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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $105M | Buy |
1,166,730
+207,388
| +22% | +$19M | 0.02% | 1016 |
|
|
2025
Q4 | $84.6M | Sell |
959,342
-1,064,538
| -53% | -$89.8M | 0.02% | 1148 |
|
|
2025
Q3 | $168M | Buy |
2,023,880
+776,997
| +62% | +$62.1M | 0.03% | 682 |
|
|
2025
Q2 | $99M | Sell |
1,246,883
-225,347
| -15% | -$17.3M | 0.02% | 971 |
|
|
2025
Q1 | $124M | Sell |
1,472,230
-17,143
| -1% | -$1.43M | 0.03% | 784 |
|
|
2024
Q4 | $115M | Buy |
1,489,373
+522,538
| +54% | +$44M | 0.03% | 829 |
|
|
2024
Q3 | $83.1M | Buy |
966,835
+92,330
| +11% | +$7.46M | 0.02% | 828 |
|
|
2024
Q2 | $68.6M | Sell |
874,505
-67,441
| -7% | -$5.48M | 0.02% | 844 |
|
|
2024
Q1 | $81.3M | Buy |
941,946
+577,294
| +158% | +$46.3M | 0.03% | 756 |
|
|
2023
Q4 | $28.7M | Buy |
364,652
+99,671
| +38% | +$7.22M | 0.01% | 1337 |
|
|
2023
Q3 | $19.1M | Sell |
264,981
-95,602
| -27% | -$7.42M | 0.01% | 1515 |
|
|
2023
Q2 | $27.3M | Buy |
360,583
+23,991
| +7% | +$1.73M | 0.01% | 1203 |
|
|
2023
Q1 | $25M | Buy |
336,592
+24,655
| +8% | +$2.09M | 0.01% | 1219 |
|
|
2022
Q4 | $26.2M | Buy |
311,937
+108,332
| +53% | +$9.29M | 0.01% | 1226 |
|
|
2022
Q3 | $14.7M | Sell |
203,605
-35,367
| -15% | -$2.54M | 0.01% | 1484 |
|
|
2022
Q2 | $16M | Buy |
238,972
+5,255
| +2% | +$370K | 0.01% | 1478 |
|
|
2022
Q1 | $17.2M | Sell |
233,717
-81,568
| -26% | -$5.9M | 0.01% | 1546 |
|
|
2021
Q4 | $22.8M | Sell |
315,285
-56,704
| -15% | -$3.96M | 0.01% | 1484 |
|
|
2021
Q3 | $24M | Sell |
371,989
-64,117
| -15% | -$4.12M | 0.01% | 1358 |
|
|
2021
Q2 | $27.6M | Sell |
436,106
-45,582
| -9% | -$2.91M | 0.01% | 1240 |
|
|
2021
Q1 | $28.9M | Sell |
481,688
-7,804
| -2% | -$435K | 0.01% | 1183 |
|
|
2020
Q4 | $24.3M | Buy |
489,492
+182,479
| +59% | +$8.36M | 0.01% | 1221 |
|
|
2020
Q3 | $12.4M | Buy |
307,013
+132,568
| +76% | +$5.65M | 0.01% | 1510 |
|
|
2020
Q2 | $7.25M | Buy |
174,445
+1,897
| +1% | +$69.2K | ﹤0.01% | 1765 |
|
|
2020
Q1 | $5.41M | Sell |
172,548
-303,954
| -64% | -$14.4M | ﹤0.01% | 1859 |
|
|
2019
Q4 | $26.2M | Buy |
476,502
+152,999
| +47% | +$8.37M | 0.01% | 1178 |
|
|
2019
Q3 | $18.5M | Sell |
323,503
-6,999
| -2% | -$394K | 0.01% | 1304 |
|
|
2019
Q2 | $19.1M | Sell |
330,502
-32,078
| -9% | -$1.77M | 0.01% | 1246 |
|
|
2019
Q1 | $18.2M | Buy |
362,580
+110,801
| +44% | +$5.49M | 0.01% | 1202 |
|
|
2018
Q4 | $11.1M | Sell |
251,779
-8,388
| -3% | -$413K | 0.01% | 1489 |
|
|
2018
Q3 | $15.2M | Buy |
260,167
+3,845
| +2% | +$214K | 0.01% | 1412 |
|
|
2018
Q2 | $13.6M | Sell |
256,322
-111,903
| -30% | -$6.5M | 0.01% | 1468 |
|
|
2018
Q1 | $22.4M | Sell |
368,225
-28,899
| -7% | -$1.9M | 0.01% | 1076 |
|
|
2017
Q4 | $28M | Buy |
397,124
+145,129
| +58% | +$10M | 0.02% | 973 |
|
|
2017
Q3 | $16.2M | Buy |
251,995
+20,644
| +9% | +$1.33M | 0.01% | 1246 |
|
|
2017
Q2 | $14.8M | Buy |
231,351
+107,956
| +87% | +$6.85M | 0.01% | 1244 |
|
|
2017
Q1 | $7.79M | Buy |
123,395
+24,662
| +25% | +$1.5M | 0.01% | 1702 |
|
|
2016
Q4 | $5.71M | Buy |
98,733
+33,078
| +50% | +$1.85M | ﹤0.01% | 1977 |
|
|
2016
Q3 | $3.38M | Buy |
65,655
+12,693
| +24% | +$594K | ﹤0.01% | 2390 |
|
|
2016
Q2 | $2.18M | Sell |
52,962
-15,527
| -23% | -$655K | ﹤0.01% | 2708 |
|
|
2016
Q1 | $2.7M | Sell |
68,489
-21,069
| -24% | -$811K | ﹤0.01% | 2399 |
|
|
2015
Q4 | $4.03M | Buy |
89,558
+40,732
| +83% | +$1.99M | ﹤0.01% | 2147 |
|
|
2015
Q3 | $2.31M | Buy |
48,826
+626
| +1% | +$32.4K | ﹤0.01% | 2608 |
|
|
2015
Q2 | $2.47M | Sell |
48,200
-143,520
| -75% | -$7.45M | ﹤0.01% | 2787 |
|
|
2015
Q1 | $9.85M | Sell |
191,720
-87,012
| -31% | -$4.37M | 0.01% | 1491 |
|
|
2014
Q4 | $14.5M | Buy |
+278,732
| New | +$14.4M | 0.01% | 1217 |
|
Other funds holding PFG
NLI
VCM
VPM
