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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

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Ubs Global Asset Management Americas consolidated in one spreadsheet with up to 7 years of data

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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
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