Principal Financial shares owned by Ubs Global Asset Management Americas
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Ubs Global Asset Management Americas
from 13F filings
Historical chart of Ubs Global Asset Management Americas investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Ubs Global Asset Management Americas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $149M | 1.8M | 82.91 |
| 2025-06-30 | $167M | 2.1M | 79.43 |
| 2025-03-31 | $153M | 1.8M | 84.37 |
| 2024-12-31 | $145M | 1.9M | 77.41 |
| 2024-09-30 | $143M | 1.7M | 85.90 |
| 2024-06-30 | $132M | 1.7M | 78.45 |
| 2024-03-31 | $103M | 1.2M | 86.31 |
| 2023-12-31 | $89M | 1.1M | 78.67 |
| 2023-09-30 | $84M | 1.2M | 72.07 |
| 2023-06-30 | $83M | 1.1M | 74.32 |
| 2023-03-31 | $83M | 1.1M | 74.32 |
| 2022-12-31 | $106M | 1.3M | 83.92 |
| 2022-09-30 | $78M | 1.1M | 72.15 |
| 2022-06-30 | $83M | 1.2M | 66.79 |
| 2022-03-31 | $87M | 1.2M | 73.41 |
| 2021-12-31 | $87M | 1.2M | 72.33 |
| 2021-09-30 | $76M | 1.2M | 64.40 |
| 2021-06-30 | $68M | 1.1M | 63.19 |
| 2021-03-31 | $67M | 1.1M | 59.96 |
| 2020-12-31 | $48M | 1.2M | 40.27 |
| 2020-09-30 | $48M | 1.2M | 40.27 |
| 2020-06-30 | $46M | 1.1M | 41.54 |
| 2020-03-31 | $43M | 1.4M | 31.34 |
| 2019-12-31 | $69M | 1.3M | 55.00 |
| 2019-09-30 | $70M | 1.2M | 57.14 |
| 2019-06-30 | $71M | 1.2M | 57.92 |
| 2019-03-31 | $62M | 1.2M | 50.19 |
| 2018-12-31 | $50M | 1.1M | 44.17 |
| 2018-09-30 | $63M | 1.1M | 58.59 |
| 2018-06-30 | $56M | 1.1M | 52.95 |
| 2018-03-31 | $70M | 1.1M | 60.91 |
| 2017-12-31 | $73M | 1.0M | 70.56 |
| 2017-09-30 | $60M | 931k | 64.34 |
| 2017-06-30 | $57M | 888k | 64.07 |
| 2017-03-31 | $55M | 870k | 63.11 |
| 2016-12-31 | $46M | 791k | 57.86 |
| 2016-09-30 | $41M | 795k | 51.51 |
| 2016-06-30 | $31M | 745k | 41.12 |
| 2016-03-31 | $29M | 734k | 39.44 |
| 2015-12-31 | $40M | 893k | 44.99 |
| 2015-09-30 | $42M | 888k | 47.34 |
| 2015-06-30 | $50M | 974k | 51.29 |
| 2015-03-31 | $50M | 981k | 51.37 |
| 2014-12-31 | $63M | 1.2M | 51.94 |
| 2014-09-30 | $58M | 1.1M | 52.47 |
| 2014-06-30 | $57M | 1.1M | 50.48 |
| 2014-03-31 | $47M | 1.0M | 45.99 |
| 2013-12-31 | $136M | 2.8M | 49.31 |
| 2013-09-30 | $133M | 3.1M | 42.82 |
| 2013-06-30 | $119M | 3.2M | 37.45 |
More positions owned by Ubs Global Asset Management Americas
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