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
Q2 		$33.3M Buy
1,710,435
+173,381
+11% +$3.23M 0.02% 703
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 $580B AUM 38.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Principal Financial Group's JCAP Position: Q2 2026 in Review

Principal Financial Group increased its Jefferson Capital (JCAP) stake by 11% in Q2 2026, buying an estimated $3.23M and bringing the position to 1,710,435 shares worth $33.3M. The position accounts for 0.02% of the portfolio, ranked #703.

Principal Financial Group first reported a position in JCAP in Q2 2025 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold JCAP as of Q2 2026.

  • Principal Financial Group held 1,710,435 shares of Jefferson Capital worth $33.3M as of Q2 2026.
  • Principal Financial Group bought 173,381 Jefferson Capital shares in Q2 2026, an estimated $3.23M.
  • Jefferson Capital made up 0.02% of Principal Financial Group's portfolio in Q2 2026, its #703 holding.
  • Principal Financial Group first reported a position in Jefferson Capital in Q2 2025 and has held it in 5 quarters since.
  • 112 funds tracked by Wall St. Rank held Jefferson Capital as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.