Principal Financial Group
EVH icon

Principal Financial Group’s Evolent Health EVH Stock Holding History

Principal Financial Group’s Portfolio EVH Stock Details EVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-123,655
Closed -$1.39M – 2277
2025
Q2 		$1.39M Buy
123,655
+60,901
+97% +$559K ﹤0.01% 1845
2025
Q1 		$594K Buy
62,754
+299
+0.5% +$3.02K ﹤0.01% 1912
2024
Q4 		$703K Buy
62,455
+5,073
+9% +$89.2K ﹤0.01% 1920
2024
Q3 		$1.62M Buy
57,382
+41,788
+268% +$1.08M ﹤0.01% 1799
2024
Q2 		$298K Buy
15,594
+480
+3% +$12.3K ﹤0.01% 2059
2024
Q1 		$496K Buy
15,114
+2,398
+19% +$76.5K ﹤0.01% 1984
2023
Q4 		$420K Buy
12,716
+1,202
+10% +$34K ﹤0.01% 1990
2023
Q3 		$314K Sell
11,514
-104,781
-90% -$2.91M ﹤0.01% 2050
2023
Q2 		$3.52M Sell
116,295
-11,911
-9% -$385K ﹤0.01% 1643
2023
Q1 		$4.16M Buy
128,206
+88,680
+224% +$2.8M ﹤0.01% 1596
2022
Q4 		$1.11M Buy
39,526
+6,084
+18% +$174K ﹤0.01% 1845
2022
Q3 		$1.2M Sell
33,442
-571,111
-94% -$20.1M ﹤0.01% 1813
2022
Q2 		$18.6M Sell
604,553
-22,311
-4% -$650K 0.01% 870
2022
Q1 		$20.2M Buy
626,864
+247,386
+65% +$6.48M 0.01% 899
2021
Q4 		$10.5M Buy
379,478
+194,279
+105% +$5.57M 0.01% 1367
2021
Q3 		$5.74M Buy
185,199
+72,625
+65% +$1.74M ﹤0.01% 1633
2021
Q2 		$2.38M Buy
112,574
+93,552
+492% +$1.87M ﹤0.01% 1867
2021
Q1 		$384K Buy
19,022
+1,341
+8% +$25.5K ﹤0.01% 2214
2020
Q4 		$283K Buy
+17,681
New +$234K ﹤0.01% 2249
2018
Q4 		– Sell
-7,055
Closed -$200K – 2263
2018
Q3 		$200K Buy
+7,055
New +$168K ﹤0.01% 2171

Other funds holding EVH

CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group's EVH Position: Q3 2025 in Review

Principal Financial Group sold out of Evolent Health (EVH) in Q3 2025, closing a stake of 123,655 shares — an estimated $1.39M sold.

Principal Financial Group first reported a position in EVH in Q3 2018 and held it in 20 quarters. The position peaked at $20.2M in Q1 2022. 240 funds tracked by Wall St. Rank hold EVH as of Q3 2025.

  • Principal Financial Group reported no remaining Evolent Health position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 123,655 Evolent Health shares in Q3 2025, an estimated $1.39M.
  • Principal Financial Group first reported a position in Evolent Health in Q3 2018 and held it in 20 quarters.
  • Principal Financial Group's Evolent Health position peaked at $20.2M in Q1 2022.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.