Principal Financial Group
UVSP icon

Principal Financial Group’s Univest Financial UVSP Stock Holding History

Principal Financial Group’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.25M Buy
+36,361
New +$1.23M ﹤0.01% 1894
2025
Q3 		– Sell
-20,176
Closed -$606K – 2344
2025
Q2 		$606K Buy
+20,176
New +$587K ﹤0.01% 1963
2021
Q2 		– Sell
-21,537
Closed -$616K – 2652
2021
Q1 		$616K Buy
21,537
+1,641
+8% +$41.6K ﹤0.01% 2102
2020
Q4 		$409K Sell
19,896
-3,626
-15% -$65K ﹤0.01% 2165
2020
Q3 		$338K Buy
23,522
+11,076
+89% +$172K ﹤0.01% 2108
2020
Q2 		$201K Buy
12,446
+993
+9% +$15.9K ﹤0.01% 2188
2020
Q1 		$187K Buy
11,453
+47
+0.4% +$1.07K ﹤0.01% 2072
2019
Q4 		$305K Buy
+11,406
New +$295K ﹤0.01% 2051
2017
Q2 		– Sell
-10,367
Closed -$269K – 2291
2017
Q1 		$269K Hold
10,367
– – ﹤0.01% 2035
2016
Q4 		$320K Buy
+10,367
New +$276K ﹤0.01% 1998

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