Principal Financial Group
FWRD icon

Principal Financial Group’s Forward Air FWRD Stock Holding History

Principal Financial Group’s Portfolio FWRD Stock Details FWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-108,143
Closed -$1.81M – 2190
2026
Q1 		$1.81M Buy
108,143
+2,302
+2% +$56K ﹤0.01% 1849
2025
Q4 		$2.65M Buy
105,841
+237
+0.2% +$5.33K ﹤0.01% 1791
2025
Q3 		$2.71M Buy
105,604
+1,394
+1% +$40.1K ﹤0.01% 1762
2025
Q2 		$2.56M Buy
104,210
+4,389
+4% +$78K ﹤0.01% 1758
2025
Q1 		$2.01M Buy
99,821
+2,673
+3% +$73.7K ﹤0.01% 1769
2024
Q4 		$3.13M Buy
97,148
+6,629
+7% +$231K ﹤0.01% 1713
2024
Q3 		$3.2M Sell
90,519
-104,355
-54% -$2.96M ﹤0.01% 1688
2024
Q2 		$3.71M Buy
194,874
+362
+0.2% +$7.48K ﹤0.01% 1640
2024
Q1 		$6.05M Buy
194,512
+53,310
+38% +$2.23M ﹤0.01% 1512
2023
Q4 		$8.88M Sell
141,202
-2,055
-1% -$138K 0.01% 1348
2023
Q3 		$9.85M Sell
143,257
-8,345
-6% -$735K 0.01% 1238
2023
Q2 		$16.1M Sell
151,602
-13,716
-8% -$1.4M 0.01% 983
2023
Q1 		$17.8M Sell
165,318
-4,614
-3% -$484K 0.01% 915
2022
Q4 		$17.8M Sell
169,932
-1,345
-0.8% -$141K 0.01% 896
2022
Q3 		$15.5M Sell
171,277
-9,916
-5% -$973K 0.01% 933
2022
Q2 		$16.7M Sell
181,193
-19,813
-10% -$1.84M 0.01% 965
2022
Q1 		$19.7M Sell
201,006
-9,115
-4% -$960K 0.01% 919
2021
Q4 		$25.4M Sell
210,121
-18,659
-8% -$1.91M 0.02% 783
2021
Q3 		$19M Sell
228,780
-1,133
-0.5% -$99.1K 0.01% 994
2021
Q2 		$20.6M Buy
229,913
+6,935
+3% +$639K 0.01% 949
2021
Q1 		$19.8M Buy
222,978
+1,932
+0.9% +$162K 0.01% 917
2020
Q4 		$17M Sell
221,046
-1,191
-0.5% -$82.6K 0.01% 893
2020
Q3 		$12.8M Sell
222,237
-3,051
-1% -$167K 0.01% 919
2020
Q2 		$11.2M Sell
225,288
-9,257
-4% -$454K 0.01% 990
2020
Q1 		$11.9M Sell
234,545
-8,555
-4% -$520K 0.01% 804
2019
Q4 		$17M Buy
243,100
+1,519
+0.6% +$103K 0.01% 927
2019
Q3 		$15.4M Sell
241,581
-5,173
-2% -$317K 0.01% 957
2019
Q2 		$14.6M Sell
246,754
-2,475
-1% -$152K 0.01% 1010
2019
Q1 		$16.1M Sell
249,229
-5,574
-2% -$341K 0.02% 933
2018
Q4 		$14M Sell
254,803
-5,501
-2% -$338K 0.01% 944
2018
Q3 		$18.7M Buy
260,304
+10,009
+4% +$636K 0.02% 901
2018
Q2 		$14.8M Buy
250,295
+3,023
+1% +$173K 0.01% 1041
2018
Q1 		$13.1M Buy
247,272
+4,751
+2% +$271K 0.01% 1093
2017
Q4 		$13.9M Sell
242,521
-630
-0.3% -$36K 0.01% 1060
2017
Q3 		$13.9M Buy
243,151
+274
+0.1% +$14.5K 0.01% 1033
2017
Q2 		$12.9M Sell
242,877
-2,079
-0.8% -$106K 0.01% 1067
2017
Q1 		$11.7M Buy
244,956
+10,130
+4% +$491K 0.01% 1088
2016
Q4 		$11.1M Buy
234,826
+7,753
+3% +$355K 0.01% 1099
2016
Q3 		$9.82M Buy
227,073
+12,790
+6% +$581K 0.01% 1133
2016
Q2 		$9.54M Buy
214,283
+5,082
+2% +$229K 0.01% 1079
2016
Q1 		$9.48M Buy
209,201
+6,152
+3% +$259K 0.01% 1031
2015
Q4 		$8.73M Buy
203,049
+1,664
+0.8% +$74.6K 0.01% 1044
2015
Q3 		$8.36M Buy
201,385
+7,231
+4% +$342K 0.01% 1046
2015
Q2 		$10.1M Sell
194,154
-588
-0.3% -$31K 0.02% 980
2015
Q1 		$10.6M Buy
194,742
+4,337
+2% +$222K 0.02% 933
2014
Q4 		$9.59M Sell
190,405
-1,565
-0.8% -$75.2K 0.01% 980
2014
Q3 		$8.61M Sell
191,970
-4,444
-2% -$208K 0.01% 1004
2014
Q2 		$9.4M Buy
196,414
+593
+0.3% +$26.6K 0.02% 972
2014
Q1 		$9.03M Buy
195,821
+7,480
+4% +$331K 0.02% 981
2013
Q4 		$8.27M Buy
188,341
+12,681
+7% +$528K 0.02% 1015
2013
Q3 		$7.09M Buy
175,660
+5,558
+3% +$212K 0.01% 1034
2013
Q2 		$6.51M Buy
+170,102
New +$6.45M 0.01% 1023

Other funds holding FWRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
AP
AlpInvest Partners Amsterdam, Netherlands $59.9M AUM 0.03% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

Principal Financial Group sold out of Forward Air (FWRD) in Q2 2026, closing a stake of 108,143 shares — an estimated $1.81M sold.

Principal Financial Group first reported a position in FWRD in Q2 2013 and held it in 52 quarters. The position peaked at $25.4M in Q4 2021. 53 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Principal Financial Group reported no remaining Forward Air position as of Q2 2026 after selling out during the quarter.
  • Principal Financial Group sold 108,143 Forward Air shares in Q2 2026, an estimated $1.81M.
  • Principal Financial Group first reported a position in Forward Air in Q2 2013 and held it in 52 quarters.
  • Principal Financial Group's Forward Air position peaked at $25.4M in Q4 2021.
  • 53 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

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