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
Q2 		$1.7M Buy
38,841
+2,480
+7% +$97.1K ﹤0.01% 1868
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

Other funds holding UVSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Principal Financial Group increased its Univest Financial (UVSP) stake by 6.8% in Q2 2026, buying an estimated $97.1K and bringing the position to 38,841 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

Principal Financial Group first reported a position in UVSP in Q4 2016 and has held it in 11 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Principal Financial Group held 38,841 shares of Univest Financial worth $1.7M as of Q2 2026.
  • Principal Financial Group bought 2,480 Univest Financial shares in Q2 2026, an estimated $97.1K.
  • Univest Financial made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1868 holding.
  • Principal Financial Group first reported a position in Univest Financial in Q4 2016 and has held it in 11 quarters since.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

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