Principal Financial Group
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Principal Financial Group’s C3.ai AI Stock Holding History

Principal Financial Group’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,613
Closed -$212K – 2248
2025
Q2 		$212K Buy
+8,613
New +$197K ﹤0.01% 2120
2025
Q1 		– Sell
-9,419
Closed -$324K – 2172
2024
Q4 		$324K Buy
+9,419
New +$292K ﹤0.01% 2025
2024
Q3 		– Sell
-11,165
Closed -$323K – 2227
2024
Q2 		$323K Buy
11,165
+462
+4% +$11.9K ﹤0.01% 2045
2024
Q1 		$290K Buy
10,703
+1,119
+12% +$31.4K ﹤0.01% 2098
2023
Q4 		$275K Buy
+9,584
New +$264K ﹤0.01% 2085
2023
Q3 		– Sell
-6,762
Closed -$246K – 2437
2023
Q2 		$246K Buy
6,762
+10
+0.1% +$282 ﹤0.01% 2126
2023
Q1 		$227K Buy
+6,752
New +$138K ﹤0.01% 2151

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Principal Financial Group sold out of C3.ai (AI) in Q3 2025, closing a stake of 8,613 shares — an estimated $212K sold.

Principal Financial Group first reported a position in AI in Q1 2023 and held it in 7 quarters. The position peaked at $324K in Q4 2024. 329 funds tracked by Wall St. Rank hold AI as of Q3 2025.

  • Principal Financial Group reported no remaining C3.ai position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 8,613 C3.ai shares in Q3 2025, an estimated $212K.
  • Principal Financial Group first reported a position in C3.ai in Q1 2023 and held it in 7 quarters.
  • Principal Financial Group's C3.ai position peaked at $324K in Q4 2024.
  • 329 funds tracked by Wall St. Rank held C3.ai as of Q3 2025.

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