Principal Financial Group
COMP icon

Principal Financial Group’s Compass COMP Stock Holding History

Principal Financial Group’s Portfolio COMP Stock Details COMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.45M Buy
1,293,224
+342,246
+36% +$3.6M 0.01% 1360
2025
Q4 		$10.1M Buy
950,978
+313,985
+49% +$2.86M 0.01% 1315
2025
Q3 		$5.12M Buy
636,993
+604,560
+1,864% +$4.9M ﹤0.01% 1574
2025
Q2 		$204K Buy
32,433
+3,040
+10% +$20.8K ﹤0.01% 2128
2025
Q1 		$257K Sell
29,393
-1,657
-5% -$13.1K ﹤0.01% 2018
2024
Q4 		$182K Sell
31,050
-4,232
-12% -$26.8K ﹤0.01% 2110
2024
Q3 		$216K Sell
35,282
-13,974
-28% -$68.7K ﹤0.01% 2089
2024
Q2 		$177K Buy
49,256
+11,789
+31% +$43.2K ﹤0.01% 2156
2024
Q1 		$135K Buy
37,467
+4,151
+12% +$14.7K ﹤0.01% 2238
2023
Q4 		$125K Buy
33,316
+12
+0% +$30 ﹤0.01% 2235
2023
Q3 		$96.6K Sell
33,304
-1,455
-4% -$5.14K ﹤0.01% 2288
2023
Q2 		$122K Buy
34,759
+4,406
+15% +$14.4K ﹤0.01% 2260
2023
Q1 		$98K Sell
30,353
-2,713
-8% -$9.3K ﹤0.01% 2302
2022
Q4 		$77K Sell
33,066
-5,956
-15% -$15.6K ﹤0.01% 2335
2022
Q3 		$91K Sell
39,022
-1,419
-4% -$5.04K ﹤0.01% 2347
2022
Q2 		$146K Buy
+40,441
New +$221K ﹤0.01% 2344

Other funds holding COMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $775M AUM 28.52% 1-Year Est. Return