
Victory Capital Management
Dimensional Fund Advisors
Northern Trust
Invesco
Morgan Stanley
Goldman Sachs Group
UBS Group
Ubs Global Asset Management Americas
Royal Bank of Canada
Legal & General Group

View all funds holding Principal Financial