The Western Union Company
MX ˙ BMV ˙ US9598021098
SecurityMX:WU / The Western Union Company
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership1,539,938 shares
Latest Disclosed Value $ 13,443,659
Principal Financial Group Inc reports 1.97% increase in ownership of WU / The Western Union Company

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 1,539,938 shares of The Western Union Company (MX:WU) valued at $13,443,659 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 1,510,182 shares of The Western Union Company. This represents a change in shares of 1.97% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F WESTERN UN COM 959802109 1,539,938 29,756 1.97 13,444 -4.38 0.0037
2026-02-02 2025-12-31 13F WESTERN UN COM 959802109 1,510,182 792,409 110.40 14,060 145.14 0.0072
2025-11-04 2025-09-30 13F WESTERN UN COM 959802109 717,773 -31,164 -4.16 5,735 -9.05 0.0029
2025-08-08 2025-06-30 13F WESTERN UN COM 959802109 748,937 -30,833 -3.95 6,306 -23.55 0.0033
2025-04-28 2025-03-31 13F WESTERN UN COM 959802109 779,770 3,558 0.46 8,250 0.27 0.0046
2025-01-31 2024-12-31 13F WESTERN UN COM 959802109 776,212 -7,722 -0.99 8,228 -12.03 0.0045
2024-10-31 2024-09-30 13F WESTERN UN COM 959802109 783,934 -343,369 -30.46 9,352 -32.11 0.0052
2024-07-29 2024-06-30 13F WESTERN UN COM 959802109 1,127,303 -194,720 -14.73 13,776 -25.46 0.0082
2024-04-29 2024-03-31 13F WESTERN UN COM 959802109 1,322,023 -19,562 -1.46 18,482 15.57 0.0109
2024-02-07 2023-12-31 13F WESTERN UN COM 959802109 1,341,585 -42,937 -3.10 15,992 -12.37 0.0102
2023-11-02 2023-09-30 13F WESTERN UN COM 959802109 1,384,522 -24,040 -1.71 18,248 10.45 0.0131
2023-08-07 2023-06-30 13F WESTERN UN COM 959802109 1,408,562 -70,799 -4.79 16,522 0.17 0.0113
2023-05-09 2023-03-31 13F WESTERN UN COM 959802109 1,479,361 -120,723 -7.54 16,495 -25.14 0.0118
2023-02-09 2022-12-31 13F WESTERN UN COM 959802109 1,600,084 14,975 0.94 22,033 2.96 0.0166
2022-11-09 2022-09-30 13F WESTERN UN COM 959802109 1,585,109 51,419 3.35 21,399 -15.29 0.0170
2022-08-10 2022-06-30 13F WESTERN UN COM 959802109 1,533,690 -63,244 -3.96 25,260 -15.59 0.0187
2022-05-09 2022-03-31 13F WESTERN UN COM 959802109 1,596,934 167,017 11.68 29,927 17.31 0.0119
2022-05-09 2022-03-31 13F WESTERN UN COM 959802109 39,250 736
2022-02-09 2021-12-31 13F WESTERN UN COM 959802109 1,429,917 885,273 162.54 25,510 131.64 0.0152
2021-11-09 2021-09-30 13F WESTERN UN COM 959802109 544,644 -210,304 -27.86 11,013 -36.50 0.0072
2021-08-10 2021-06-30 13F WESTERN UN COM 959802109 754,948 72,570 10.63 17,342 3.06 0.0112
2021-05-10 2021-03-31 13F WESTERN UN COM 959802109 682,378 139,862 25.78 16,827 41.38 0.0119
2021-02-23 2020-12-31 13F/A-1 WESTERN UN COM 959802109 542,516 -42,022 -7.19 11,902 -4.99 0.0088
2021-02-08 2020-12-31 13F WESTERN UN COM 959802109 542,516 -42,022 11,902 4,682.4302
2020-11-06 2020-09-30 13F WESTERN UN COM 959802109 584,538 -54,380 -8.51 12,527 -9.32 0.0105
2020-08-05 2020-06-30 13F WESTERN UN COM 959802109 638,918 -5,335 -0.83 13,814 18.26 0.0122
2020-05-12 2020-03-31 13F WESTERN UN COM 959802109 644,253 -2,480 -0.38 11,681 -32.56 0.0129
2020-02-05 2019-12-31 13F WESTERN UN COM 959802109 646,733 -9,109 -1.39 17,320 13.98 0.0144
2019-11-13 2019-09-30 13F WESTERN UN COM 959802109 655,842 -125,840 -16.10 15,196 -2.26 0.0134
2019-08-12 2019-06-30 13F WESTERN UN COM 959802109 781,682 129,326 19.82 15,548 29.04 0.0140
2019-05-10 2019-03-31 13F WESTERN UN COM 959802109 652,356 -17,849 -2.66 12,049 5.39 0.0112
2019-02-14 2018-12-31 13F WESTERN UN COM 959802109 670,205 -26,465 -3.80 11,433 -13.90 0.0122
2018-11-14 2018-09-30 13F WESTERN UN COM 959802109 696,670 4,307 0.62 13,278 -5.67 0.0117
2018-08-13 2018-06-30 13F WESTERN UN COM 959802109 692,363 -11,020 -1.57 14,076 4.07 0.0129
2018-05-14 2018-03-31 13F WESTERN UN COM 959802109 703,383 -6,097 -0.86 13,526 0.29 0.0130
2018-02-12 2017-12-31 13F WESTERN UN COM 959802109 709,480 4,706 0.67 13,487 -0.33 0.0124
2017-11-02 2017-09-30 13F WESTERN UN COM 959802109 704,774 -93,127 -11.67 13,532 -10.97 0.0131
2017-08-08 2017-06-30 13F WESTERN UN COM 959802109 797,901 23,430 3.03 15,200 -3.55 0.0152
2017-05-11 2017-03-31 13F WESTERN UN COM 959802109 774,471 -13,669 -1.73 15,760 -7.93 0.0190
2017-02-13 2016-12-31 13F WESTERN UN COM 959802109 788,140 -24,367 -3.00 17,118 1.19 0.0217
2016-11-10 2016-09-30 13F WESTERN UN COM 959802109 812,507 7,887 0.98 16,916 9.61 0.0223
2016-08-09 2016-06-30 13F WESTERN UN COM 959802109 804,620 25,464 3.27 15,433 2.68 0.0215
2016-05-10 2016-03-31 13F WESTERN UN COM 959802109 779,156 13,694 1.79 15,030 9.64 0.0218
2016-02-09 2015-12-31 13F WESTERN UN COM 959802109 765,462 7,815 1.03 13,709 -1.45 0.0204
2015-11-12 2015-09-30 13F/A-1 WESTERN UN COM 959802109 757,647 -13,416 -1.74 13,910 -11.27 0.0219
2015-11-09 2015-09-30 13F WESTERN UN COM 959802109 757,647 13,910
2015-08-10 2015-06-30 13F WESTERN UN COM 959802109 771,063 1,056 0.14 15,676 -2.17 0.0234
2015-05-14 2015-03-31 13F/A-1 WESTERN UN COM 959802109 770,007 2,918 0.38 16,024 16.64 0.0239
2015-05-12 2015-03-31 13F WESTERN UN COM 959802109 770,007 16,023
2015-02-12 2014-12-31 13F WESTERN UN COM 959802109 767,089 -2,121 -0.28 13,738 11.35 0.0213
2014-11-13 2014-09-30 13F WESTERN UN COM 959802109 769,210 -1,555 -0.20 12,338 -7.68 0.0209
2014-08-12 2014-06-30 13F WESTERN UN COM 959802109 770,765 -6,969 -0.90 13,365 5.04 0.0225
2014-05-13 2014-03-31 13F WESTERN UN COM 959802109 777,734 -4,070 -0.52 12,724 -5.65 0.0227
2014-02-12 2013-12-31 13F WESTERN UN COM 959802109 781,804 51,206 7.01 13,486 -1.08 0.0252
2013-11-05 2013-09-30 13F WESTERN UN COM 959802109 730,598 -62,155 -7.84 13,633 0.51 0.0282
2013-08-12 2013-06-30 13F WESTERN UN COM 959802109 792,753 792,753 13,564 0.0300
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.