Principal Financial Group
BROS icon

Principal Financial Group’s Dutch Bros BROS Stock Holding History

Principal Financial Group’s Portfolio BROS Stock Details BROS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.9M Buy
332,868
+47,497
+17% +$2.73M 0.01% 882
2026
Q1 		$14.5M Buy
+285,371
New +$15.6M 0.01% 1111
2025
Q4 		– Sell
-68,056
Closed -$3.56M – 2196
2025
Q3 		$3.56M Sell
68,056
-32,768
-33% -$2.07M ﹤0.01% 1699
2025
Q2 		$6.89M Sell
100,824
-12,096
-11% -$789K ﹤0.01% 1437
2025
Q1 		$6.97M Sell
112,920
-21,643
-16% -$1.43M ﹤0.01% 1434
2024
Q4 		$7.05M Buy
134,563
+38,722
+40% +$1.71M ﹤0.01% 1459
2024
Q3 		$3.07M Sell
95,841
-656,641
-87% -$23.1M ﹤0.01% 1693
2024
Q2 		$31.2M Buy
752,482
+740,524
+6,193% +$25.4M 0.02% 627
2024
Q1 		$395K Buy
+11,958
New +$353K ﹤0.01% 2034

Other funds holding BROS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Principal Financial Group increased its Dutch Bros (BROS) stake by 17% in Q2 2026, buying an estimated $2.73M and bringing the position to 332,868 shares worth $23.9M. The position accounts for 0.01% of the portfolio, ranked #882.

Principal Financial Group first reported a position in BROS in Q1 2024 and has held it in 9 quarters since. The position peaked at $31.2M in Q2 2024. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Principal Financial Group held 332,868 shares of Dutch Bros worth $23.9M as of Q2 2026.
  • Principal Financial Group bought 47,497 Dutch Bros shares in Q2 2026, an estimated $2.73M.
  • Dutch Bros made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #882 holding.
  • Principal Financial Group first reported a position in Dutch Bros in Q1 2024 and has held it in 9 quarters since.
  • Principal Financial Group's Dutch Bros position peaked at $31.2M in Q2 2024.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

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