Principal Financial Group
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Principal Financial Group’s United Bankshares UBSI Stock Holding History

Principal Financial Group’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.4M Sell
313,607
-24
-0% -$1.05K 0.01% 1204
2026
Q1 		$13M Buy
313,631
+10,188
+3% +$424K 0.01% 1179
2025
Q4 		$11.7M Sell
303,443
-15,081
-5% -$562K 0.01% 1218
2025
Q3 		$11.9M Sell
318,524
-6,591
-2% -$246K 0.01% 1190
2025
Q2 		$11.8M Sell
325,115
-5,108
-2% -$179K 0.01% 1162
2025
Q1 		$11.4M Buy
330,223
+20,600
+7% +$755K 0.01% 1182
2024
Q4 		$11.6M Sell
309,623
-3,258
-1% -$128K 0.01% 1215
2024
Q3 		$11.6M Sell
312,881
-139,181
-31% -$5.08M 0.01% 1182
2024
Q2 		$14.7M Sell
452,062
-58,506
-11% -$1.93M 0.01% 1049
2024
Q1 		$18.3M Sell
510,568
-28,584
-5% -$1.01M 0.01% 967
2023
Q4 		$20.2M Buy
539,152
+6,559
+1% +$208K 0.01% 864
2023
Q3 		$14.7M Buy
532,593
+6,983
+1% +$210K 0.01% 998
2023
Q2 		$15.6M Sell
525,610
-42,279
-7% -$1.33M 0.01% 1004
2023
Q1 		$20M Buy
567,889
+2,128
+0.4% +$83.5K 0.01% 852
2022
Q4 		$22.9M Buy
565,761
+42,470
+8% +$1.72M 0.02% 734
2022
Q3 		$18.7M Sell
523,291
-3,976
-0.8% -$148K 0.01% 811
2022
Q2 		$18.5M Buy
527,267
+66,233
+14% +$2.32M 0.01% 872
2022
Q1 		$16.1M Sell
461,034
-4,520
-1% -$164K 0.01% 1069
2021
Q4 		$16.9M Buy
465,554
+18,423
+4% +$678K 0.01% 1067
2021
Q3 		$16.3M Sell
447,131
-23,130
-5% -$809K 0.01% 1102
2021
Q2 		$17.2M Sell
470,261
-83,067
-15% -$3.26M 0.01% 1100
2021
Q1 		$21.3M Buy
553,328
+73,267
+15% +$2.69M 0.02% 862
2020
Q4 		$15.6M Buy
480,061
+104,316
+28% +$2.95M 0.01% 947
2020
Q3 		$8.07M Sell
375,745
-18,867
-5% -$491K 0.01% 1201
2020
Q2 		$10.9M Buy
394,612
+93,942
+31% +$2.52M 0.01% 1011
2020
Q1 		$6.94M Sell
300,670
-136,872
-31% -$4.3M 0.01% 1114
2019
Q4 		$16.9M Sell
437,542
-2,775
-0.6% -$107K 0.01% 931
2019
Q3 		$16.7M Sell
440,317
-1,897
-0.4% -$70.3K 0.01% 901
2019
Q2 		$16.4M Sell
442,214
-6,437
-1% -$242K 0.01% 921
2019
Q1 		$16.3M Sell
448,651
-3,930
-0.9% -$142K 0.02% 925
2018
Q4 		$14.1M Sell
452,581
-9,248
-2% -$312K 0.02% 940
2018
Q3 		$16.8M Sell
461,829
-603
-0.1% -$22.9K 0.01% 977
2018
Q2 		$16.8M Buy
462,432
+7,201
+2% +$258K 0.02% 935
2018
Q1 		$16M Buy
455,231
+9,203
+2% +$333K 0.02% 945
2017
Q4 		$15.5M Sell
446,028
-313
-0.1% -$11.3K 0.01% 990
2017
Q3 		$16.6M Buy
446,341
+1,755
+0.4% +$61.8K 0.02% 918
2017
Q2 		$17.4M Sell
444,586
-180,036
-29% -$7.15M 0.02% 856
2017
Q1 		$26.4M Buy
624,622
+23,025
+4% +$1.01M 0.03% 569
2016
Q4 		$27.8M Buy
601,597
+99,380
+20% +$4.22M 0.04% 536
2016
Q3 		$18.9M Buy
502,217
+36,712
+8% +$1.41M 0.02% 689
2016
Q2 		$17.5M Buy
465,505
+11,649
+3% +$439K 0.02% 708
2016
Q1 		$16.7M Buy
453,856
+17,523
+4% +$615K 0.02% 679
2015
Q4 		$16.1M Buy
436,333
+14,796
+4% +$585K 0.02% 666
2015
Q3 		$16M Buy
421,537
+19,510
+5% +$766K 0.03% 650
2015
Q2 		$16.2M Sell
402,027
-6,160
-2% -$235K 0.02% 685
2015
Q1 		$15.3M Buy
408,187
+12,488
+3% +$456K 0.02% 681
2014
Q4 		$14.8M Sell
395,699
-2,243
-0.6% -$77.1K 0.02% 694
2014
Q3 		$12.3M Buy
397,942
+2,066
+0.5% +$66.6K 0.02% 769
2014
Q2 		$12.8M Sell
395,876
-1,441
-0.4% -$43.9K 0.02% 769
2014
Q1 		$12.2M Buy
397,317
+115,414
+41% +$3.46M 0.02% 775
2013
Q4 		$8.87M Buy
281,903
+16,835
+6% +$515K 0.02% 966
2013
Q3 		$7.68M Buy
265,068
+7,862
+3% +$224K 0.02% 985
2013
Q2 		$6.8M Buy
+257,206
New +$6.63M 0.02% 998

Other funds holding UBSI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Principal Financial Group reduced its United Bankshares (UBSI) stake by 0.01% in Q2 2026, selling an estimated $1.05K and leaving 313,607 shares worth $14.4M. The position accounts for 0.01% of the portfolio, ranked #1204.

Principal Financial Group first reported a position in UBSI in Q2 2013 and has held it in 53 quarters since. The position peaked at $27.8M in Q4 2016. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Principal Financial Group held 313,607 shares of United Bankshares worth $14.4M as of Q2 2026.
  • Principal Financial Group sold 24 United Bankshares shares in Q2 2026, an estimated $1.05K.
  • United Bankshares made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1204 holding.
  • Principal Financial Group first reported a position in United Bankshares in Q2 2013 and has held it in 53 quarters since.
  • Principal Financial Group's United Bankshares position peaked at $27.8M in Q4 2016.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

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