Principal Financial Group
CBZ icon

Principal Financial Group’s CBIZ CBZ Stock Holding History

Principal Financial Group’s Portfolio CBZ Stock Details CBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,783
Closed -$200K – 2198
2025
Q3 		$200K Buy
3,783
+55
+1% +$3.55K ﹤0.01% 2172
2025
Q2 		$267K Sell
3,728
-28,038
-88% -$2.03M ﹤0.01% 2095
2025
Q1 		$2.41M Buy
31,766
+243
+0.8% +$19.5K ﹤0.01% 1736
2024
Q4 		$2.58M Buy
31,523
+3,663
+13% +$274K ﹤0.01% 1757
2024
Q3 		$1.87M Buy
27,860
+5,717
+26% +$415K ﹤0.01% 1771
2024
Q2 		$1.64M Buy
22,143
+2,684
+14% +$203K ﹤0.01% 1801
2024
Q1 		$1.53M Buy
19,459
+3,179
+20% +$221K ﹤0.01% 1812
2023
Q4 		$1.02M Buy
16,280
+3,890
+31% +$220K ﹤0.01% 1839
2023
Q3 		$643K Buy
12,390
+1,947
+19% +$105K ﹤0.01% 1905
2023
Q2 		$556K Sell
10,443
-983
-9% -$50.6K ﹤0.01% 1929
2023
Q1 		$565K Sell
11,426
-1,506
-12% -$72.5K ﹤0.01% 1945
2022
Q4 		$606K Sell
12,932
-3,080
-19% -$146K ﹤0.01% 1934
2022
Q3 		$685K Sell
16,012
-16,446
-51% -$719K ﹤0.01% 1901
2022
Q2 		$1.3M Buy
32,458
+4,073
+14% +$165K ﹤0.01% 1873
2022
Q1 		$1.19M Sell
28,385
-14,349
-34% -$562K ﹤0.01% 1948
2021
Q4 		$1.67M Buy
+42,734
New +$1.59M ﹤0.01% 1886
2021
Q2 		– Sell
-6,337
Closed -$207K – 2608
2021
Q1 		$207K Buy
+6,337
New +$187K ﹤0.01% 2377
2019
Q2 		– Sell
-26,709
Closed -$541K – 2235
2019
Q1 		$541K Sell
26,709
-120
-0.4% -$2.43K ﹤0.01% 1918
2018
Q4 		$529K Buy
26,829
+16,309
+155% +$349K ﹤0.01% 1905
2018
Q3 		$249K Buy
10,520
+150
+1% +$3.47K ﹤0.01% 2121
2018
Q2 		$239K Sell
10,370
-9,683
-48% -$196K ﹤0.01% 2123
2018
Q1 		$366K Buy
20,053
+1,883
+10% +$32.8K ﹤0.01% 1989
2017
Q4 		$281K Buy
18,170
+438
+2% +$6.89K ﹤0.01% 2060
2017
Q3 		$288K Sell
17,732
-10,364
-37% -$156K ﹤0.01% 2031
2017
Q2 		$421K Buy
+28,096
New +$421K ﹤0.01% 1980
2015
Q3 		– Sell
-12,971
Closed -$125K – 2190
2015
Q2 		$125K Buy
12,971
+1,502
+13% +$14K ﹤0.01% 2111
2015
Q1 		$107K Buy
11,469
+1,151
+11% +$10.1K ﹤0.01% 2097
2014
Q4 		$88K Sell
10,318
-2,644
-20% -$22.8K ﹤0.01% 2123
2014
Q3 		$102K Hold
12,962
– – ﹤0.01% 2138
2014
Q2 		$117K Sell
12,962
-2,739
-17% -$23.9K ﹤0.01% 2188
2014
Q1 		$144K Sell
15,701
-322
-2% -$2.89K ﹤0.01% 2192
2013
Q4 		$146K Sell
16,023
-296
-2% -$2.5K ﹤0.01% 2210
2013
Q3 		$121K Sell
16,319
-1,044
-6% -$7.49K ﹤0.01% 2205
2013
Q2 		$117K Buy
+17,363
New +$113K ﹤0.01% 2186

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group's CBZ Position: Q4 2025 in Review

Principal Financial Group sold out of CBIZ (CBZ) in Q4 2025, closing a stake of 3,783 shares — an estimated $200K sold.

Principal Financial Group first reported a position in CBZ in Q2 2013 and held it in 34 quarters. The position peaked at $2.58M in Q4 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q4 2025.

  • Principal Financial Group reported no remaining CBIZ position as of Q4 2025 after selling out during the quarter.
  • Principal Financial Group sold 3,783 CBIZ shares in Q4 2025, an estimated $200K.
  • Principal Financial Group first reported a position in CBIZ in Q2 2013 and held it in 34 quarters.
  • Principal Financial Group's CBIZ position peaked at $2.58M in Q4 2024.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q4 2025.

Based on Principal Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.