Principal Financial Group
ADV icon

Principal Financial Group’s Advantage Solutions ADV Stock Holding History

Principal Financial Group’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,464
Closed -$93K – 2226
2025
Q1 		$93K Buy
2,464
+82
+3% +$4.78K ﹤0.01% 2101
2024
Q4 		$174K Buy
2,382
+174
+8% +$14.2K ﹤0.01% 2116
2024
Q3 		$189K Buy
2,208
+284
+15% +$26.2K ﹤0.01% 2109
2024
Q2 		$155K Buy
1,924
+205
+12% +$19.1K ﹤0.01% 2176
2024
Q1 		$186K Buy
1,719
+1,282
+293% +$126K ﹤0.01% 2187
2023
Q4 		$39.6K Sell
437
-50
-10% -$3.56K ﹤0.01% 2347
2023
Q3 		$34.6K Buy
+487
New +$32.3K ﹤0.01% 2373

Other funds holding ADV

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $35.2M AUM 32.88% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 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
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group's ADV Position: Q2 2025 in Review

Principal Financial Group sold out of Advantage Solutions (ADV) in Q2 2025, closing a stake of 2,464 shares — an estimated $93K sold.

Principal Financial Group first reported a position in ADV in Q3 2023 and held it in 7 quarters. The position peaked at $189K in Q3 2024. 108 funds tracked by Wall St. Rank hold ADV as of Q2 2025.

  • Principal Financial Group reported no remaining Advantage Solutions position as of Q2 2025 after selling out during the quarter.
  • Principal Financial Group sold 2,464 Advantage Solutions shares in Q2 2025, an estimated $93K.
  • Principal Financial Group first reported a position in Advantage Solutions in Q3 2023 and held it in 7 quarters.
  • Principal Financial Group's Advantage Solutions position peaked at $189K in Q3 2024.
  • 108 funds tracked by Wall St. Rank held Advantage Solutions as of Q2 2025.

Based on Principal Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.