Principal Financial Group
JCAP

Principal Financial Group’s Jefferson Capital JCAP Stock Holding History

Principal Financial Group’s Portfolio JCAP Stock Details JCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.6M Buy
1,537,054
+763,766
+99% +$16.2M 0.02% 698
2025
Q4 		$17.3M Buy
773,288
+2,239
+0.3% +$45.2K 0.01% 982
2025
Q3 		$13.3M Buy
771,049
+37,972
+5% +$674K 0.01% 1122
2025
Q2 		$13.5M Buy
+733,077
New +$13.7M 0.01% 1086

Other funds holding JCAP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Principal Financial Group's JCAP Position: Q1 2026 in Review

Principal Financial Group increased its Jefferson Capital (JCAP) stake by 99% in Q1 2026, buying an estimated $16.2M and bringing the position to 1,537,054 shares worth $29.6M. The position accounts for 0.02% of the portfolio, ranked #698.

Principal Financial Group first reported a position in JCAP in Q2 2025 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold JCAP as of Q1 2026.

  • Principal Financial Group held 1,537,054 shares of Jefferson Capital worth $29.6M as of Q1 2026.
  • Principal Financial Group bought 763,766 Jefferson Capital shares in Q1 2026, an estimated $16.2M.
  • Jefferson Capital made up 0.02% of Principal Financial Group's portfolio in Q1 2026, its #698 holding.
  • Principal Financial Group first reported a position in Jefferson Capital in Q2 2025 and has held it in 4 quarters since.
  • 107 funds tracked by Wall St. Rank held Jefferson Capital as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.