Ubs Group Ag Principal ETF Principal Real E Transaction History

Ubs Group Ag

$611 Billion
Q3 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$23.65 - $25.93 $709 - $777	30 Added 40.54%	104 $2,000
Q4 2024 Feb 14, 2025	BUY	$24.12 - $26.73 $1,447 - $1,603	60 Added 428.57%	74 $1,000
Q3 2024 Nov 14, 2024	BUY	$23.11 - $27.26 $323 - $381	14 New	14 $0

Others Institutions Holding BYRE

# of Institutions

6

Shares Held

1.1M

Call Options Held

0

Put Options Held

0

Principal Securities, Inc. Des Moines, IA

453K
Shares

$11.3 Million
0.19% of portfolio
Envestnet Asset Management Inc

444K
Shares

$11 Million
0.0% of portfolio
Principal Financial Group Inc Des Moines, IA

199K
Shares

$4.95 Million
0.0% of portfolio
Core Cap Advisors, LLC Southfield, MI

321
Shares

$7,983
0.0% of portfolio
Farther Finance Advisors, LLC San Francisco, CA

43
Shares

$1,069
0.0% of portfolio

About PRINCIPAL ETF PRINCIPAL REAL E

Ticker BYRE
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