Principal Financial Group
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Principal Financial Group’s ImmunityBio IBRX Stock Holding History

Principal Financial Group’s Portfolio IBRX Stock Details IBRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.4M Buy
1,737,724
+1,708,166
+5,779% +$13.7M 0.01% 1099
2026
Q2 		$259K Buy
29,558
+9,848
+50% +$74.5K ﹤0.01% 2064
2026
Q1 		$151K Buy
19,710
+3,050
+18% +$20.9K ﹤0.01% 2114
2025
Q4 		$33K Sell
16,660
-750
-4% -$1.7K ﹤0.01% 2167
2025
Q3 		$42.8K Buy
17,410
+1,157
+7% +$2.98K ﹤0.01% 2220
2025
Q2 		$42.9K Buy
16,253
+4,832
+42% +$13K ﹤0.01% 2195
2025
Q1 		$34.4K Sell
11,421
-172
-1% -$521 ﹤0.01% 2134
2024
Q4 		$29.7K Sell
11,593
-920
-7% -$3.83K ﹤0.01% 2184
2024
Q3 		$46.5K Sell
12,513
-28,706
-70% -$133K ﹤0.01% 2182
2024
Q2 		$261K Sell
41,219
-32,247
-44% -$213K ﹤0.01% 2088
2024
Q1 		$395K Sell
73,466
-2,818
-4% -$12.8K ﹤0.01% 2035
2023
Q4 		$383K Buy
76,284
+64
+0.1% +$201 ﹤0.01% 2008
2023
Q3 		$129K Buy
76,220
+2,166
+3% +$4.35K ﹤0.01% 2241
2023
Q2 		$206K Buy
74,054
+9,246
+14% +$26.1K ﹤0.01% 2176
2023
Q1 		$118K Sell
64,808
-4,164
-6% -$12.9K ﹤0.01% 2279
2022
Q4 		$350K Buy
68,972
+11,801
+21% +$64.8K ﹤0.01% 2065
2022
Q3 		$285K Buy
57,171
+1,678
+3% +$7.65K ﹤0.01% 2094
2022
Q2 		$206K Buy
55,493
+9,925
+22% +$39.9K ﹤0.01% 2296
2022
Q1 		$256K Sell
45,568
-1,248
-3% -$7.66K ﹤0.01% 2279
2021
Q4 		$285K Buy
46,816
+25,163
+116% +$189K ﹤0.01% 2258
2021
Q3 		$211K Sell
21,653
-3,510
-14% -$38.6K ﹤0.01% 2417
2021
Q2 		$359K Buy
25,163
+1,173
+5% +$19.4K ﹤0.01% 2299
2021
Q1 		$570K Buy
23,990
+1,690
+8% +$43.8K ﹤0.01% 2124
2020
Q4 		$297K Buy
22,300
+2,284
+11% +$22K ﹤0.01% 2241
2020
Q3 		$139K Sell
20,016
-990
-5% -$9.9K ﹤0.01% 2246
2020
Q2 		$258K Buy
+21,006
New +$119K ﹤0.01% 2123

Other funds holding IBRX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Principal Financial Group's IBRX Position: Q3 2026 in Review

Principal Financial Group increased its ImmunityBio (IBRX) stake by 5,779% in Q3 2026, buying an estimated $13.7M and bringing the position to 1,737,724 shares worth $16.4M. The position accounts for 0.01% of the portfolio, ranked #1099.

Principal Financial Group first reported a position in IBRX in Q2 2020 and has held it in 26 quarters since. 321 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

  • Principal Financial Group held 1,737,724 shares of ImmunityBio worth $16.4M as of Q3 2026.
  • Principal Financial Group bought 1,708,166 ImmunityBio shares in Q3 2026, an estimated $13.7M.
  • ImmunityBio made up 0.01% of Principal Financial Group's portfolio in Q3 2026, its #1099 holding.
  • Principal Financial Group first reported a position in ImmunityBio in Q2 2020 and has held it in 26 quarters since.
  • 321 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.