Principal Financial Group
BILL icon

Principal Financial Group’s BILL Holdings BILL Stock Holding History

Principal Financial Group’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.89M Sell
185,442
-15,852
-8% -$731K ﹤0.01% 1506
2026
Q2 		$7.28M Buy
201,294
+4,848
+2% +$179K ﹤0.01% 1539
2026
Q1 		$7.52M Buy
196,446
+4,963
+3% +$222K ﹤0.01% 1468
2025
Q4 		$10.4M Sell
191,483
-12,358
-6% -$635K 0.01% 1294
2025
Q3 		$10.8M Sell
203,841
-10,866
-5% -$505K 0.01% 1250
2025
Q2 		$9.9M Sell
214,707
-186,863
-47% -$8.26M 0.01% 1272
2025
Q1 		$18.4M Buy
401,570
+9,966
+3% +$670K 0.01% 887
2024
Q4 		$33.2M Buy
391,604
+384,217
+5,201% +$28.7M 0.02% 598
2024
Q3 		$390K Sell
7,387
-560
-7% -$28.8K ﹤0.01% 1995
2024
Q2 		$418K Sell
7,947
-615
-7% -$34.8K ﹤0.01% 1995
2024
Q1 		$588K Buy
8,562
+2,109
+33% +$147K ﹤0.01% 1952
2023
Q4 		$527K Sell
6,453
-1,609
-20% -$132K ﹤0.01% 1956
2023
Q3 		$875K Buy
8,062
+421
+6% +$47.9K ﹤0.01% 1858
2023
Q2 		$893K Sell
7,641
-2,241
-23% -$213K ﹤0.01% 1859
2023
Q1 		$802K Buy
9,882
+406
+4% +$37.7K ﹤0.01% 1885
2022
Q4 		$1.03M Sell
9,476
-1,327
-12% -$159K ﹤0.01% 1857
2022
Q3 		$1.43M Sell
10,803
-17,362
-62% -$2.49M ﹤0.01% 1779
2022
Q2 		$3.1M Buy
28,165
+1,273
+5% +$185K ﹤0.01% 1708
2022
Q1 		$6.1M Sell
26,892
-636
-2% -$133K ﹤0.01% 1601
2021
Q4 		$6.86M Buy
27,528
+19,383
+238% +$5.48M ﹤0.01% 1557
2021
Q3 		$2.17M Sell
8,145
-21,701
-73% -$5.01M ﹤0.01% 1853
2021
Q2 		$5.47M Buy
29,846
+21,598
+262% +$3.38M ﹤0.01% 1686
2021
Q1 		$1.2M Sell
8,248
-660
-7% -$98.9K ﹤0.01% 1956
2020
Q4 		$1.22M Buy
8,908
+2,026
+29% +$239K ﹤0.01% 1900
2020
Q3 		$690K Buy
6,882
+4,492
+188% +$409K ﹤0.01% 1945
2020
Q2 		$216K Buy
+2,390
New +$154K ﹤0.01% 2173
2020
Q1 		– Sell
-50,000
Closed -$1.9M – 2203
2019
Q4 		$1.9M Buy
+50,000
New +$1.9M ﹤0.01% 1735

Other funds holding BILL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group's BILL Position: Q3 2026 in Review

Principal Financial Group reduced its BILL Holdings (BILL) stake by 7.9% in Q3 2026, selling an estimated $731K and leaving 185,442 shares worth $7.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

Principal Financial Group first reported a position in BILL in Q4 2019 and has held it in 27 quarters since. The position peaked at $33.2M in Q4 2024. 187 funds tracked by Wall St. Rank hold BILL as of Q3 2026.

  • Principal Financial Group held 185,442 shares of BILL Holdings worth $7.89M as of Q3 2026.
  • Principal Financial Group sold 15,852 BILL Holdings shares in Q3 2026, an estimated $731K.
  • BILL Holdings made up ﹤0.01% of Principal Financial Group's portfolio in Q3 2026, its #1506 holding.
  • Principal Financial Group first reported a position in BILL Holdings in Q4 2019 and has held it in 27 quarters since.
  • Principal Financial Group's BILL Holdings position peaked at $33.2M in Q4 2024.
  • 187 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.