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Union Savings Bank’s Principal Financial Group PFG Stock Holding History

Union Savings Bank’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
2026
Q2 		$21K Hold
195
– – 0.01% 239
2026
Q1 		$17.6K Hold
195
– – 0.01% 243
2025
Q4 		$17.2K Buy
+195
New +$16.5K 0.01% 246
2025
Q2 		$15.2K Hold
195
– – 0.01% 256
2025
Q1 		$16.5K Hold
195
– – 0.01% 260
2024
Q4 		$15.1K Hold
195
– – 0.01% 261
2024
Q3 		$16.8K Hold
195
– – 0.01% 263
2024
Q2 		$15.3K Hold
195
– – 0.01% 262
2024
Q1 		$16.8K Buy
+195
New +$15.6K 0.01% 266

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

Union Savings Bank's PFG Position: Q2 2026 in Review

Union Savings Bank held its Principal Financial Group (PFG) position steady in Q2 2026 at 195 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #239.

Union Savings Bank first reported a position in PFG in Q1 2024 and has held it in 9 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Union Savings Bank held 195 shares of Principal Financial Group worth $21K as of Q2 2026.
  • Union Savings Bank left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.01% of Union Savings Bank's portfolio in Q2 2026, its #239 holding.
  • Union Savings Bank first reported a position in Principal Financial Group in Q1 2024 and has held it in 9 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.