Principal Financial Group
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Principal Financial Group’s i3 Verticals IIIV Stock Holding History

Principal Financial Group’s Portfolio IIIV Stock Details IIIV Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
2025
Q3 		$1.53M Sell
2025
Q2 		$1.66M Buy
2025
Q1 		$1.25M Buy
2024
Q1 		– Sell
2023
Q4 		$259K Buy
2023
Q3 		$200K Buy