Principal Financial Group
CUBI icon

Principal Financial Group’s Customers Bancorp CUBI Stock Holding History

Principal Financial Group’s Portfolio CUBI Stock Details CUBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.6M Buy
247,896
+7,563
+3% +$572K 0.01% 1001
2026
Q1 		$16.7M Sell
240,333
-49,523
-17% -$3.6M 0.01% 1033
2025
Q4 		$21.2M Buy
289,856
+110,094
+61% +$7.55M 0.01% 871
2025
Q3 		$11.8M Buy
179,762
+34,081
+23% +$2.24M 0.01% 1196
2025
Q2 		$8.56M Buy
145,681
+480
+0.3% +$24.3K ﹤0.01% 1341
2025
Q1 		$7.29M Buy
145,201
+3,802
+3% +$200K ﹤0.01% 1412
2024
Q4 		$6.88M Buy
141,399
+2,418
+2% +$122K ﹤0.01% 1474
2024
Q3 		$6.46M Sell
138,981
-36,559
-21% -$1.9M ﹤0.01% 1475
2024
Q2 		$8.42M Sell
175,540
-1,844
-1% -$87K 0.01% 1360
2024
Q1 		$9.41M Buy
177,384
+29,974
+20% +$1.58M 0.01% 1340
2023
Q4 		$8.49M Sell
147,410
-4,888
-3% -$212K 0.01% 1369
2023
Q3 		$5.25M Sell
152,298
-14,904
-9% -$539K ﹤0.01% 1515
2023
Q2 		$5.06M Sell
167,202
-16,951
-9% -$380K ﹤0.01% 1521
2023
Q1 		$3.41M Sell
184,153
-2,714
-1% -$74K ﹤0.01% 1654
2022
Q4 		$5.3M Sell
186,867
-15,031
-7% -$468K ﹤0.01% 1515
2022
Q3 		$5.95M Sell
201,898
-23,762
-11% -$841K ﹤0.01% 1432
2022
Q2 		$7.65M Sell
225,660
-3,558
-2% -$145K 0.01% 1391
2022
Q1 		$12M Sell
229,218
-11,540
-5% -$703K 0.01% 1271
2021
Q4 		$15.7M Sell
240,758
-6,230
-3% -$342K 0.01% 1123
2021
Q3 		$10.6M Sell
246,988
-2,774
-1% -$108K 0.01% 1374
2021
Q2 		$9.74M Buy
249,762
+22,266
+10% +$802K 0.01% 1444
2021
Q1 		$7.24M Buy
227,496
+3,838
+2% +$101K 0.01% 1535
2020
Q4 		$4.07M Sell
223,658
-22,363
-9% -$355K ﹤0.01% 1639
2020
Q3 		$2.75M Buy
246,021
+9,458
+4% +$112K ﹤0.01% 1662
2020
Q2 		$2.84M Buy
236,563
+17,956
+8% +$200K ﹤0.01% 1613
2020
Q1 		$2.39M Sell
218,607
-9,042
-4% -$175K ﹤0.01% 1548
2019
Q4 		$5.42M Buy
227,649
+889
+0.4% +$20.4K ﹤0.01% 1510
2019
Q3 		$4.7M Sell
226,760
-3,051
-1% -$60.5K ﹤0.01% 1536
2019
Q2 		$4.83M Buy
229,811
+28
+0% +$584 ﹤0.01% 1539
2019
Q1 		$4.21M Sell
229,783
-6,764
-3% -$135K ﹤0.01% 1600
2018
Q4 		$4.3M Buy
236,547
+1,289
+0.5% +$25.8K ﹤0.01% 1555
2018
Q3 		$5.54M Buy
235,258
+4,593
+2% +$119K ﹤0.01% 1570
2018
Q2 		$6.55M Sell
230,665
-13,063
-5% -$390K 0.01% 1512
2018
Q1 		$7.11M Buy
243,728
+12,127
+5% +$364K 0.01% 1416
2017
Q4 		$6.02M Sell
231,601
-18,227
-7% -$517K 0.01% 1500
2017
Q3 		$8.15M Sell
249,828
-665
-0.3% -$19.2K 0.01% 1360
2017
Q2 		$7.08M Buy
250,493
+34,079
+16% +$1.01M 0.01% 1419
2017
Q1 		$6.82M Buy
216,414
+9,890
+5% +$336K 0.01% 1414
2016
Q4 		$7.4M Buy
206,524
+18,913
+10% +$559K 0.01% 1361
2016
Q3 		$4.72M Buy
187,611
+10,621
+6% +$275K 0.01% 1487
2016
Q2 		$4.45M Buy
+176,990
New +$4.5M 0.01% 1472

Other funds holding CUBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Principal Financial Group increased its Customers Bancorp (CUBI) stake by 3.1% in Q2 2026, buying an estimated $572K and bringing the position to 247,896 shares worth $19.6M. The position accounts for 0.01% of the portfolio, ranked #1001.

Principal Financial Group first reported a position in CUBI in Q2 2016 and has held it in 41 quarters since. The position peaked at $21.2M in Q4 2025. 297 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Principal Financial Group held 247,896 shares of Customers Bancorp worth $19.6M as of Q2 2026.
  • Principal Financial Group bought 7,563 Customers Bancorp shares in Q2 2026, an estimated $572K.
  • Customers Bancorp made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1001 holding.
  • Principal Financial Group first reported a position in Customers Bancorp in Q2 2016 and has held it in 41 quarters since.
  • Principal Financial Group's Customers Bancorp position peaked at $21.2M in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

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