USS Investment Management’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.88M	Buy	31,992 +1,546	+5%	+$141K	0.01%	446
2025 Q4	$2.69M	Buy	30,446 +503	+2%	+$42.5K	0.01%	462
2025 Q3	$2.48M	Hold	29,943	–	–	0.01%	476
2025 Q2	$2.38M	Buy	29,943 +1,689	+6%	+$130K	0.01%	470
2025 Q1	$2.38M	Sell	28,254 -22,100	-44%	-$1.84M	0.02%	468
2024 Q4	$3.9M	Sell	50,354 -14,639	-23%	-$1.23M	0.03%	415
2024 Q3	$5.58M	Buy	64,993 +177	+0.3%	+$14.3K	0.04%	383
2024 Q2	$5.09M	Buy	64,816 +3,709	+6%	+$301K	0.04%	379
2024 Q1	$5.27M	Sell	61,107 -5,915	-9%	-$475K	0.04%	371
2023 Q4	$5.27M	Buy	67,022 +1,887	+3%	+$137K	0.05%	357
2023 Q3	$4.69M	Buy	65,135 +873	+1%	+$67.8K	0.05%	369
2023 Q2	$4.87M	Hold	64,262	–	–	0.06%	356
2023 Q1	$4.77M	Hold	64,262	–	–	0.07%	339
2022 Q4	$5.39M	Hold	64,262	–	–	0.08%	310
2022 Q3	$4.63M	Sell	64,262 -19,610	-23%	-$1.41M	0.07%	321
2022 Q2	$5.6M	Sell	83,872 -4,725	-5%	-$332K	0.06%	349
2022 Q1	$6.5M	Buy	88,597 +6,290	+8%	+$455K	0.05%	371
2021 Q4	$5.96M	Hold	82,307	–	–	0.05%	400
2021 Q3	$5.3M	Buy	82,307 +60,207	+272%	+$3.87M	0.04%	415
2021 Q2	$1.4M	Hold	22,100	–	–	0.01%	479
2021 Q1	$1.32M	Hold	22,100	–	–	0.01%	468
2020 Q4	$1.1M	Sell	22,100 -5,200	-19%	-$238K	0.01%	482
2020 Q3	$1.1M	Hold	27,300	–	–	0.01%	459
2020 Q2	$1.13M	Buy	+27,300	New	+$996K	0.01%	448