Principal Financial Group
UMBF icon

Principal Financial Group’s UMB Financial UMBF Stock Holding History

Principal Financial Group’s Portfolio UMBF Stock Details UMBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$99.2M Sell
694,836
-18,023
-3% -$2.32M 0.05% 301
2026
Q1 		$80.4M Sell
712,859
-14,160
-2% -$1.7M 0.04% 348
2025
Q4 		$83.6M Sell
727,019
-24,258
-3% -$2.75M 0.04% 324
2025
Q3 		$88.9M Sell
751,277
-25,605
-3% -$2.95M 0.04% 307
2025
Q2 		$81.7M Sell
776,882
-62,891
-7% -$6.27M 0.04% 335
2025
Q1 		$84.9M Buy
839,773
+34,583
+4% +$3.81M 0.05% 310
2024
Q4 		$90.9M Sell
805,190
-61,658
-7% -$7.13M 0.05% 311
2024
Q3 		$91.1M Buy
866,848
+694,751
+404% +$67.7M 0.05% 310
2024
Q2 		$14.4M Sell
172,097
-15,491
-8% -$1.27M 0.01% 1062
2024
Q1 		$16.3M Buy
187,588
+24,379
+15% +$1.98M 0.01% 1051
2023
Q4 		$13.6M Sell
163,209
-982
-0.6% -$69.1K 0.01% 1128
2023
Q3 		$10.2M Sell
164,191
-1,196
-0.7% -$77.7K 0.01% 1217
2023
Q2 		$10.1M Sell
165,387
-7,405
-4% -$442K 0.01% 1253
2023
Q1 		$9.97M Buy
172,792
+3,547
+2% +$288K 0.01% 1246
2022
Q4 		$14.1M Buy
169,245
+5
+0% +$420 0.01% 1043
2022
Q3 		$14.3M Buy
169,240
+1,772
+1% +$160K 0.01% 984
2022
Q2 		$14.4M Sell
167,468
-23,360
-12% -$2.12M 0.01% 1060
2022
Q1 		$18.5M Sell
190,828
-22,062
-10% -$2.25M 0.01% 964
2021
Q4 		$22.6M Buy
212,890
+11,008
+5% +$1.14M 0.01% 862
2021
Q3 		$19.5M Sell
201,882
-2,460
-1% -$224K 0.01% 969
2021
Q2 		$19M Buy
204,342
+53,776
+36% +$5.11M 0.01% 1016
2021
Q1 		$13.9M Buy
150,566
+25,112
+20% +$2.07M 0.01% 1199
2020
Q4 		$8.65M Sell
125,454
-215
-0.2% -$13.8K 0.01% 1319
2020
Q3 		$6.16M Sell
125,669
-5,869
-4% -$296K 0.01% 1358
2020
Q2 		$6.78M Sell
131,538
-1,016
-0.8% -$49.8K 0.01% 1283
2020
Q1 		$6.15M Sell
132,554
-50,870
-28% -$3.09M 0.01% 1173
2019
Q4 		$12.6M Sell
183,424
-3,264
-2% -$217K 0.01% 1118
2019
Q3 		$12.1M Sell
186,688
-4,376
-2% -$283K 0.01% 1109
2019
Q2 		$12.6M Sell
191,064
-3,019
-2% -$199K 0.01% 1096
2019
Q1 		$12.4M Sell
194,083
-3,035
-2% -$201K 0.01% 1109
2018
Q4 		$12M Sell
197,118
-3,597
-2% -$233K 0.01% 1057
2018
Q3 		$14.2M Buy
200,715
+4,727
+2% +$355K 0.01% 1089
2018
Q2 		$14.9M Buy
195,988
+4,660
+2% +$358K 0.01% 1028
2018
Q1 		$13.8M Buy
191,328
+5,855
+3% +$439K 0.01% 1047
2017
Q4 		$13.3M Sell
185,473
-712
-0.4% -$52.3K 0.01% 1086
2017
Q3 		$13.9M Sell
186,185
-1,213
-0.6% -$84.9K 0.01% 1034
2017
Q2 		$14M Buy
187,398
+9,882
+6% +$723K 0.01% 1005
2017
Q1 		$13.4M Buy
177,516
+2,112
+1% +$162K 0.02% 1017
2016
Q4 		$13.5M Sell
175,404
-146,347
-45% -$10.2M 0.02% 973
2016
Q3 		$19.1M Buy
321,751
+17,163
+6% +$983K 0.03% 683
2016
Q2 		$16.2M Buy
304,588
+10,345
+4% +$562K 0.02% 743
2016
Q1 		$15.2M Buy
294,243
+13,065
+5% +$628K 0.02% 742
2015
Q4 		$13.1M Buy
281,178
+12,072
+4% +$609K 0.02% 783
2015
Q3 		$13.7M Buy
269,106
+14,455
+6% +$763K 0.02% 736
2015
Q2 		$14.5M Buy
254,651
+13,228
+5% +$711K 0.02% 741
2015
Q1 		$12.8M Buy
241,423
+6,382
+3% +$331K 0.02% 800
2014
Q4 		$13.4M Buy
235,041
+575
+0.2% +$32.4K 0.02% 756
2014
Q3 		$12.8M Sell
234,466
-2,216
-0.9% -$128K 0.02% 744
2014
Q2 		$15M Sell
236,682
-923
-0.4% -$55K 0.03% 684
2014
Q1 		$15.4M Buy
237,605
+8,678
+4% +$542K 0.03% 651
2013
Q4 		$14.7M Buy
228,927
+17,755
+8% +$1.08M 0.03% 641
2013
Q3 		$11.5M Buy
211,172
+30,432
+17% +$1.77M 0.02% 737
2013
Q2 		$10.1M Buy
+180,740
New +$9.21M 0.02% 765

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Principal Financial Group reduced its UMB Financial (UMBF) stake by 2.5% in Q2 2026, selling an estimated $2.32M and leaving 694,836 shares worth $99.2M. The position accounts for 0.05% of the portfolio, ranked #301.

Principal Financial Group first reported a position in UMBF in Q2 2013 and has held it in 53 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Principal Financial Group held 694,836 shares of UMB Financial worth $99.2M as of Q2 2026.
  • Principal Financial Group sold 18,023 UMB Financial shares in Q2 2026, an estimated $2.32M.
  • UMB Financial made up 0.05% of Principal Financial Group's portfolio in Q2 2026, its #301 holding.
  • Principal Financial Group first reported a position in UMB Financial in Q2 2013 and has held it in 53 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

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