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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Principal Financial Group increased its Concentra Group Holdings (CON) stake by 1.6% in Q1 2026, buying an estimated $932K and bringing the position to 2,668,512 shares worth $57.2M. The position accounts for 0.03% of the portfolio, ranked #445.

Principal Financial Group first reported a position in CON in Q4 2024 and has held it in 6 quarters since. The position peaked at $58.2M in Q3 2025. 279 funds tracked by Wall St. Rank hold CON as of Q1 2026.

  • Principal Financial Group held 2,668,512 shares of Concentra Group Holdings worth $57.2M as of Q1 2026.
  • Principal Financial Group bought 41,891 Concentra Group Holdings shares in Q1 2026, an estimated $932K.
  • Concentra Group Holdings made up 0.03% of Principal Financial Group's portfolio in Q1 2026, its #445 holding.
  • Principal Financial Group first reported a position in Concentra Group Holdings in Q4 2024 and has held it in 6 quarters since.
  • Principal Financial Group's Concentra Group Holdings position peaked at $58.2M in Q3 2025.
  • 279 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q1 2026.

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