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UM
UniSuper Management’s
Principal Financial Group
PFG
Stock Holding History
UniSuper Management’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
Q1
$2.38M
Sell
26,382
-964
-4%
-$88.1K
0.02%
424
2025
Q4
$2.41M
Sell
27,346
-4,654
-15%
-$393K
0.01%
437
2025
Q3
$2.65M
Buy
32,000
+1,984
+7%
+$159K
0.02%
437
2025
Q2
$2.38M
Buy
30,016
+1,599
+6%
+$123K
0.02%
430
2025
Q1
$2.4M
Sell
28,417
-411
-1%
-$34.2K
0.02%
414
2024
Q4
$2.23M
Sell
28,828
-4,204
-13%
-$354K
0.02%
423
2024
Q3
$2.84M
Buy
33,032
+9,679
+41%
+$782K
0.02%
333
2024
Q2
$1.83M
Buy
23,353
+8,926
+62%
+$725K
0.02%
416
2024
Q1
$1.25M
Buy
14,427
+11,743
+438%
+$942K
0.01%
410
2023
Q4
$211K
Buy
2,684
+884
+49%
+$64K
﹤0.01%
502
2023
Q3
$130K
Hold
1,800
–
–
﹤0.01%
533
2023
Q2
$137K
Buy
+1,800
New
+$130K
﹤0.01%
526
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VPM
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State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Capital World Investors
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$733B AUM
35.63%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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