Position in UMBF
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$80,403,365
-$3,232,900 QoQ
Shares Held
712,859
-1.9% QoQ
Ownership
0.938%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $3,288,848,568 across 128 Banks - Regional names. UMBF ranks #10 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HDB |
Hdfc Bank Ltd
|
17,977,844 | $447,288,758 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,485,093 | $309,033,000 | |
| 3 | BAP |
Credicorp Ltd
|
577,929 | $196,021,958 | |
| 4 | WTFC |
Wintrust Financial Corp
|
1,265,800 | $175,870,251 | |
| 5 | EWBC |
East West Bancorp Inc
|
1,428,774 | $152,535,911 | |
| 6 | USB |
US Bancorp De
|
1,751,314 | $91,085,840 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
662,327 | $90,791,784 | |
| 8 | FHN |
First Horizon Corp
|
3,796,109 | $86,399,440 |
All Filings in UMBF
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,403,365 | 712,859 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $83,636,265 | 727,019 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $88,913,632 | 751,277 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $81,696,910 | 776,882 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $84,901,050 | 839,773 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $90,873,742 | 805,190 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $91,114,392 | 866,848 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $14,356,331 | 172,097 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $16,318,279 | 187,588 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $13,636,111 | 163,209 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $10,188,050 | 164,191 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $10,072,067 | 165,387 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $9,973,553 | 172,792 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $14,135,341 | 169,245 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $14,265,238 | 169,240 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $14,418,994 | 167,468 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $18,540,848 | 190,828 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $22,589,757 | 212,890 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $19,524,007 | 201,882 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $19,016,066 | 204,342 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $8,655,071 | 125,454 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $6,159,037 | 125,669 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $6,780,783 | 131,538 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $6,147,854 | 132,554 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||