Principal Financial Group
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Principal Financial Group’s Wheels Up UP Stock Holding History

Principal Financial Group’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-606
Closed -$22.9K – 2409
2024
Q2 		$22.9K Buy
+606
New +$29K ﹤0.01% 2333
2023
Q2 		– Sell
-86
Closed -$10.9K – 2489
2023
Q1 		$10.9K Buy
86
+31
+56% +$6.88K ﹤0.01% 2445
2022
Q4 		$11.4K Sell
55
-30
-35% -$7.74K ﹤0.01% 2415
2022
Q3 		$20K Buy
+85
New +$34.1K ﹤0.01% 2460

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