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Position history for UBS Group AGUBS Group AG's holdings in PRINCIPAL FINANCIAL GROUP IN

UBS Group AG holds 1.3M shares of PFG (PRINCIPAL FINANCIAL GROUP IN), worth $139.7M as of 2026-Q2. The position was increased (+11.1% shares). PFG represents 0.0% of UBS Group AG's portfolio.

Current Value

$139.7M

Current Shares

1.3M

Total Value Change

+$56.6M

Total Shares Change

+329,238

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+11.1%
$139.7M0.0%$106.97
34
2026-Q1
Increased
1.2M
+21.6%
$105.1M0.0%$88.72
36
2025-Q4
Decreased
959,342
-52.6%
$84.6M0.0%$86.08
0
2025-Q3
Increased
2M
+62.3%
$167.8M0.0%$80.15
44
2025-Q2
Decreased
1.2M
-15.3%
$99M0.0%$76.04
0
2025-Q1
Decreased
1.5M
-1.1%
$124.2M0.0%$79.98
0
2024-Q4
Increased
1.5M
+54.0%
$115.3M0.0%$72.72
42
2024-Q3
Increased
966,835
+10.6%
$83.1M0.0%$80.01
33

Other major holders of PFG: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC

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