Principal Financial Group
AUB icon

Principal Financial Group’s Atlantic Union Bankshares AUB Stock Holding History

Principal Financial Group’s Portfolio AUB Stock Details AUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.5M Buy
981,567
+30,194
+3% +$1.15M 0.02% 593
2026
Q1 		$34M Buy
951,373
+272,119
+40% +$10.2M 0.02% 627
2025
Q4 		$24M Sell
679,254
-8,885
-1% -$305K 0.01% 779
2025
Q3 		$24.3M Sell
688,139
-18,280
-3% -$622K 0.01% 762
2025
Q2 		$22.1M Buy
706,419
+57,155
+9% +$1.65M 0.01% 792
2025
Q1 		$20.2M Buy
649,264
+213,884
+49% +$7.6M 0.01% 820
2024
Q4 		$16.5M Buy
435,380
+12,115
+3% +$480K 0.01% 983
2024
Q3 		$15.9M Sell
423,265
-19,503
-4% -$734K 0.01% 980
2024
Q2 		$14.5M Buy
442,768
+51,677
+13% +$1.68M 0.01% 1051
2024
Q1 		$13.8M Sell
391,091
-23,435
-6% -$805K 0.01% 1140
2023
Q4 		$15.1M Sell
414,526
-6,315
-2% -$199K 0.01% 1065
2023
Q3 		$12.1M Sell
420,841
-16,069
-4% -$478K 0.01% 1113
2023
Q2 		$11.3M Sell
436,910
-14,596
-3% -$412K 0.01% 1187
2023
Q1 		$15.8M Buy
+451,506
New +$16.7M 0.01% 1000
2022
Q4 		– Sell
-7,739
Closed -$235K – 2451
2022
Q3 		$235K Buy
+7,739
New +$261K ﹤0.01% 2159
2022
Q2 		– Sell
-6,014
Closed -$221K – 2514
2022
Q1 		$221K Sell
6,014
-530
-8% -$21.2K ﹤0.01% 2310
2021
Q4 		$244K Buy
6,544
+67
+1% +$2.44K ﹤0.01% 2305
2021
Q3 		$239K Sell
6,477
-2,620
-29% -$94.3K ﹤0.01% 2380
2021
Q2 		$329K Sell
9,097
-49,250
-84% -$1.93M ﹤0.01% 2329
2021
Q1 		$2.24M Buy
58,347
+11,807
+25% +$436K ﹤0.01% 1834
2020
Q4 		$1.53M Sell
46,540
-27,990
-38% -$804K ﹤0.01% 1853
2020
Q3 		$1.59M Buy
74,530
+25,617
+52% +$583K ﹤0.01% 1780
2020
Q2 		$1.13M Buy
+48,913
New +$1.1M ﹤0.01% 1812
2020
Q1 		– Sell
-28,125
Closed -$1.06M – 2201
2019
Q4 		$1.06M Sell
28,125
-379,983
-93% -$14.3M ﹤0.01% 1826
2019
Q3 		$15.2M Buy
408,108
+10,239
+3% +$374K 0.01% 964
2019
Q2 		$14.1M Sell
397,869
-460
-0.1% -$16K 0.01% 1033
2019
Q1 		$12.9M Sell
398,329
-17,911
-4% -$597K 0.01% 1079
2018
Q4 		$11.8M Sell
416,240
-137,868
-25% -$4.64M 0.01% 1077
2018
Q3 		$21.4M Sell
554,108
-37,414
-6% -$1.53M 0.02% 809
2018
Q2 		$23M Buy
591,522
+49,210
+9% +$1.94M 0.02% 734
2018
Q1 		$19.9M Buy
542,312
+40,015
+8% +$1.51M 0.02% 788
2017
Q4 		$18.2M Sell
502,297
-29,971
-6% -$1.07M 0.02% 892
2017
Q3 		$18.8M Buy
532,268
+35,711
+7% +$1.15M 0.02% 824
2017
Q2 		$16.8M Buy
496,557
+84,591
+21% +$2.89M 0.02% 882
2017
Q1 		$14.5M Buy
411,966
+61,460
+18% +$2.2M 0.02% 942
2016
Q4 		$12.5M Buy
350,506
+83,594
+31% +$2.63M 0.02% 1031
2016
Q3 		$7.15M Buy
266,912
+41,518
+18% +$1.11M 0.01% 1311
2016
Q2 		$5.57M Sell
225,394
-4,300
-2% -$112K 0.01% 1378
2016
Q1 		$5.66M Buy
229,694
+9,469
+4% +$219K 0.01% 1332
2015
Q4 		$5.56M Buy
+220,225
New +$5.67M 0.01% 1311
2014
Q4 		– Sell
-9,799
Closed -$226K – 2175
2014
Q3 		$226K Hold
9,799
– – ﹤0.01% 1992
2014
Q2 		$251K Sell
9,799
-394
-4% -$9.99K ﹤0.01% 2016
2014
Q1 		$259K Buy
+10,193
New +$253K ﹤0.01% 2042

Other funds holding AUB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VV
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Principal Financial Group's AUB Position: Q2 2026 in Review

Principal Financial Group increased its Atlantic Union Bankshares (AUB) stake by 3.2% in Q2 2026, buying an estimated $1.15M and bringing the position to 981,567 shares worth $41.5M. The position accounts for 0.02% of the portfolio, ranked #593.

Principal Financial Group first reported a position in AUB in Q1 2014 and has held it in 43 quarters since. 204 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Principal Financial Group held 981,567 shares of Atlantic Union Bankshares worth $41.5M as of Q2 2026.
  • Principal Financial Group bought 30,194 Atlantic Union Bankshares shares in Q2 2026, an estimated $1.15M.
  • Atlantic Union Bankshares made up 0.02% of Principal Financial Group's portfolio in Q2 2026, its #593 holding.
  • Principal Financial Group first reported a position in Atlantic Union Bankshares in Q1 2014 and has held it in 43 quarters since.
  • 204 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.