Principal Financial Group’s Intercorp Financial Services IFS Stock Holding History

Principal Financial Group’s Portfolio IFS Stock Details IFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-534,609	Closed	-$21.6M	–	2227
2025 Q3	$21.6M	Buy	534,609 +104,792	+24%	+$4.05M	0.01%	823
2025 Q2	$16.4M	Buy	429,817 +33,461	+8%	+$1.15M	0.01%	958
2025 Q1	$13.1M	Buy	396,356 +15,087	+4%	+$474K	0.01%	1108
2024 Q4	$11.2M	Buy	381,269 +150,000	+65%	+$4.19M	0.01%	1232
2024 Q3	$6.04M	Buy	231,269 +180,043	+351%	+$4.27M	﹤0.01%	1497
2024 Q2	$1.15M	Hold	51,226	–	–	﹤0.01%	1841
2024 Q1	$1.22M	Hold	51,226	–	–	﹤0.01%	1842
2023 Q4	$1.12M	Hold	51,226	–	–	﹤0.01%	1830
2023 Q3	$1.15M	Hold	51,226	–	–	﹤0.01%	1822
2023 Q2	$1.27M	Hold	51,226	–	–	﹤0.01%	1815
2023 Q1	$1.17M	Buy	+51,226	New	+$1.2M	﹤0.01%	1837

Other funds holding IFS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Principal Financial Group's IFS Position: Q4 2025 in Review

Principal Financial Group sold out of Intercorp Financial Services (IFS) in Q4 2025, closing a stake of 534,609 shares — an estimated $21.6M sold.

Principal Financial Group first reported a position in IFS in Q1 2023 and held it in 11 quarters. The position peaked at $21.6M in Q3 2025. 96 funds tracked by Wall St. Rank hold IFS as of Q4 2025.

Principal Financial Group reported no remaining Intercorp Financial Services position as of Q4 2025 after selling out during the quarter.
Principal Financial Group sold 534,609 Intercorp Financial Services shares in Q4 2025, an estimated $21.6M.
Principal Financial Group first reported a position in Intercorp Financial Services in Q1 2023 and held it in 11 quarters.
Principal Financial Group's Intercorp Financial Services position peaked at $21.6M in Q3 2025.
96 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q4 2025.

Based on Principal Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.