Principal Financial Group
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Principal Financial Group’s U-Haul Holding Co UHAL Stock Holding History

Principal Financial Group’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-29,490
Closed -$1.5M – 2541
2022
Q3 		$1.5M Buy
29,490
+17,850
+153% +$935K ﹤0.01% 1771
2022
Q2 		$556K Buy
11,640
+2,960
+34% +$153K ﹤0.01% 2033
2022
Q1 		$518K Buy
8,680
+2,670
+44% +$165K ﹤0.01% 2102
2021
Q4 		$436K Sell
6,010
-940
-14% -$67.7K ﹤0.01% 2158
2021
Q3 		$449K Sell
6,950
-3,860
-36% -$242K ﹤0.01% 2199
2021
Q2 		$638K Buy
10,810
+4,780
+79% +$280K ﹤0.01% 2152
2021
Q1 		$369K Buy
6,030
+800
+15% +$42.6K ﹤0.01% 2220
2020
Q4 		$237K Sell
5,230
-23,200
-82% -$924K ﹤0.01% 2280
2020
Q3 		$1.01M Sell
28,430
-1,310
-4% -$44.6K ﹤0.01% 1872
2020
Q2 		$899K Sell
29,740
-3,969,800
-99% -$116M ﹤0.01% 1853
2020
Q1 		$116M Sell
3,999,540
-84,620
-2% -$2.86M 0.13% 188
2019
Q4 		$153M Sell
4,084,160
-52,400
-1% -$1.99M 0.13% 204
2019
Q3 		$161M Buy
4,136,560
+90,900
+2% +$3.36M 0.14% 188
2019
Q2 		$153M Buy
4,045,660
+740
+0% +$28.2K 0.14% 185
2019
Q1 		$150M Sell
4,044,920
-19,570
-0.5% -$711K 0.14% 174
2018
Q4 		$133M Buy
4,064,490
+29,170
+0.7% +$986K 0.14% 176
2018
Q3 		$144M Buy
4,035,320
+725,680
+22% +$26.8M 0.13% 199
2018
Q2 		$118M Buy
3,309,640
+232,610
+8% +$8.09M 0.11% 222
2018
Q1 		$106M Buy
3,077,030
+363,480
+13% +$12.9M 0.1% 239
2017
Q4 		$103M Buy
2,713,550
+163,360
+6% +$6.11M 0.09% 259
2017
Q3 		$95.6M Buy
2,550,190
+202,750
+9% +$7.57M 0.09% 267
2017
Q2 		$85.9M Buy
2,347,440
+577,910
+33% +$21M 0.09% 287
2017
Q1 		$67.5M Buy
1,769,530
+1,762,390
+24,683% +$66.2M 0.08% 257
2016
Q4 		$264K Sell
7,140
-5,560
-44% -$191K ﹤0.01% 2041
2016
Q3 		$412K Sell
12,700
-1,460
-10% -$52.1K ﹤0.01% 1895
2016
Q2 		$530K Sell
14,160
-2,730
-16% -$98.7K ﹤0.01% 1846
2016
Q1 		$603K Sell
16,890
-1,270
-7% -$44.2K ﹤0.01% 1799
2015
Q4 		$707K Buy
+18,160
New +$734K ﹤0.01% 1814
2015
Q2 		– Sell
-21,800
Closed -$721K – 2213
2015
Q1 		$721K Buy
21,800
+14,650
+205% +$453K ﹤0.01% 1801
2014
Q4 		$203K Sell
7,150
-5,980
-46% -$162K ﹤0.01% 2037
2014
Q3 		$344K Buy
+13,130
New +$363K ﹤0.01% 1889
2014
Q2 		– Sell
-18,000
Closed -$418K – 2309
2014
Q1 		$418K Buy
+18,000
New +$416K ﹤0.01% 1904
2013
Q4 		– Sell
-197,740
Closed -$3.64M – 2307
2013
Q3 		$3.64M Buy
197,740
+183,330
+1,272% +$3.17M 0.01% 1459
2013
Q2 		$233K Buy
+14,410
New +$239K ﹤0.01% 2026

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group's UHAL Position: Q4 2022 in Review

Principal Financial Group sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 29,490 shares — an estimated $1.5M sold.

Principal Financial Group first reported a position in UHAL in Q2 2013 and held it in 34 quarters. The position peaked at $161M in Q3 2019. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Principal Financial Group reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Principal Financial Group sold 29,490 U-Haul Holding Co shares in Q4 2022, an estimated $1.5M.
  • Principal Financial Group first reported a position in U-Haul Holding Co in Q2 2013 and held it in 34 quarters.
  • Principal Financial Group's U-Haul Holding Co position peaked at $161M in Q3 2019.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Principal Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.