UBS Group’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $168M | Buy |
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|
2025
Q2 | $99M | Sell |
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|
2025
Q1 | $124M | Sell |
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|
2024
Q4 | $115M | Buy |
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|
2024
Q3 | $83.1M | Buy |
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|
2024
Q2 | $68.6M | Sell |
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|
2024
Q1 | $81.3M | Buy |
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|
2023
Q4 | $28.7M | Buy |
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|
2023
Q3 | $19.1M | Sell |
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|
2023
Q2 | $27.3M | Buy |
|
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|
2023
Q1 | $25M | Buy |
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|
2022
Q4 | $26.2M | Buy |
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|
2022
Q3 | $14.7M | Sell |
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|
2022
Q2 | $16M | Buy |
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|
2022
Q1 | $17.2M | Sell |
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|
2021
Q4 | $22.8M | Sell |
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|
2021
Q3 | $24M | Sell |
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|
2021
Q2 | $27.6M | Sell |
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|
2021
Q1 | $28.9M | Sell |
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|
2020
Q4 | $24.3M | Buy |
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|
2020
Q3 | $12.4M | Buy |
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|
2020
Q2 | $7.25M | Buy |
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|
2020
Q1 | $5.41M | Sell |
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|
2019
Q4 | $26.2M | Buy |
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|
2019
Q3 | $18.5M | Sell |
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|
2019
Q2 | $19.1M | Sell |
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|
2019
Q1 | $18.2M | Buy |
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|
2018
Q4 | $11.1M | Sell |
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|
2018
Q3 | $15.2M | Buy |
|
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|
2018
Q2 | $13.6M | Sell |
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|
2018
Q1 | $22.4M | Sell |
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|
2017
Q4 | $28M | Buy |
|
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|
2017
Q3 | $16.2M | Buy |
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|
2017
Q2 | $14.8M | Buy |
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|
2017
Q1 | $7.79M | Buy |
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|
2016
Q4 | $5.71M | Buy |
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|
2016
Q3 | $3.38M | Buy |
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|
2016
Q2 | $2.18M | Sell |
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|
2016
Q1 | $2.7M | Sell |
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|
2015
Q4 | $4.03M | Buy |
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|
2015
Q3 | $2.31M | Buy |
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|
2015
Q2 | $2.47M | Sell |
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|
2015
Q1 | $9.85M | Sell |
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|
2014
Q4 | $14.5M | Buy |
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