Principal Financial Group
HTLF

Principal Financial Group’s Heartland Financial USA, Inc. HTLF Stock Holding History

Principal Financial Group’s Portfolio HTLF Stock Details HTLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-32,428
Closed -$1.99M – 2241
2024
Q4 		$1.99M Buy
32,428
+3,749
+13% +$235K ﹤0.01% 1798
2024
Q3 		$1.63M Buy
28,679
+2,136
+8% +$112K ﹤0.01% 1798
2024
Q2 		$1.18M Buy
26,543
+3,287
+14% +$133K ﹤0.01% 1838
2024
Q1 		$817K Buy
23,256
+5,869
+34% +$205K ﹤0.01% 1897
2023
Q4 		$654K Buy
17,387
+2,255
+15% +$71.3K ﹤0.01% 1898
2023
Q3 		$445K Buy
15,132
+4,923
+48% +$153K ﹤0.01% 1976
2023
Q2 		$285K Sell
10,209
-2,519
-20% -$78.3K ﹤0.01% 2092
2023
Q1 		$488K Buy
12,728
+608
+5% +$27.9K ﹤0.01% 1971
2022
Q4 		$565K Buy
+12,120
New +$573K ﹤0.01% 1949
2021
Q3 		– Sell
-4,652
Closed -$219K – 2631
2021
Q2 		$219K Buy
+4,652
New +$232K ﹤0.01% 2449
2019
Q4 		– Sell
-10,632
Closed -$476K – 2295
2019
Q3 		$476K Buy
10,632
+704
+7% +$31.4K ﹤0.01% 1954
2019
Q2 		$444K Sell
9,928
-16,474
-62% -$728K ﹤0.01% 1987
2019
Q1 		$1.13M Buy
26,402
+557
+2% +$25.9K ﹤0.01% 1816
2018
Q4 		$1.14M Buy
25,845
+5,660
+28% +$297K ﹤0.01% 1797
2018
Q3 		$1.17M Buy
20,185
+220
+1% +$13.1K ﹤0.01% 1822
2018
Q2 		$1.09M Buy
19,965
+6,345
+47% +$347K ﹤0.01% 1834
2018
Q1 		$723K Buy
13,620
+283
+2% +$15.2K ﹤0.01% 1881
2017
Q4 		$715K Sell
13,337
-1,038
-7% -$52.4K ﹤0.01% 1903
2017
Q3 		$710K Sell
14,375
-82,361
-85% -$3.77M ﹤0.01% 1878
2017
Q2 		$4.56M Sell
96,736
-178,051
-65% -$8.45M ﹤0.01% 1577
2017
Q1 		$13.7M Buy
274,787
+55,887
+26% +$2.7M 0.02% 997
2016
Q4 		$10.5M Buy
218,900
+213,249
+3,774% +$8.85M 0.01% 1137
2016
Q3 		$204K Buy
+5,651
New +$204K ﹤0.01% 2043

Other funds holding HTLF

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Principal Financial Group's HTLF Position: Q1 2025 in Review

Principal Financial Group sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 32,428 shares — an estimated $1.99M sold.

Principal Financial Group first reported a position in HTLF in Q3 2016 and held it in 23 quarters. The position peaked at $13.7M in Q1 2017. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Principal Financial Group reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Principal Financial Group sold 32,428 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $1.99M.
  • Principal Financial Group first reported a position in Heartland Financial USA, Inc. in Q3 2016 and held it in 23 quarters.
  • Principal Financial Group's Heartland Financial USA, Inc. position peaked at $13.7M in Q1 2017.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Principal Financial Group's 13F filing for Q1 2025, filed 28 Apr 2025.