Ubs Group Ag Principal Financial Group Inc Transaction History

Ubs Group Ag

$527 Billion
Q4 2024

A detailed history of Ubs Group Ag transactions in Principal Financial Group Inc stock. As of the latest transaction made, Ubs Group Ag holds 1,489,373 shares of PFG stock, worth $133 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,489,373

Previous 966,835 54.05%

Holding current value

$133 Million

Previous $83.1 Million 38.81%

% of portfolio

0.02%

Previous 0.02%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$74.91 - $91.26 $39.1 Million - $47.7 Million	522,538 Added 54.05%	1,489,373 $115 Million
Q3 2024 Nov 14, 2024	BUY	$72.94 - $87.46 $6.73 Million - $8.08 Million	92,330 Added 10.56%	966,835 $83.1 Million
Q2 2024 Aug 13, 2024	SELL	$76.66 - $86.01 $5.17 Million - $5.8 Million	-67,441 Reduced 7.16%	874,505 $68.6 Million
Q1 2024 May 13, 2024	BUY	$77.2 - $86.31 $44.6 Million - $49.8 Million	577,294 Added 158.31%	941,946 $81.3 Million
Q4 2023 Feb 09, 2024	BUY	$66.88 - $79.58 $6.67 Million - $7.93 Million	99,671 Added 37.61%	364,652 $28.7 Million
Q3 2023 Nov 09, 2023	SELL	$72.0 - $84.1 $6.88 Million - $8.04 Million	-95,602 Reduced 26.51%	264,981 $19.1 Million
Q2 2023 Aug 11, 2023	BUY	$65.46 - $77.11 $1.57 Million - $1.85 Million	23,991 Added 7.13%	360,583 $27.3 Million
Q1 2023 May 12, 2023	BUY	$69.69 - $93.39 $1.72 Million - $2.3 Million	24,655 Added 7.9%	336,592 $25 Million
Q4 2022 Feb 08, 2023	BUY	$75.39 - $95.0 $8.17 Million - $10.3 Million	108,332 Added 53.21%	311,937 $26.2 Million
Q3 2022 Nov 10, 2022	SELL	$61.13 - $79.78 $2.16 Million - $2.82 Million	-35,367 Reduced 14.8%	203,605 $14.7 Million
Q2 2022 Aug 10, 2022	BUY	$62.84 - $76.21 $330,224 - $400,483	5,255 Added 2.25%	238,972 $16 Million
Q1 2022 May 16, 2022	SELL	$64.37 - $78.95 $5.25 Million - $6.44 Million	-81,568 Reduced 25.87%	233,717 $17.2 Million
Q4 2021 Feb 14, 2022	SELL	$65.12 - $73.93 $3.69 Million - $4.19 Million	-56,704 Reduced 15.24%	315,285 $22.8 Million
Q3 2021 Nov 15, 2021	SELL	$59.2 - $68.12 $3.8 Million - $4.37 Million	-64,117 Reduced 14.7%	371,989 $24 Million
Q2 2021 Aug 13, 2021	SELL	$59.74 - $66.87 $2.72 Million - $3.05 Million	-45,582 Reduced 9.46%	436,106 $27.6 Million
Q1 2021 May 12, 2021	SELL	$48.31 - $61.55 $377,011 - $480,336	-7,804 Reduced 1.59%	481,688 $28.9 Million
Q4 2020 Feb 11, 2021	BUY	$38.25 - $52.6 $6.98 Million - $9.6 Million	182,479 Added 59.44%	489,492 $24.3 Million
Q3 2020 Nov 12, 2020	BUY	$37.79 - $46.18 $5.01 Million - $6.12 Million	132,568 Added 75.99%	307,013 $12.4 Million
Q2 2020 Jul 31, 2020	BUY	$26.41 - $48.72 $50,099 - $92,421	1,897 Added 1.1%	174,445 $7.25 Million
Q1 2020 May 01, 2020	SELL	$24.16 - $57.08 $7.34 Million - $17.3 Million	-303,954 Reduced 63.79%	172,548 $5.41 Million
Q4 2019 Feb 14, 2020	BUY	$52.35 - $57.4 $8.01 Million - $8.78 Million	152,999 Added 47.29%	476,502 $26.2 Million
Q3 2019 Nov 14, 2019	SELL	$52.18 - $60.68 $365,207 - $424,699	-6,999 Reduced 2.12%	323,503 $18.5 Million
Q2 2019 Aug 14, 2019	SELL	$51.57 - $57.92 $1.65 Million - $1.86 Million	-32,078 Reduced 8.85%	330,502 $19.1 Million
Q1 2019 May 14, 2019	BUY	$43.39 - $53.09 $4.81 Million - $5.88 Million	110,801 Added 44.01%	362,580 $18.2 Million
Q4 2018 Feb 14, 2019	SELL	$41.08 - $60.65 $344,579 - $508,732	-8,388 Reduced 3.22%	251,779 $11.1 Million
Q3 2018 Nov 14, 2018	BUY	$52.86 - $59.54 $203,246 - $228,931	3,845 Added 1.5%	260,167 $15.2 Million
Q2 2018 Aug 14, 2018	SELL	$52.58 - $61.46 $5.88 Million - $6.88 Million	-111,903 Reduced 30.39%	256,322 $13.6 Million
Q1 2018 May 15, 2018	SELL	$57.76 - $75.04 $1.67 Million - $2.17 Million	-28,899 Reduced 7.28%	368,225 $22.4 Million
Q4 2017 Feb 14, 2018	BUY	$64.92 - $71.76 $9.42 Million - $10.4 Million	145,129 Added 57.59%	397,124 $28 Million
Q3 2017 Nov 14, 2017	BUY	$59.92 - $67.04 $1.24 Million - $1.38 Million	20,644 Added 8.92%	251,995 $16.2 Million
Q2 2017 Aug 14, 2017	BUY	N/A	107,956 Added 87.49%	231,351 $14.8 Million
Q1 2017 Nov 14, 2017	BUY	N/A	123,395	123,395 $7.79 Million

Others Institutions Holding PFG

# of Institutions

860

Shares Held

161M

Call Options Held

219K

Put Options Held

87.5K

View Full List

About PRINCIPAL FINANCIAL GROUP INC

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $22.2B
Description
Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and In...

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