Principal Financial Group
BIRK icon

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
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 $3.61B AUM 21.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return