Ubs Asset Management Americas Inc Principal Financial Group Inc Transaction History

Ubs Asset Management Americas Inc

  • $381 Billion
  • Q3 2024

A detailed history of Ubs Asset Management Americas Inc transactions in Principal Financial Group Inc stock. As of the latest transaction made, Ubs Asset Management Americas Inc holds 1,667,361 shares of PFG stock, worth $136 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,667,361
Previous 1,679,343 0.71%
Holding current value
$136 Million
Previous $132 Million 8.73%
% of portfolio
0.04%
Previous 0.04%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$72.94 - $87.46 $873,967 - $1.05 Million
-11,982 Reduced 0.71%
1,667,361 $143 Million
Q2 2024

Aug 13, 2024
BUY
$76.66 - $86.01 $37.1 Million - $41.6 Million
483,534 Added 40.44%
1,679,343 $132 Million
Q1 2024

May 15, 2024
BUY
$77.2 - $86.31 $5.12 Million - $5.73 Million
66,337 Added 5.87%
1,195,809 $103 Million
Q4 2023

Feb 14, 2024
SELL
$66.88 - $79.58 $2.15 Million - $2.56 Million
-32,190 Reduced 2.77%
1,129,472 $88.9 Million
Q3 2023

Nov 13, 2023
BUY
$72.0 - $84.1 $3.72 Million - $4.35 Million
51,682 Added 4.66%
1,161,662 $83.7 Million
Q1 2023

May 15, 2023
SELL
$69.69 - $93.39 $10.7 Million - $14.4 Million
-154,162 Reduced 12.19%
1,109,980 $82.5 Million
Q4 2022

Feb 14, 2023
BUY
$75.39 - $95.0 $13.9 Million - $17.6 Million
185,035 Added 17.15%
1,264,142 $106 Million
Q3 2022

Nov 14, 2022
SELL
$61.13 - $79.78 $10.1 Million - $13.2 Million
-165,394 Reduced 13.29%
1,079,107 $77.9 Million
Q2 2022

Aug 12, 2022
BUY
$62.84 - $76.21 $3.35 Million - $4.06 Million
53,297 Added 4.47%
1,244,501 $83.1 Million
Q1 2022

May 16, 2022
SELL
$64.37 - $78.95 $901,373 - $1.11 Million
-14,003 Reduced 1.16%
1,191,204 $87.4 Million
Q4 2021

Feb 14, 2022
BUY
$65.12 - $73.93 $1.38 Million - $1.56 Million
21,152 Added 1.79%
1,205,207 $87.2 Million
Q3 2021

Nov 15, 2021
BUY
$59.2 - $68.12 $6.16 Million - $7.08 Million
103,992 Added 9.63%
1,184,055 $76.3 Million
Q2 2021

Aug 16, 2021
SELL
$59.74 - $66.87 $2.44 Million - $2.73 Million
-40,881 Reduced 3.65%
1,080,063 $68.2 Million
Q1 2021

May 14, 2021
BUY
$48.31 - $61.55 $4.18 Million - $5.33 Million
86,575 Added 8.37%
1,120,944 $67.2 Million
Q4 2020

Mar 01, 2021
SELL
$38.25 - $52.6 $5.61 Million - $7.72 Million
-146,740 Reduced 12.42%
1,034,369 $51.3 Million
Q3 2020

Nov 13, 2020
BUY
$37.79 - $46.18 $2.65 Million - $3.23 Million
70,027 Added 6.3%
1,181,109 $47.6 Million
Q2 2020

Aug 14, 2020
SELL
$26.41 - $48.72 $6.85 Million - $12.6 Million
-259,377 Reduced 18.93%
1,111,082 $46.2 Million
Q1 2020

May 15, 2020
BUY
$24.16 - $57.08 $2.67 Million - $6.3 Million
110,359 Added 8.76%
1,370,459 $43 Million
Q4 2019

Feb 14, 2020
BUY
$52.35 - $57.4 $2.19 Million - $2.4 Million
41,807 Added 3.43%
1,260,100 $69.3 Million
Q3 2019

Nov 14, 2019
SELL
$52.18 - $60.68 $786,404 - $914,508
-15,071 Reduced 1.22%
1,218,293 $69.6 Million
Q2 2019

Aug 15, 2019
SELL
$51.57 - $57.92 $484,809 - $544,505
-9,401 Reduced 0.76%
1,233,364 $0
Q1 2019

May 14, 2019
BUY
$43.39 - $53.09 $4.92 Million - $6.01 Million
113,294 Added 10.03%
1,242,765 $0
Q4 2018

Feb 13, 2019
BUY
$41.08 - $60.65 $1.92 Million - $2.84 Million
46,852 Added 4.33%
1,129,471 $49.9 Million
Q3 2018

Nov 14, 2018
BUY
$52.86 - $59.54 $1.04 Million - $1.17 Million
19,672 Added 1.85%
1,082,619 $0
Q2 2018

Aug 14, 2018
SELL
$52.58 - $61.46 $4.38 Million - $5.12 Million
-83,275 Reduced 7.27%
1,062,947 $0
Q1 2018

May 14, 2018
BUY
$57.76 - $75.04 $6.13 Million - $7.96 Million
106,121 Added 10.2%
1,146,222 $0
Q4 2017

Feb 09, 2018
BUY
$64.92 - $71.76 $7.06 Million - $7.81 Million
108,797 Added 11.68%
1,040,101 $0
Q3 2017

Nov 13, 2017
BUY
$59.92 - $67.04 $55.8 Million - $62.4 Million
931,304
931,304 $0

Others Institutions Holding PFG

# of Institutions
830
Shares Held
159M
Call Options Held
177K
Put Options Held
119K
View Full List

About PRINCIPAL FINANCIAL GROUP INC

PFG Quotes by TradingView
  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $20.4B
  • 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...
More about PFG
Track This Portfolio

Track Ubs Asset Management Americas Inc Portfolio

Follow Ubs Asset Management Americas Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ubs Asset Management Americas Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ubs Asset Management Americas Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email