Principal Financial Group
AGL icon

Principal Financial Group’s Agilon Health AGL Stock Holding History

Principal Financial Group’s Portfolio AGL Stock Details AGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-729
Closed -$12.6K – 2180
2025
Q4 		$12.6K Sell
729
-215
-23% -$4.17K ﹤0.01% 2180
2025
Q3 		$24.3K Buy
944
+66
+8% +$2.49K ﹤0.01% 2237
2025
Q2 		$50.5K Sell
878
-107
-11% -$8.58K ﹤0.01% 2192
2025
Q1 		$107K Sell
985
-117
-11% -$10.2K ﹤0.01% 2092
2024
Q4 		$52.4K Sell
1,102
-54
-5% -$3.26K ﹤0.01% 2167
2024
Q3 		$114K Sell
1,156
-511
-31% -$66K ﹤0.01% 2142
2024
Q2 		$273K Buy
1,667
+496
+42% +$70.7K ﹤0.01% 2076
2024
Q1 		$179K Buy
1,171
+7
+0.6% +$1.17K ﹤0.01% 2191
2023
Q4 		$365K Sell
1,164
-206
-15% -$74.6K ﹤0.01% 2017
2023
Q3 		$608K Buy
1,370
+163
+14% +$73.6K ﹤0.01% 1913
2023
Q2 		$523K Sell
1,207
-2,060
-63% -$1.16M ﹤0.01% 1943
2023
Q1 		$1.94M Buy
3,267
+2,331
+249% +$1.31M ﹤0.01% 1770
2022
Q4 		$378K Sell
936
-1,804
-66% -$846K ﹤0.01% 2045
2022
Q3 		$1.6M Sell
2,740
-76
-3% -$45.5K ﹤0.01% 1758
2022
Q2 		$1.54M Buy
2,816
+357
+15% +$181K ﹤0.01% 1847
2022
Q1 		$1.56M Sell
2,459
-121
-5% -$62.4K ﹤0.01% 1904
2021
Q4 		$1.74M Buy
+2,580
New +$1.57M ﹤0.01% 1872
2021
Q3 		– Sell
-217
Closed -$220K – 2577
2021
Q2 		$220K Buy
+217
New +$190K ﹤0.01% 2447

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Principal Financial Group's AGL Position: Q1 2026 in Review

Principal Financial Group sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 729 shares — an estimated $12.6K sold.

Principal Financial Group first reported a position in AGL in Q2 2021 and held it in 18 quarters. The position peaked at $1.94M in Q1 2023. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

  • Principal Financial Group reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 729 Agilon Health shares in Q1 2026, an estimated $12.6K.
  • Principal Financial Group first reported a position in Agilon Health in Q2 2021 and held it in 18 quarters.
  • Principal Financial Group's Agilon Health position peaked at $1.94M in Q1 2023.
  • 97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.