Universal-Beteiligungs- und Servicegesellschaft’s Principal Financial Group PFG Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$22.3M	Sell	206,799 -3,901	-2%	-$396K	0.03%	389
2026 Q1	$19M	Buy	210,700 +2,891	+1%	+$264K	0.03%	401
2025 Q4	$18.4M	Buy	207,809 +68,524	+49%	+$5.78M	0.03%	419
2025 Q3	$11.5M	Buy	139,285 +1,662	+1%	+$133K	0.02%	554
2025 Q2	$10.9M	Buy	137,623 +30,717	+29%	+$2.36M	0.02%	551
2025 Q1	$9.02M	Buy	106,906 +4,965	+5%	+$413K	0.02%	599
2024 Q4	$7.89M	Buy	+101,941	New	+$8.59M	0.02%	599

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's PFG Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Principal Financial Group (PFG) stake by 1.9% in Q2 2026, selling an estimated $396K and leaving 206,799 shares worth $22.3M. The position accounts for 0.03% of the portfolio, ranked #389.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in PFG in Q4 2024 and has held it in 7 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 206,799 shares of Principal Financial Group worth $22.3M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 3,901 Principal Financial Group shares in Q2 2026, an estimated $396K.
Principal Financial Group made up 0.03% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #389 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Principal Financial Group in Q4 2024 and has held it in 7 quarters since.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.