Principal Financial Group
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Principal Financial Group’s Broadridge BR Stock Holding History

Principal Financial Group’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.4M Sell
150,280
-131,872
-47% -$25.1M 0.01% 805
2025
Q4 		$63M Sell
282,152
-104,871
-27% -$23.9M 0.03% 399
2025
Q3 		$92.2M Sell
387,023
-10,579
-3% -$2.63M 0.05% 298
2025
Q2 		$96.6M Sell
397,602
-7,228
-2% -$1.72M 0.05% 290
2025
Q1 		$98.2M Buy
404,830
+247,157
+157% +$58.2M 0.06% 278
2024
Q4 		$35.6M Buy
157,673
+28
+0% +$6.27K 0.02% 576
2024
Q3 		$33.9M Buy
157,645
+6,552
+4% +$1.37M 0.02% 600
2024
Q2 		$29.8M Buy
151,093
+6,599
+5% +$1.31M 0.02% 650
2024
Q1 		$29.6M Buy
144,494
+2,296
+2% +$463K 0.02% 686
2023
Q4 		$29.3M Sell
142,198
-3,553
-2% -$655K 0.02% 650
2023
Q3 		$26.1M Buy
145,751
+4,643
+3% +$822K 0.02% 662
2023
Q2 		$23.4M Sell
141,108
-19,335
-12% -$2.93M 0.02% 760
2023
Q1 		$23.5M Buy
160,443
+403
+0.3% +$57.7K 0.02% 749
2022
Q4 		$21.5M Sell
160,040
-1,721
-1% -$244K 0.02% 780
2022
Q3 		$23.3M Buy
161,761
+10,520
+7% +$1.71M 0.02% 676
2022
Q2 		$21.6M Buy
151,241
+4,584
+3% +$665K 0.02% 766
2022
Q1 		$22.8M Sell
146,657
-6,937
-5% -$1.06M 0.01% 830
2021
Q4 		$28.1M Sell
153,594
-2,401
-2% -$422K 0.02% 723
2021
Q3 		$26M Sell
155,995
-149
-0.1% -$25.4K 0.02% 747
2021
Q2 		$25.2M Buy
156,144
+3,092
+2% +$494K 0.02% 782
2021
Q1 		$23.4M Sell
153,052
-25,035
-14% -$3.7M 0.02% 795
2020
Q4 		$27.3M Sell
178,087
-119,761
-40% -$17.4M 0.02% 605
2020
Q3 		$39.3M Sell
297,848
-57,782
-16% -$7.72M 0.03% 403
2020
Q2 		$44.9M Buy
355,630
+7,579
+2% +$878K 0.04% 362
2020
Q1 		$33M Sell
348,051
-92,016
-21% -$10.5M 0.04% 398
2019
Q4 		$54.4M Buy
440,067
+18,533
+4% +$2.27M 0.05% 371
2019
Q3 		$52.5M Sell
421,534
-14,431
-3% -$1.86M 0.05% 378
2019
Q2 		$55.7M Buy
435,965
+7,572
+2% +$912K 0.05% 354
2019
Q1 		$44.4M Sell
428,393
-9,523
-2% -$955K 0.04% 424
2018
Q4 		$42.1M Sell
437,916
-76,437
-15% -$8.28M 0.04% 400
2018
Q3 		$67.9M Sell
514,353
-166,914
-25% -$21.2M 0.06% 338
2018
Q2 		$78.4M Sell
681,267
-476,876
-41% -$53.8M 0.07% 295
2018
Q1 		$127M Sell
1,158,143
-166,354
-13% -$16.5M 0.12% 214
2017
Q4 		$120M Sell
1,324,497
-137,038
-9% -$12M 0.11% 235
2017
Q3 		$118M Buy
1,461,535
+53,439
+4% +$4.12M 0.11% 228
2017
Q2 		$106M Buy
1,408,096
+674,307
+92% +$48.7M 0.11% 240
2017
Q1 		$49.9M Buy
733,789
+4,919
+0.7% +$334K 0.06% 331
2016
Q4 		$48.3M Buy
728,870
+4,783
+0.7% +$311K 0.06% 315
2016
Q3 		$49.1M Buy
724,087
+47,450
+7% +$3.24M 0.06% 294
2016
Q2 		$44.1M Buy
676,637
+21,879
+3% +$1.36M 0.06% 295
2016
Q1 		$38.8M Buy
654,758
+21,634
+3% +$1.18M 0.06% 323
2015
Q4 		$34M Buy
633,124
+53,851
+9% +$3.02M 0.05% 353
2015
Q3 		$32.1M Sell
579,273
-39,764
-6% -$2.14M 0.05% 358
2015
Q2 		$31M Buy
619,037
+212,094
+52% +$11.3M 0.05% 402
2015
Q1 		$22.4M Sell
406,943
-53,399
-12% -$2.71M 0.03% 491
2014
Q4 		$21.3M Buy
460,342
+60,238
+15% +$2.64M 0.03% 509
2014
Q3 		$16.7M Buy
400,104
+10,512
+3% +$437K 0.03% 600
2014
Q2 		$16.2M Buy
389,592
+8,461
+2% +$331K 0.03% 641
2014
Q1 		$14.2M Buy
381,131
+14,061
+4% +$527K 0.03% 691
2013
Q4 		$14.5M Buy
367,070
+82,102
+29% +$2.97M 0.03% 648
2013
Q3 		$9.05M Sell
284,968
-29,051
-9% -$863K 0.02% 871
2013
Q2 		$8.35M Buy
+314,019
New +$8.08M 0.02% 866

Other funds holding BR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group's BR Position: Q1 2026 in Review

Principal Financial Group reduced its Broadridge (BR) stake by 47% in Q1 2026, selling an estimated $25.1M and leaving 150,280 shares worth $24.4M. The position accounts for 0.01% of the portfolio, ranked #805.

Principal Financial Group first reported a position in BR in Q2 2013 and has held it in 52 quarters since. The position peaked at $127M in Q1 2018. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Principal Financial Group held 150,280 shares of Broadridge worth $24.4M as of Q1 2026.
  • Principal Financial Group sold 131,872 Broadridge shares in Q1 2026, an estimated $25.1M.
  • Broadridge made up 0.01% of Principal Financial Group's portfolio in Q1 2026, its #805 holding.
  • Principal Financial Group first reported a position in Broadridge in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's Broadridge position peaked at $127M in Q1 2018.
  • 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.