Principal Financial Group
UP icon

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

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return
WOC
West Oak Capital Westlake Village, California $252M AUM 17.57% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $96.2M AUM 942.37% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group's UP Position: Q3 2024 in Review

Principal Financial Group sold out of Wheels Up (UP) in Q3 2024, closing a stake of 606 shares — an estimated $22.9K sold.

Principal Financial Group first reported a position in UP in Q3 2022 and held it in 4 quarters. The position peaked at $22.9K in Q2 2024. 109 funds tracked by Wall St. Rank hold UP as of Q3 2024.

  • Principal Financial Group reported no remaining Wheels Up position as of Q3 2024 after selling out during the quarter.
  • Principal Financial Group sold 606 Wheels Up shares in Q3 2024, an estimated $22.9K.
  • Principal Financial Group first reported a position in Wheels Up in Q3 2022 and held it in 4 quarters.
  • Principal Financial Group's Wheels Up position peaked at $22.9K in Q2 2024.
  • 109 funds tracked by Wall St. Rank held Wheels Up as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.