Principal Financial Group’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.5M | Sell |
125,299
-13,726
| -10% | -$2.96M | 0.01% | 911 |
|
|
2026
Q1 | $31.8M | Buy |
139,025
+4,345
| +3% | +$909K | 0.02% | 661 |
|
|
2025
Q4 | $25.4M | Sell |
134,680
-36,701
| -21% | -$5.97M | 0.01% | 750 |
|
|
2025
Q3 | $26.5M | Sell |
171,381
-41,390
| -19% | -$5.86M | 0.01% | 710 |
|
|
2025
Q2 | $27.9M | Buy |
212,771
+85,262
| +67% | +$8.3M | 0.01% | 673 |
|
|
2025
Q1 | $9.55M | Sell |
127,509
-322
| -0.3% | -$28.3K | 0.01% | 1285 |
|
|
2024
Q4 | $13.4M | Sell |
127,831
-729
| -0.6% | -$69.7K | 0.01% | 1121 |
|
|
2024
Q3 | $11.4M | Sell |
128,560
-55,722
| -30% | -$4.69M | 0.01% | 1201 |
|
|
2024
Q2 | $20.1M | Sell |
184,282
-24,428
| -12% | -$3.38M | 0.01% | 850 |
|
|
2024
Q1 | $37.9M | Buy |
208,710
+2,143
| +1% | +$413K | 0.02% | 579 |
|
|
2023
Q4 | $44M | Sell |
206,567
-1,165
| -0.6% | -$214K | 0.03% | 487 |
|
|
2023
Q3 | $33.4M | Sell |
207,732
-3,679
| -2% | -$672K | 0.02% | 546 |
|
|
2023
Q2 | $41.6M | Sell |
211,411
-89,243
| -30% | -$17.4M | 0.03% | 484 |
|
|
2023
Q1 | $61.9M | Sell |
300,654
-9,267
| -3% | -$1.83M | 0.04% | 355 |
|
|
2022
Q4 | $54.8M | Buy |
309,921
+93,421
| +43% | +$14.7M | 0.04% | 372 |
|
|
2022
Q3 | $29.8M | Sell |
216,500
-3,775
| -2% | -$496K | 0.02% | 541 |
|
|
2022
Q2 | $25M | Buy |
220,275
+29,764
| +16% | +$4.28M | 0.02% | 682 |
|
|
2022
Q1 | $30.2M | Sell |
190,511
-2,070
| -1% | -$345K | 0.02% | 659 |
|
|
2021
Q4 | $39.8M | Sell |
192,581
-2,301
| -1% | -$453K | 0.02% | 546 |
|
|
2021
Q3 | $34.5M | Sell |
194,882
-128,862
| -40% | -$25.7M | 0.02% | 582 |
|
|
2021
Q2 | $62.6M | Sell |
323,744
-17,370
| -5% | -$3.32M | 0.04% | 375 |
|
|
2021
Q1 | $65.1M | Buy |
341,114
+169,876
| +99% | +$32M | 0.05% | 346 |
|
|
2020
Q4 | $30M | Buy |
171,238
+304
| +0.2% | +$45K | 0.02% | 564 |
|
|
2020
Q3 | $21.7M | Sell |
170,934
-3,702
| -2% | -$421K | 0.02% | 629 |
|
|
2020
Q2 | $18.7M | Buy |
174,636
+10,082
| +6% | +$945K | 0.02% | 688 |
|
|
2020
Q1 | $11.6M | Sell |
164,554
-73,845
| -31% | -$7.51M | 0.01% | 820 |
|
|
2019
Q4 | $30.5M | Sell |
238,399
-832
| -0.3% | -$104K | 0.03% | 568 |
|
|
2019
Q3 | $30.2M | Sell |
239,231
-10,189
| -4% | -$1.24M | 0.03% | 541 |
|
|
2019
Q2 | $29.9M | Buy |
249,420
+2,717
| +1% | +$358K | 0.03% | 553 |
|
|
2019
Q1 | $30.7M | Sell |
246,703
-1,426
| -0.6% | -$173K | 0.03% | 537 |
|
|
2018
Q4 | $25.4M | Sell |
248,129
-35,958
| -13% | -$3.97M | 0.03% | 581 |
|
|
2018
Q3 | $36.9M | Buy |
284,087
+9,697
| +4% | +$1.08M | 0.03% | 523 |
|
|
2018
Q2 | $26.8M | Sell |
274,390
-191,389
| -41% | -$15.4M | 0.02% | 636 |
|
|
2018
Q1 | $34.2M | Buy |
465,779
+12,702
| +3% | +$856K | 0.03% | 516 |
|
|
2017
Q4 | $30M | Sell |
453,077
-6,440
| -1% | -$387K | 0.03% | 591 |
|
|
2017
Q3 | $25.2M | Sell |
459,517
-3,559
| -0.8% | -$174K | 0.02% | 650 |
|
|
2017
Q2 | $22.9M | Buy |
463,076
+6,207
| +1% | +$306K | 0.02% | 697 |
|
|
2017
Q1 | $19.8M | Buy |
456,869
+15,191
| +3% | +$604K | 0.02% | 718 |
|
|
2016
Q4 | $17.6M | Buy |
441,678
+27,015
| +7% | +$1.06M | 0.02% | 776 |
|
|
2016
Q3 | $16.7M | Buy |
414,663
+22,221
| +6% | +$1.03M | 0.02% | 776 |
|
|
2016
Q2 | $18.2M | Buy |
392,442
+11,459
| +3% | +$479K | 0.03% | 666 |
|
|
2016
Q1 | $15.8M | Buy |
380,983
+14,943
| +4% | +$546K | 0.02% | 713 |
|
|
2015
Q4 | $11.8M | Buy |
366,040
+359,036
| +5,126% | +$11.5M | 0.02% | 851 |
|
|
2015
Q3 | $235K | Sell |
7,004
-1,209
| -15% | -$43.9K | ﹤0.01% | 1992 |
|
|
2015
Q2 | $325K | Sell |
8,213
-1,665
| -17% | -$60.5K | ﹤0.01% | 1936 |
|
|
2015
Q1 | $352K | Buy |
9,878
+1,249
| +14% | +$41.7K | ﹤0.01% | 1884 |
|
|
2014
Q4 | $352K | Sell |
8,629
-1,517
| -15% | -$61.4K | ﹤0.01% | 1907 |
|
|
2014
Q3 | $402K | Buy |
10,146
+206
| +2% | +$8K | ﹤0.01% | 1872 |
|
|
2014
Q2 | $397K | Sell |
9,940
-431
| -4% | -$16.5K | ﹤0.01% | 1899 |
|
|
2014
Q1 | $441K | Sell |
10,371
-99
| -0.9% | -$3.8K | ﹤0.01% | 1890 |
|
|
2013
Q4 | $452K | Buy |
10,470
+1,360
| +15% | +$65.2K | ﹤0.01% | 1897 |
|
|
2013
Q3 | $399K | Sell |
9,110
-516
| -5% | -$20.7K | ﹤0.01% | 1889 |
|
|
2013
Q2 | $354K | Buy |
+9,626
| New | +$358K | ﹤0.01% | 1897 |
|
Other funds holding FIVE
Principal Financial Group's FIVE Position: Q2 2026 in Review
Principal Financial Group reduced its Five Below (FIVE) stake by 9.9% in Q2 2026, selling an estimated $2.96M and leaving 125,299 shares worth $22.5M. The position accounts for 0.01% of the portfolio, ranked #911.
Principal Financial Group first reported a position in FIVE in Q2 2013 and has held it in 53 quarters since. The position peaked at $65.1M in Q1 2021. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.
- Principal Financial Group held 125,299 shares of Five Below worth $22.5M as of Q2 2026.
- Principal Financial Group sold 13,726 Five Below shares in Q2 2026, an estimated $2.96M.
- Five Below made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #911 holding.
- Principal Financial Group first reported a position in Five Below in Q2 2013 and has held it in 53 quarters since.
- Principal Financial Group's Five Below position peaked at $65.1M in Q1 2021.
- 612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.