Principal Financial Group
ACH

Principal Financial Group’s Accendra Health ACH Stock Holding History

Principal Financial Group’s Portfolio ACH Stock Details ACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-364,258
Closed -$3.31M – 2311
2025
Q2 		$3.31M Sell
364,258
-4,201
-1% -$31K ﹤0.01% 1696
2025
Q1 		$3.33M Buy
368,459
+9,552
+3% +$101K ﹤0.01% 1666
2024
Q4 		$4.69M Buy
358,907
+10,152
+3% +$135K ﹤0.01% 1610
2024
Q3 		$5.47M Sell
348,755
-13,443
-4% -$204K ﹤0.01% 1544
2024
Q2 		$4.89M Sell
362,198
-34,719
-9% -$711K ﹤0.01% 1558
2024
Q1 		$11M Sell
396,917
-1,516
-0.4% -$33.7K 0.01% 1260
2023
Q4 		$7.68M Sell
398,433
-13,974
-3% -$253K ﹤0.01% 1412
2023
Q3 		$6.66M Sell
412,407
-20,597
-5% -$366K ﹤0.01% 1419
2023
Q2 		$8.24M Sell
433,004
-27,282
-6% -$487K 0.01% 1344
2023
Q1 		$6.7M Sell
460,286
-5,680
-1% -$102K ﹤0.01% 1430
2022
Q4 		$9.1M Sell
465,966
-23,067
-5% -$450K 0.01% 1295
2022
Q3 		$11.8M Sell
489,033
-34,775
-7% -$1.07M 0.01% 1093
2022
Q2 		$16.5M Sell
523,808
-72,350
-12% -$2.62M 0.01% 970
2022
Q1 		$26.2M Sell
596,158
-45,063
-7% -$1.93M 0.02% 747
2021
Q4 		$27.9M Buy
641,221
+9,710
+2% +$381K 0.02% 727
2021
Q3 		$19.8M Sell
631,511
-1,077
-0.2% -$42.4K 0.01% 959
2021
Q2 		$26.8M Buy
632,588
+64,159
+11% +$2.5M 0.02% 745
2021
Q1 		$21.4M Buy
568,429
+11,076
+2% +$346K 0.02% 861
2020
Q4 		$15.1M Buy
557,353
+13,096
+2% +$337K 0.01% 968
2020
Q3 		$13.7M Buy
544,257
+20,779
+4% +$303K 0.01% 884
2020
Q2 		$3.99M Buy
523,478
+15,380
+3% +$113K ﹤0.01% 1520
2020
Q1 		$4.65M Sell
508,098
-19,629
-4% -$118K 0.01% 1303
2019
Q4 		$2.73M Sell
527,727
-59,379
-10% -$381K ﹤0.01% 1668
2019
Q3 		$3.41M Sell
587,106
-1,518
-0.3% -$6.81K ﹤0.01% 1620
2019
Q2 		$1.88M Buy
588,624
+55,559
+10% +$189K ﹤0.01% 1731
2019
Q1 		$2.19M Sell
533,065
-5,295
-1% -$33.5K ﹤0.01% 1723
2018
Q4 		$3.41M Sell
538,360
-29,139
-5% -$302K ﹤0.01% 1612
2018
Q3 		$9.38M Buy
567,499
+24,167
+4% +$411K 0.01% 1355
2018
Q2 		$9.08M Buy
543,332
+15,868
+3% +$257K 0.01% 1360
2018
Q1 		$8.2M Buy
527,464
+224,251
+74% +$4M 0.01% 1352
2017
Q4 		$5.72M Sell
303,213
-17,202
-5% -$381K 0.01% 1523
2017
Q3 		$9.36M Buy
320,415
+3,048
+1% +$90K 0.01% 1284
2017
Q2 		$10.2M Buy
317,367
+17,912
+6% +$588K 0.01% 1217
2017
Q1 		$10.4M Buy
299,455
+4,224
+1% +$151K 0.01% 1167
2016
Q4 		$10.4M Buy
295,231
+37,554
+15% +$1.27M 0.01% 1143
2016
Q3 		$8.95M Buy
257,677
+16,986
+7% +$595K 0.01% 1190
2016
Q2 		$9M Buy
240,691
+28,904
+14% +$1.09M 0.01% 1126
2016
Q1 		$8.56M Buy
211,787
+9,524
+5% +$355K 0.01% 1095
2015
Q4 		$7.28M Buy
202,263
+5,195
+3% +$188K 0.01% 1156
2015
Q3 		$6.29M Buy
197,068
+7,591
+4% +$258K 0.01% 1227
2015
Q2 		$6.44M Buy
189,477
+7,374
+4% +$248K 0.01% 1293
2015
Q1 		$6.16M Buy
182,103
+10,030
+6% +$349K 0.01% 1277
2014
Q4 		$6.04M Buy
172,073
+395
+0.2% +$13.3K 0.01% 1285
2014
Q3 		$5.62M Buy
171,678
+7,277
+4% +$248K 0.01% 1286
2014
Q2 		$5.59M Sell
164,401
-4,977
-3% -$171K 0.01% 1330
2014
Q1 		$5.93M Buy
169,378
+7,374
+5% +$260K 0.01% 1258
2013
Q4 		$5.92M Buy
162,004
+1,244
+0.8% +$45.7K 0.01% 1238
2013
Q3 		$5.56M Buy
160,760
+3,549
+2% +$124K 0.01% 1201
2013
Q2 		$5.32M Buy
+157,211
New +$5.22M 0.01% 1156

Other funds holding ACH

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group's ACH Position: Q3 2025 in Review

Principal Financial Group sold out of Accendra Health (ACH) in Q3 2025, closing a stake of 364,258 shares — an estimated $3.31M sold.

Principal Financial Group first reported a position in ACH in Q2 2013 and held it in 49 quarters. The position peaked at $27.9M in Q4 2021. 202 funds tracked by Wall St. Rank hold ACH as of Q3 2025.

  • Principal Financial Group reported no remaining Accendra Health position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 364,258 Accendra Health shares in Q3 2025, an estimated $3.31M.
  • Principal Financial Group first reported a position in Accendra Health in Q2 2013 and held it in 49 quarters.
  • Principal Financial Group's Accendra Health position peaked at $27.9M in Q4 2021.
  • 202 funds tracked by Wall St. Rank held Accendra Health as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.