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UBP Investment Advisors’s Principal Financial Group PFG Stock Holding History

UBP Investment Advisors’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$490K Hold
6,829
– – 0.25% 55
2022
Q2 		$460K Buy
+6,829
New +$480K 0.18% 69
2021
Q1 		– Sell
-4,694
Closed -$233K – 113
2020
Q4 		$233K Buy
+4,694
New +$215K 0.12% 67
2020
Q3 		– Sell
-5,744
Closed -$239K – 66
2020
Q2 		$239K Buy
+5,744
New +$210K 0.19% 48
2020
Q1 		– Sell
-3,888
Closed -$214K – 56
2019
Q4 		$214K Buy
+3,888
New +$213K 0.17% 51

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBP Investment Advisors's PFG Position: Q3 2022 in Review

UBP Investment Advisors held its Principal Financial Group (PFG) position steady in Q3 2022 at 6,829 shares worth $490K. The position accounts for 0.25% of the portfolio, ranked #55.

UBP Investment Advisors first reported a position in PFG in Q4 2019 and has held it in 5 quarters since. 705 funds tracked by Wall St. Rank hold PFG as of Q3 2022.

  • UBP Investment Advisors held 6,829 shares of Principal Financial Group worth $490K as of Q3 2022.
  • UBP Investment Advisors left its Principal Financial Group share count unchanged in Q3 2022.
  • Principal Financial Group made up 0.25% of UBP Investment Advisors's portfolio in Q3 2022, its #55 holding.
  • UBP Investment Advisors first reported a position in Principal Financial Group in Q4 2019 and has held it in 5 quarters since.
  • 705 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.