Principal Financial Group
CLMB icon

Principal Financial Group’s Climb Global Solutions CLMB Stock Holding History

Principal Financial Group’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-50,016
Closed -$1.29M – 2204
2025
Q4 		$1.29M Buy
50,016
+15,832
+46% +$459K ﹤0.01% 1915
2025
Q3 		$1.15M Buy
34,184
+26,444
+342% +$784K ﹤0.01% 1904
2025
Q2 		$207K Buy
+7,740
New +$204K ﹤0.01% 2124

Other funds holding CLMB

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Principal Financial Group sold out of Climb Global Solutions (CLMB) in Q1 2026, closing a stake of 50,016 shares — an estimated $1.29M sold.

Principal Financial Group first reported a position in CLMB in Q2 2025 and held it in 3 quarters. The position peaked at $1.29M in Q4 2025. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • Principal Financial Group reported no remaining Climb Global Solutions position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 50,016 Climb Global Solutions shares in Q1 2026, an estimated $1.29M.
  • Principal Financial Group first reported a position in Climb Global Solutions in Q2 2025 and held it in 3 quarters.
  • Principal Financial Group's Climb Global Solutions position peaked at $1.29M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

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