UniSuper Management
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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
Q3 		$2.87M Buy
25,672
+7,000
+37% +$793K 0.01% 397
2026
Q2 		$2.01M Sell
18,672
-7,710
-29% -$783K 0.01% 424
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

Other funds holding PFG

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

UniSuper Management's PFG Position: Q3 2026 in Review

UniSuper Management increased its Principal Financial Group (PFG) stake by 37% in Q3 2026, buying an estimated $793K and bringing the position to 25,672 shares worth $2.87M. The position accounts for 0.01% of the portfolio, ranked #397.

UniSuper Management first reported a position in PFG in Q2 2023 and has held it in 14 quarters since. 629 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • UniSuper Management held 25,672 shares of Principal Financial Group worth $2.87M as of Q3 2026.
  • UniSuper Management bought 7,000 Principal Financial Group shares in Q3 2026, an estimated $793K.
  • Principal Financial Group made up 0.01% of UniSuper Management's portfolio in Q3 2026, its #397 holding.
  • UniSuper Management first reported a position in Principal Financial Group in Q2 2023 and has held it in 14 quarters since.
  • 629 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on UniSuper Management's 13F filing for Q3 2026, filed 26 Oct 2026.