PRINCIPAL FINANCIAL GROUP INC
Holdings in UPBD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,367,505 | 248,719 | Shares | Defined | 2026-02-02 |
| 2025-09-30 | $5,948,001 | 251,714 | Shares | Defined | 2025-11-04 |
| 2025-06-30 | $6,408,104 | 255,303 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $6,115,645 | 255,244 | Shares | Defined | 2025-04-28 |
| 2024-12-31 | $6,942,664 | 238,007 | Shares | Defined | 2025-01-31 |
| 2024-06-30 | $7,378,897 | 240,355 | Shares | Defined | 2024-07-29 |
| 2024-03-31 | $8,717,713 | 247,592 | Shares | Defined | 2024-04-29 |
| 2023-12-31 | $7,910,389 | 232,864 | Shares | Defined | 2024-02-07 |
| 2023-09-30 | $7,271,322 | 246,904 | Shares | Defined | 2023-11-02 |
| 2023-06-30 | $8,948,971 | 287,471 | Shares | Defined | 2023-08-07 |
| 2023-03-31 | $7,418,490 | 302,672 | Shares | Defined | 2023-05-09 |
| 2022-12-31 | $6,964,229 | 308,835 | Shares | Defined | 2023-02-09 |
| 2022-09-30 | $5,783,045 | 330,271 | Shares | Defined | 2022-11-09 |
| 2022-06-30 | $6,561,360 | 337,345 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $11,221,590 | 445,478 | Shares | Defined | 2022-05-09 |
| 2021-12-31 | $22,407,585 | 466,436 | Shares | Defined | 2022-02-09 |
| 2021-09-30 | $27,969,252 | 497,585 | Shares | Defined | 2021-11-09 |
| 2021-06-30 | $26,174,283 | 493,203 | Shares | Defined | 2021-08-10 |
| 2020-09-30 | $11,956,836 | 400,028 | Shares | Defined | 2020-11-06 |
| 2020-06-30 | $10,952,038 | 393,675 | Shares | Defined | 2020-08-05 |
| 2020-03-31 | $5,747,160 | 406,447 | Shares | Defined | 2020-05-12 |