UBS Group
PFG icon

UBS Group’s Principal Financial Group PFG Stock Holding History

UBS Group’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
2015
Q3 		– Sell
-20,000
Closed -$1.03M – 8572
2015
Q2 		$1.03M Hold
20,000
– – ﹤0.01% 3545
2015
Q1 		$1.03M Buy
+20,000
New +$1.01M ﹤0.01% 3550

Other funds holding PFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group's PFG Position: Q2 2026 in Review

UBS Group increased its Principal Financial Group (PFG) stake by 11% in Q2 2026, buying an estimated $13.1M and bringing the position to 1,296,073 shares worth $140M. The position accounts for 0.02% of the portfolio, ranked #902.

UBS Group first reported a position in PFG in Q4 2014 and has held it in 47 quarters since. The position peaked at $168M in Q3 2025. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • UBS Group held 1,296,073 shares of Principal Financial Group worth $140M as of Q2 2026.
  • UBS Group bought 129,343 Principal Financial Group shares in Q2 2026, an estimated $13.1M.
  • Principal Financial Group made up 0.02% of UBS Group's portfolio in Q2 2026, its #902 holding.
  • UBS Group first reported a position in Principal Financial Group in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Principal Financial Group position peaked at $168M in Q3 2025.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.