Principal Financial Group
UVV icon

Principal Financial Group’s Universal Corp UVV Stock Holding History

Principal Financial Group’s Portfolio UVV Stock Details UVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.28M Sell
120,455
-654
-0.5% -$34.8K ﹤0.01% 1592
2026
Q1 		$6.38M Buy
121,109
+2,369
+2% +$127K ﹤0.01% 1539
2025
Q4 		$6.26M Sell
118,740
-1,356
-1% -$72K ﹤0.01% 1529
2025
Q3 		$6.71M Sell
120,096
-2,417
-2% -$134K ﹤0.01% 1479
2025
Q2 		$7.14M Sell
122,513
-406
-0.3% -$23.4K ﹤0.01% 1421
2025
Q1 		$6.89M Buy
122,919
+3,219
+3% +$172K ﹤0.01% 1437
2024
Q4 		$6.56M Buy
119,700
+3,338
+3% +$179K ﹤0.01% 1494
2024
Q3 		$6.18M Sell
116,362
-10,819
-9% -$559K ﹤0.01% 1486
2024
Q2 		$6.13M Sell
127,181
-5,587
-4% -$279K ﹤0.01% 1488
2024
Q1 		$6.87M Buy
132,768
+4,826
+4% +$263K ﹤0.01% 1471
2023
Q4 		$8.61M Sell
127,942
-4,723
-4% -$253K 0.01% 1363
2023
Q3 		$6.26M Sell
132,665
-6,773
-5% -$327K ﹤0.01% 1445
2023
Q2 		$6.96M Sell
139,438
-8,769
-6% -$461K ﹤0.01% 1415
2023
Q1 		$7.84M Sell
148,207
-1,802
-1% -$94.6K 0.01% 1366
2022
Q4 		$7.92M Sell
150,009
-5,943
-4% -$309K 0.01% 1364
2022
Q3 		$7.18M Sell
155,952
-7,729
-5% -$405K 0.01% 1348
2022
Q2 		$9.9M Sell
163,681
-9,452
-5% -$564K 0.01% 1262
2022
Q1 		$10.1M Sell
173,133
-6,562
-4% -$361K 0.01% 1368
2021
Q4 		$9.87M Buy
179,695
+12,004
+7% +$598K 0.01% 1410
2021
Q3 		$8.11M Sell
167,691
-1,951
-1% -$99K 0.01% 1505
2021
Q2 		$9.66M Buy
169,642
+1,146
+0.7% +$66.1K 0.01% 1452
2021
Q1 		$9.94M Sell
168,496
-147
-0.1% -$7.72K 0.01% 1388
2020
Q4 		$8.2M Sell
168,643
-7,212
-4% -$325K 0.01% 1349
2020
Q3 		$7.37M Sell
175,855
-6,620
-4% -$283K 0.01% 1250
2020
Q2 		$7.76M Sell
182,475
-5,713
-3% -$251K 0.01% 1206
2020
Q1 		$8.32M Sell
188,188
-7,781
-4% -$388K 0.01% 1017
2019
Q4 		$11.2M Sell
195,969
-986
-0.5% -$53.2K 0.01% 1184
2019
Q3 		$10.8M Sell
196,955
-3,462
-2% -$194K 0.01% 1166
2019
Q2 		$12.2M Sell
200,417
-230
-0.1% -$12.9K 0.01% 1107
2019
Q1 		$11.6M Sell
200,647
-2,066
-1% -$119K 0.01% 1142
2018
Q4 		$11M Sell
202,713
-2,231
-1% -$144K 0.01% 1115
2018
Q3 		$13.3M Buy
204,944
+10,958
+6% +$698K 0.01% 1146
2018
Q2 		$12.8M Buy
193,986
+2,014
+1% +$112K 0.01% 1143
2018
Q1 		$9.31M Buy
191,972
+3,273
+2% +$162K 0.01% 1287
2017
Q4 		$9.91M Sell
188,699
-3,059
-2% -$170K 0.01% 1273
2017
Q3 		$11M Sell
191,758
-5,937
-3% -$355K 0.01% 1179
2017
Q2 		$12.8M Buy
197,695
+882
+0.4% +$61.2K 0.01% 1071
2017
Q1 		$13.9M Buy
196,813
+24,262
+14% +$1.69M 0.02% 984
2016
Q4 		$11M Buy
172,551
+2,611
+2% +$149K 0.01% 1107
2016
Q3 		$9.89M Buy
169,940
+4,803
+3% +$283K 0.01% 1128
2016
Q2 		$9.54M Buy
165,137
+3,166
+2% +$174K 0.01% 1080
2016
Q1 		$9.2M Buy
161,971
+6,891
+4% +$374K 0.01% 1044
2015
Q4 		$8.7M Buy
155,080
+7,155
+5% +$391K 0.01% 1048
2015
Q3 		$7.33M Buy
147,925
+6,071
+4% +$319K 0.01% 1128
2015
Q2 		$8.13M Buy
141,854
+1,702
+1% +$86.1K 0.01% 1144
2015
Q1 		$6.61M Sell
140,152
-275
-0.2% -$12.2K 0.01% 1242
2014
Q4 		$6.18M Buy
140,427
+76,942
+121% +$3.24M 0.01% 1276
2014
Q3 		$2.82M Buy
63,485
+3,292
+5% +$170K ﹤0.01% 1566
2014
Q2 		$3.33M Sell
60,193
-1,103
-2% -$60.1K 0.01% 1571
2014
Q1 		$3.43M Buy
61,296
+2,726
+5% +$149K 0.01% 1535
2013
Q4 		$3.2M Sell
58,570
-28,075
-32% -$1.46M 0.01% 1558
2013
Q3 		$4.41M Sell
86,645
-51,040
-37% -$2.82M 0.01% 1343
2013
Q2 		$7.96M Buy
+137,685
New +$8M 0.02% 895

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Principal Financial Group reduced its Universal Corp (UVV) stake by 0.54% in Q2 2026, selling an estimated $34.8K and leaving 120,455 shares worth $6.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Principal Financial Group first reported a position in UVV in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.9M in Q1 2017. 92 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Principal Financial Group held 120,455 shares of Universal Corp worth $6.28M as of Q2 2026.
  • Principal Financial Group sold 654 Universal Corp shares in Q2 2026, an estimated $34.8K.
  • Universal Corp made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1592 holding.
  • Principal Financial Group first reported a position in Universal Corp in Q2 2013 and has held it in 53 quarters since.
  • Principal Financial Group's Universal Corp position peaked at $13.9M in Q1 2017.
  • 92 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

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