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

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