Position in UVSP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,699,293
+$453,566 QoQ
Shares Held
38,841
+6.8% QoQ
Ownership
0.141%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 222 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UVSP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $3,342,148,688 across 127 Banks - Regional names. UVSP ranks #110 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,415,104 | $348,426,905 | |
| 2 | WTFC |
Wintrust Financial Corp
|
1,246,124 | $200,277,048 | |
| 3 | BAP |
Credicorp Ltd
|
478,109 | $186,261,704 | |
| 4 | EWBC |
East West Bancorp Inc
|
1,330,518 | $171,756,567 | |
| 5 | USB |
US Bancorp \De\
|
1,723,537 | $104,101,634 | |
| 6 | ONB |
Old National Bancorp /In/
|
3,951,709 | $102,349,263 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
654,435 | $101,123,295 | |
| 8 | UMBF |
Umb Financial Corp
|
694,836 | $99,194,786 |
All Filings in UVSP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,699,293 | 38,841 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,245,727 | 36,361 | Shares | Defined | 2026-05-04 | |
| 2025-06-30 | $606,086 | 20,176 | Shares | Defined | 2025-08-08 | |
| 2021-03-31 | $615,742 | 21,537 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $409,459 | 19,896 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $338,011 | 23,522 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $200,878 | 12,446 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $186,912 | 11,453 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||