Principal Financial Group
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Principal Financial Group’s Gen Digital GEN Stock Holding History

Principal Financial Group’s Portfolio GEN Stock Details GEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.6M Sell
669,623
-11,389
-2% -$264K 0.01% 1203
2025
Q4 		$18.5M Buy
681,012
+16,450
+2% +$443K 0.01% 945
2025
Q3 		$18.9M Sell
664,562
-17,954
-3% -$537K 0.01% 900
2025
Q2 		$20.1M Sell
682,516
-15,750
-2% -$431K 0.01% 837
2025
Q1 		$18.5M Sell
698,266
-1,325
-0.2% -$36.3K 0.01% 884
2024
Q4 		$19.2M Sell
699,591
-43,114
-6% -$1.24M 0.01% 876
2024
Q3 		$20.4M Buy
742,705
+33,117
+5% +$850K 0.01% 834
2024
Q2 		$17.7M Sell
709,588
-54,623
-7% -$1.25M 0.01% 940
2024
Q1 		$17.1M Buy
764,211
+4,168
+0.5% +$92.4K 0.01% 1014
2023
Q4 		$17.3M Sell
760,043
-34,481
-4% -$683K 0.01% 963
2023
Q3 		$14M Sell
794,524
-4,923
-0.6% -$96.1K 0.01% 1021
2023
Q2 		$14.8M Buy
799,447
+15,194
+2% +$266K 0.01% 1030
2023
Q1 		$13.5M Sell
784,253
-2,172
-0.3% -$43.6K 0.01% 1107
2022
Q4 		$16.9M Buy
786,425
+21,558
+3% +$476K 0.01% 933
2022
Q3 		$15.4M Buy
764,867
+27,319
+4% +$632K 0.01% 936
2022
Q2 		$16.2M Buy
737,548
+21,141
+3% +$520K 0.01% 980
2022
Q1 		$19M Buy
716,407
+6,146
+0.9% +$169K 0.01% 946
2021
Q4 		$18.5M Sell
710,261
-17,810
-2% -$451K 0.01% 1012
2021
Q3 		$18.4M Buy
728,071
+7,681
+1% +$200K 0.01% 1018
2021
Q2 		$19.6M Sell
720,390
-6,774
-0.9% -$169K 0.01% 990
2021
Q1 		$15.5M Sell
727,164
-78,319
-10% -$1.64M 0.01% 1126
2020
Q4 		$16.7M Sell
805,483
-52,114
-6% -$1.05M 0.01% 902
2020
Q3 		$17.9M Buy
857,597
+12,265
+1% +$266K 0.02% 724
2020
Q2 		$16.8M Buy
845,332
+13,302
+2% +$271K 0.01% 747
2020
Q1 		$15.6M Buy
832,030
+15,028
+2% +$325K 0.02% 660
2019
Q4 		$20.9M Sell
817,002
-21,561
-3% -$527K 0.02% 772
2019
Q3 		$19.8M Sell
838,563
-68,799
-8% -$1.6M 0.02% 776
2019
Q2 		$19.7M Sell
907,362
-48,507
-5% -$1.04M 0.02% 775
2019
Q1 		$22M Buy
955,869
+10,510
+1% +$229K 0.02% 699
2018
Q4 		$17.9M Buy
945,359
+11,663
+1% +$241K 0.02% 778
2018
Q3 		$19.9M Buy
933,696
+10,061
+1% +$205K 0.02% 862
2018
Q2 		$19.1M Sell
923,635
-19,316
-2% -$464K 0.02% 857
2018
Q1 		$24.4M Buy
942,951
+39,418
+4% +$1.07M 0.02% 675
2017
Q4 		$25.4M Buy
903,533
+20,694
+2% +$619K 0.02% 670
2017
Q3 		$29M Sell
882,839
-18,015
-2% -$549K 0.03% 587
2017
Q2 		$25.4M Sell
900,854
-1,424,247
-61% -$43.1M 0.03% 645
2017
Q1 		$71.3M Buy
2,325,101
+186,985
+9% +$5.3M 0.09% 244
2016
Q4 		$51.1M Buy
2,138,116
+393,242
+23% +$9.66M 0.06% 305
2016
Q3 		$43.8M Buy
1,744,874
+839,304
+93% +$19.1M 0.06% 327
2016
Q2 		$18.6M Sell
905,570
-328,129
-27% -$5.91M 0.03% 658
2016
Q1 		$22.7M Sell
1,233,699
-4,604
-0.4% -$88.6K 0.03% 525
2015
Q4 		$26M Buy
1,238,303
+7,497
+0.6% +$152K 0.04% 455
2015
Q3 		$24M Sell
1,230,806
-190,413
-13% -$4.1M 0.04% 469
2015
Q2 		$33M Sell
1,421,219
-25,406
-2% -$620K 0.05% 376
2015
Q1 		$33.8M Buy
1,446,625
+232,227
+19% +$5.8M 0.05% 366
2014
Q4 		$31.2M Buy
1,214,398
+328,784
+37% +$8.18M 0.05% 378
2014
Q3 		$20.8M Buy
885,614
+17,624
+2% +$420K 0.04% 491
2014
Q2 		$19.9M Sell
867,990
-341,495
-28% -$7.26M 0.03% 526
2014
Q1 		$24.2M Sell
1,209,485
-3,126,519
-72% -$66.9M 0.04% 428
2013
Q4 		$102M Sell
4,336,004
-56,540
-1% -$1.32M 0.19% 142
2013
Q3 		$109M Buy
4,392,544
+50,773
+1% +$1.27M 0.22% 114
2013
Q2 		$97.6M Buy
+4,341,771
New +$102M 0.22% 124

Other funds holding GEN

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Principal Financial Group reduced its Gen Digital (GEN) stake by 1.7% in Q1 2026, selling an estimated $264K and leaving 669,623 shares worth $12.6M. The position accounts for 0.01% of the portfolio, ranked #1203.

Principal Financial Group first reported a position in GEN in Q2 2013 and has held it in 52 quarters since. The position peaked at $109M in Q3 2013. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Principal Financial Group held 669,623 shares of Gen Digital worth $12.6M as of Q1 2026.
  • Principal Financial Group sold 11,389 Gen Digital shares in Q1 2026, an estimated $264K.
  • Gen Digital made up 0.01% of Principal Financial Group's portfolio in Q1 2026, its #1203 holding.
  • Principal Financial Group first reported a position in Gen Digital in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's Gen Digital position peaked at $109M in Q3 2013.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

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