Principal Financial Group’s Birkenstock BIRK Stock Holding History

Principal Financial Group’s Portfolio BIRK Stock Details BIRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.4M	Sell	404,538 -69,703	-15%	-$2.82M	0.01%	1081
2026 Q1	$17M	Sell	474,241 -450,820	-49%	-$17.6M	0.01%	1025
2025 Q4	$37.8M	Buy	925,061 +170,034	+23%	+$7.2M	0.02%	564
2025 Q3	$34.2M	Sell	755,027 -232	-0%	-$11.4K	0.02%	606
2025 Q2	$37.1M	Buy	755,259 +8,543	+1%	+$439K	0.02%	556
2025 Q1	$34.2M	Buy	746,716 +203,918	+38%	+$10.7M	0.02%	558
2024 Q4	$30.8M	Buy	542,798 +463,191	+582%	+$23.5M	0.02%	633
2024 Q3	$3.92M	Buy	79,607 +155	+0.2%	+$8.43K	﹤0.01%	1635
2024 Q2	$4.32M	Buy	+79,452	New	+$3.94M	﹤0.01%	1589

Other funds holding BIRK

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Principal Financial Group reduced its Birkenstock (BIRK) stake by 15% in Q2 2026, selling an estimated $2.82M and leaving 404,538 shares worth $17.4M. The position accounts for 0.01% of the portfolio, ranked #1081.

Principal Financial Group first reported a position in BIRK in Q2 2024 and has held it in 9 quarters since. The position peaked at $37.8M in Q4 2025. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Principal Financial Group held 404,538 shares of Birkenstock worth $17.4M as of Q2 2026.
Principal Financial Group sold 69,703 Birkenstock shares in Q2 2026, an estimated $2.82M.
Birkenstock made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1081 holding.
Principal Financial Group first reported a position in Birkenstock in Q2 2024 and has held it in 9 quarters since.
Principal Financial Group's Birkenstock position peaked at $37.8M in Q4 2025.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

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