Principal Financial shares owned by UBS Group
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by UBS Group
from 13F filings
Historical chart of UBS Group investment in Principal Financial
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Quarterly reported holdings in Principal Financial by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $29M | 365k | 78.67 |
| 2023-09-30 | $19M | 265k | 72.07 |
| 2023-06-30 | $27M | 361k | 75.84 |
| 2023-03-31 | $25M | 337k | 74.32 |
| 2022-12-31 | $26M | 312k | 83.92 |
| 2022-09-30 | $29M | 204k | 142.86 |
| 2022-06-30 | $16M | 240k | 66.79 |
| 2022-03-31 | $18M | 234k | 75.00 |
| 2021-12-31 | $23M | 316k | 72.00 |
| 2021-09-30 | $24M | 372k | 65.00 |
| 2021-06-30 | $28M | 437k | 63.08 |
| 2021-03-31 | $29M | 483k | 59.96 |
| 2020-12-31 | $24M | 490k | 49.59 |
| 2020-09-30 | $12M | 307k | 40.28 |
| 2020-06-30 | $7.2M | 174k | 41.55 |
| 2020-03-31 | $5.4M | 173k | 31.34 |
| 2019-12-31 | $26M | 477k | 54.99 |
| 2019-09-30 | $19M | 324k | 57.14 |
| 2019-06-30 | $19M | 331k | 57.93 |
| 2019-03-31 | $18M | 363k | 50.18 |
| 2018-12-31 | $11M | 252k | 44.16 |
| 2018-09-30 | $15M | 260k | 58.59 |
| 2018-06-30 | $14M | 256k | 52.95 |
| 2018-03-31 | $22M | 368k | 60.90 |
| 2017-12-31 | $28M | 397k | 70.59 |
| 2017-09-30 | $16M | 252k | 64.34 |
| 2017-06-30 | $15M | 231k | 64.07 |
| 2017-03-31 | $7.8M | 123k | 63.11 |
| 2016-12-31 | $5.7M | 99k | 57.87 |
| 2016-09-30 | $3.4M | 66k | 51.52 |
| 2016-06-30 | $2.2M | 53k | 41.11 |
| 2016-03-31 | $2.7M | 69k | 39.32 |
| 2015-12-31 | $4.0M | 90k | 44.98 |
| 2015-09-30 | $2.3M | 49k | 47.34 |
| 2015-03-31 | $12M | 239k | 51.35 |