Principal Financial Group
HES

Principal Financial Group’s Hess HES Stock Holding History

Principal Financial Group’s Portfolio HES Stock Details HES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-306,763
Closed -$42.5M – 2291
2025
Q2 		$42.5M Sell
306,763
-14,351
-4% -$1.94M 0.02% 514
2025
Q1 		$51.3M Sell
321,114
-2,257
-0.7% -$332K 0.03% 441
2024
Q4 		$43M Sell
323,371
-3,550
-1% -$496K 0.02% 508
2024
Q3 		$44.4M Buy
326,921
+10,738
+3% +$1.49M 0.02% 504
2024
Q2 		$46.6M Sell
316,183
-6,805
-2% -$1.04M 0.03% 485
2024
Q1 		$49.3M Buy
322,988
+2,090
+0.7% +$304K 0.03% 489
2023
Q4 		$46.3M Sell
320,898
-6,487
-2% -$951K 0.03% 471
2023
Q3 		$50.1M Sell
327,385
-8,725
-3% -$1.31M 0.04% 406
2023
Q2 		$45.7M Sell
336,110
-8,959
-3% -$1.23M 0.03% 452
2023
Q1 		$45.7M Sell
345,069
-1,176
-0.3% -$164K 0.03% 455
2022
Q4 		$49.1M Sell
346,245
-11,889
-3% -$1.63M 0.04% 417
2022
Q3 		$39M Sell
358,134
-42,894
-11% -$4.75M 0.03% 459
2022
Q2 		$42.5M Buy
401,028
+12,413
+3% +$1.4M 0.03% 468
2022
Q1 		$41.6M Sell
388,615
-15,825
-4% -$1.5M 0.03% 513
2021
Q4 		$29.9M Sell
404,440
-36,844
-8% -$2.99M 0.02% 675
2021
Q3 		$34.5M Buy
441,284
+99,987
+29% +$7.37M 0.02% 581
2021
Q2 		$29.8M Buy
341,297
+9,832
+3% +$794K 0.02% 685
2021
Q1 		$23.5M Sell
331,465
-25,808
-7% -$1.65M 0.02% 794
2020
Q4 		$18.9M Sell
357,273
-27,516
-7% -$1.25M 0.01% 810
2020
Q3 		$15.8M Sell
384,789
-5,399
-1% -$257K 0.01% 792
2020
Q2 		$20.2M Buy
390,188
+19,517
+5% +$894K 0.02% 644
2020
Q1 		$12.3M Buy
370,671
+3,024
+0.8% +$164K 0.01% 778
2019
Q4 		$24.6M Sell
367,647
-12,194
-3% -$798K 0.02% 658
2019
Q3 		$23M Buy
379,841
+6,096
+2% +$380K 0.02% 672
2019
Q2 		$23.8M Buy
373,745
+284
+0.1% +$17.6K 0.02% 658
2019
Q1 		$22.5M Buy
373,461
+4,169
+1% +$229K 0.02% 683
2018
Q4 		$15M Sell
369,292
-7,584
-2% -$432K 0.02% 897
2018
Q3 		$27M Sell
376,876
-18,292
-5% -$1.21M 0.02% 666
2018
Q2 		$26.4M Sell
395,168
-8,005
-2% -$478K 0.02% 647
2018
Q1 		$20.4M Sell
403,173
-7,175
-2% -$352K 0.02% 776
2017
Q4 		$19.5M Buy
410,348
+14,180
+4% +$640K 0.02% 837
2017
Q3 		$18.6M Sell
396,168
-10,293
-3% -$435K 0.02% 832
2017
Q2 		$17.8M Sell
406,461
-299
-0.1% -$14K 0.02% 840
2017
Q1 		$19.6M Buy
406,760
+7,756
+2% +$411K 0.02% 726
2016
Q4 		$24.9M Sell
399,004
-34,585
-8% -$1.89M 0.03% 580
2016
Q3 		$23.2M Buy
433,589
+19,149
+5% +$1.03M 0.03% 577
2016
Q2 		$24.9M Buy
414,440
+17,039
+4% +$987K 0.03% 512
2016
Q1 		$20.9M Sell
397,401
-42,770
-10% -$1.89M 0.03% 563
2015
Q4 		$21.3M Sell
440,171
-2,718,489
-86% -$154M 0.03% 538
2015
Q3 		$158M Sell
3,158,660
-478,015
-13% -$27.4M 0.25% 112
2015
Q2 		$243M Buy
3,636,675
+1,038,087
+40% +$73.6M 0.36% 49
2015
Q1 		$176M Sell
2,598,588
-273,328
-10% -$19.5M 0.26% 107
2014
Q4 		$212M Buy
2,871,916
+700,823
+32% +$55.5M 0.33% 64
2014
Q3 		$205M Buy
2,171,093
+139,744
+7% +$13.8M 0.35% 63
2014
Q2 		$201M Buy
2,031,349
+136,948
+7% +$12.4M 0.34% 59
2014
Q1 		$157M Buy
1,894,401
+14,131
+0.8% +$1.12M 0.28% 77
2013
Q4 		$156M Sell
1,880,270
-898,130
-32% -$72.9M 0.29% 75
2013
Q3 		$215M Buy
2,778,400
+633,339
+30% +$47.2M 0.44% 30
2013
Q2 		$143M Buy
+2,145,061
New +$148M 0.32% 66

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

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

Principal Financial Group sold out of Hess (HES) in Q3 2025, closing a stake of 306,763 shares — an estimated $42.5M sold.

Principal Financial Group first reported a position in HES in Q2 2013 and held it in 49 quarters. The position peaked at $243M in Q2 2015. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Principal Financial Group reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 306,763 Hess shares in Q3 2025, an estimated $42.5M.
  • Principal Financial Group first reported a position in Hess in Q2 2013 and held it in 49 quarters.
  • Principal Financial Group's Hess position peaked at $243M in Q2 2015.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

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