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Equibles

UBS Group AG

Position in PFG — Principal Financial Group Inc

CIK 1610520 ZURICH, V8
Back to PFG Full portfolio

Position in PFG

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$139,690,746
+$34,556,708 QoQ
Shares Held
1,296,073
+11.1% QoQ
Ownership
0.600%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#20
of 948 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 93% Shared 0% None 7%

Common Shares in PFG Over Time

Shares Held

Position Value (USD)

Derivatives in PFG

reported options exposure · as of Dec 31, 2022
CallValue
$0
CallShares
0
PutValue
$41,960
PutShares
500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Asset Management

Financial Services · as of Jun 30, 2026

UBS Group AG holds $8,980,109,896 across 469 Asset Management names. PFG ranks #11 (1.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 1,189,321 $1,143,603,496
2 BX
Blackstone Inc.
 7,311,475 $860,341,261
3 APO
Apollo Global Management, Inc.
 5,974,406 $706,831,971
4 BN
BROOKFIELD Corp /ON/
 11,039,263 $470,162,207
5 AMP
Ameriprise Financial Inc
 809,191 $371,224,461
6 TROW
Price T Rowe Group Inc
 2,665,008 $302,984,756
7 ARES
Ares Management Corp
 2,636,093 $293,423,509
8 ARCC
Ares Capital Corp
 13,778,805 $255,321,254

All Filings in PFG

Export CSV
34 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $139,690,746 1,296,073
2026-03-31 $105,134,038 1,166,730
2025-12-31 $84,623,555 959,342
2025-09-30 $167,799,888 2,023,880
2025-06-30 $99,039,915 1,246,883
2025-03-31 $124,212,042 1,472,230
2024-12-31 $115,292,362 1,489,373
2024-09-30 $83,051,124 966,835
2024-06-30 $68,604,914 874,505
2024-03-31 $81,299,358 941,946
2023-12-31 $28,687,171 364,652
2023-09-30 $19,097,179 264,981
2023-06-30 $27,346,612 360,583
2023-03-31 $25,015,516 336,592
2022-12-31 $41,960 500
2022-12-31 $26,177,750 311,937
2022-09-30 $14,690,100 203,605
2022-09-30 $50,505 700
2022-06-30 $46,753 700
2022-06-30 $15,960,938 238,972
2022-03-31 $14,682 200
2022-03-31 $17,157,163 233,717
2021-12-31 $36,165 500
2021-12-31 $22,804,562 315,285
2021-09-30 $25,760 400
2021-09-30 $23,956,091 371,989
2021-06-30 $27,557,537 436,106
2021-06-30 $82,147 1,300
2021-03-31 $53,964 900
2021-03-31 $28,882,011 481,688
2020-12-31 $24,283,697 489,492
2020-09-30 $12,363,412 307,013
2020-06-30 $7,246,443 174,445
2020-03-31 $5,407,653 172,548