UCB
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United Community Bank’s Principal Financial Group PFG Stock Holding History

United Community 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
Q1 		– Sell
-8
Closed -$706 – 617
2025
Q4 		$706 Sell
8
-282
-97% -$23.8K ﹤0.01% 524
2025
Q3 		$24K Buy
+290
New +$23.2K 0.01% 392

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

United Community Bank's PFG Position: Q1 2026 in Review

United Community Bank sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 8 shares — an estimated $706 sold.

United Community Bank first reported a position in PFG in Q3 2025 and held it in 2 quarters. The position peaked at $24K in Q3 2025. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • United Community Bank reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • United Community Bank sold 8 Principal Financial Group shares in Q1 2026, an estimated $706.
  • United Community Bank first reported a position in Principal Financial Group in Q3 2025 and held it in 2 quarters.
  • United Community Bank's Principal Financial Group position peaked at $24K in Q3 2025.
  • 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.