Back to UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

PFGPFG
Showing 8 of 30 quarters

Position history for UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCUBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's holdings in PRINCIPAL FINANCIAL GROUP IN

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds 2M shares of PFG (PRINCIPAL FINANCIAL GROUP IN), worth $177.7M as of 2026-Q1. The position was decreased (-0.3% shares). PFG represents 0.0% of UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's portfolio.

Current Value

$177.7M

Current Shares

2M

Total Value Change

+$45.9M

Total Shares Change

+292,232

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
2M
-0.3%
$177.7M0.0%$93.67
0
2025-Q4
Increased
2M
+9.9%
$174.4M0.0%$88.90
33
2025-Q3
Decreased
1.8M
-14.3%
$149.2M0.0%$81.70
0
2025-Q2
Increased
2.1M
+16.1%
$166.7M0.0%$77.68
35
2025-Q1
Decreased
1.8M
-3.7%
$152.6M0.0%$80.69
0
2024-Q4
Increased
1.9M
+12.6%
$145.3M0.0%$74.34
34
2024-Q3
Decreased
1.7M
-0.7%
$143.2M0.0%$82.18
0
2024-Q2
Increased
1.7M
+40.4%
$131.7M0.0%$74.22
40

Other major holders of PFG: VANGUARD GROUP INC

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