UBS · PFG Holdings Trend
Principal Financial Group · SEC 13F
UBS Holdings of PFG by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 2.1M | $185M | — |
| 2024Q2 | 2.6M | $200M | +8.6% |
| 2024Q3 | 2.6M | $226M | +12.9% |
| 2024Q4 | 3.4M | $261M | +15.2% |
| 2025Q1 | 3.3M | $277M | +6.2% |
| 2025Q2 | 3.3M | $266M | -4.0% |
| 2025Q3 | 3.8M | $317M | +19.3% |
| 2025Q4 | 2.9M | $259M | -18.3% |
| 2026Q1 | 3.1M | $283M | +9.2% |
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Data source: SEC EDGAR Form 13F