Principal Financial Group
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Principal Financial Group’s Beam Therapeutics BEAM Stock Holding History

Principal Financial Group’s Portfolio BEAM Stock Details BEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$241K Buy
+7,009
New +$212K ﹤0.01% 2069
2024
Q3 		– Sell
-10,400
Closed -$244K – 2249
2024
Q2 		$244K Sell
10,400
-8,018
-44% -$197K ﹤0.01% 2101
2024
Q1 		$609K Buy
18,418
+789
+4% +$24.6K ﹤0.01% 1945
2023
Q4 		$480K Buy
17,629
+284
+2% +$7.05K ﹤0.01% 1961
2023
Q3 		$417K Buy
17,345
+19
+0.1% +$509 ﹤0.01% 1988
2023
Q2 		$553K Buy
17,326
+421
+2% +$13.7K ﹤0.01% 1930
2023
Q1 		$518K Sell
16,905
-1,101
-6% -$43.5K ﹤0.01% 1960
2022
Q4 		$704K Buy
18,006
+895
+5% +$40.1K ﹤0.01% 1907
2022
Q3 		$816K Sell
17,111
-462
-3% -$26.4K ﹤0.01% 1868
2022
Q2 		$681K Sell
17,573
-3,795
-18% -$151K ﹤0.01% 1989
2022
Q1 		$1.23M Buy
21,368
+351
+2% +$23K ﹤0.01% 1940
2021
Q4 		$1.68M Sell
21,017
-5,632
-21% -$482K ﹤0.01% 1884
2021
Q3 		$2.32M Buy
26,649
+5,757
+28% +$578K ﹤0.01% 1844
2021
Q2 		$2.69M Buy
20,892
+674
+3% +$53.7K ﹤0.01% 1846
2021
Q1 		$1.62M Sell
20,218
-564
-3% -$53.7K ﹤0.01% 1897
2020
Q4 		$1.7M Buy
+20,782
New +$1.02M ﹤0.01% 1830

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Farallon Capital Management
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nikko Asset Management Americas
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Principal Financial Group's BEAM Position: Q2 2026 in Review

Principal Financial Group opened a new position in Beam Therapeutics (BEAM) in Q2 2026: 7,009 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #2069 among its holdings. This is a return to the name: Principal Financial Group previously reported a position in BEAM as recently as Q2 2024.

Principal Financial Group first reported a position in BEAM in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.69M in Q2 2021. 277 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Principal Financial Group held 7,009 shares of Beam Therapeutics worth $241K as of Q2 2026.
  • Beam Therapeutics was a new Principal Financial Group position in Q2 2026.
  • Beam Therapeutics made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #2069 holding.
  • Principal Financial Group first reported a position in Beam Therapeutics in Q4 2020 and has held it in 16 quarters since.
  • Principal Financial Group's Beam Therapeutics position peaked at $2.69M in Q2 2021.
  • 277 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.