Principal Financial Group
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Principal Financial Group’s BrightSpring Health Services BTSG Stock Holding History

Principal Financial Group’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$66.2M Buy
948,971
+144,596
+18% +$8.03M 0.03% 426
2026
Q1 		$34.3M Buy
804,375
+71,464
+10% +$2.88M 0.02% 622
2025
Q4 		$27.4M Buy
732,911
+602,601
+462% +$20.2M 0.01% 708
2025
Q3 		$3.85M Sell
130,310
-71,499
-35% -$1.66M ﹤0.01% 1680
2025
Q2 		$4.76M Buy
+201,809
New +$4.21M ﹤0.01% 1592

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 BTSG Position: Q2 2026 in Review

Principal Financial Group increased its BrightSpring Health Services (BTSG) stake by 18% in Q2 2026, buying an estimated $8.03M and bringing the position to 948,971 shares worth $66.2M. The position accounts for 0.03% of the portfolio, ranked #426.

Principal Financial Group first reported a position in BTSG in Q2 2025 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Principal Financial Group held 948,971 shares of BrightSpring Health Services worth $66.2M as of Q2 2026.
  • Principal Financial Group bought 144,596 BrightSpring Health Services shares in Q2 2026, an estimated $8.03M.
  • BrightSpring Health Services made up 0.03% of Principal Financial Group's portfolio in Q2 2026, its #426 holding.
  • Principal Financial Group first reported a position in BrightSpring Health Services in Q2 2025 and has held it in 5 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

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