Principal Financial Group
CON

Principal Financial Group’s Concentra Group Holdings CON Stock Holding History

Principal Financial Group’s Portfolio CON Stock Details CON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$78.2M Sell
2,629,375
-39,137
-1% -$973K 0.04% 375
2026
Q1 		$57.2M Buy
2,668,512
+41,891
+2% +$932K 0.03% 445
2025
Q4 		$51.7M Sell
2,626,621
-152,774
-5% -$3.06M 0.03% 454
2025
Q3 		$58.2M Sell
2,779,395
-25,538
-0.9% -$545K 0.03% 425
2025
Q2 		$57.7M Buy
2,804,933
+364,008
+15% +$7.77M 0.03% 417
2025
Q1 		$53M Buy
2,440,925
+196,971
+9% +$4.33M 0.03% 432
2024
Q4 		$44.4M Buy
+2,243,954
New +$46.4M 0.02% 496

Other funds holding CON

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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Principal Financial Group reduced its Concentra Group Holdings (CON) stake by 1.5% in Q2 2026, selling an estimated $973K and leaving 2,629,375 shares worth $78.2M. The position accounts for 0.04% of the portfolio, ranked #375.

Principal Financial Group first reported a position in CON in Q4 2024 and has held it in 7 quarters since. 292 funds tracked by Wall St. Rank hold CON as of Q2 2026.

  • Principal Financial Group held 2,629,375 shares of Concentra Group Holdings worth $78.2M as of Q2 2026.
  • Principal Financial Group sold 39,137 Concentra Group Holdings shares in Q2 2026, an estimated $973K.
  • Concentra Group Holdings made up 0.04% of Principal Financial Group's portfolio in Q2 2026, its #375 holding.
  • Principal Financial Group first reported a position in Concentra Group Holdings in Q4 2024 and has held it in 7 quarters since.
  • 292 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q2 2026.

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