Principal Financial Group
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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
2025
Q2 		$606K Buy
2021
Q2 		– Sell
2021
Q1 		$616K Buy
2020
Q4 		$409K Sell
2020
Q3 		$338K Buy
2020
Q2 		$201K Buy
2020
Q1 		$187K Buy
2019
Q4 		$305K Buy
2017
Q2 		– Sell
2017
Q1 		$269K Hold
2016
Q4 		$320K Buy