Principal Financial Group
JOBY icon

Principal Financial Group’s Joby Aviation JOBY Stock Holding History

Principal Financial Group’s Portfolio JOBY Stock Details JOBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$462K Buy
51,836
+9,411
+22% +$90.9K ﹤0.01% 2010
2026
Q1 		$350K Buy
42,425
+13,686
+48% +$154K ﹤0.01% 2055
2025
Q4 		$379K Sell
28,739
-6,600
-19% -$101K ﹤0.01% 2073
2025
Q3 		$570K Buy
35,339
+2,502
+8% +$38K ﹤0.01% 2031
2025
Q2 		$346K Sell
32,837
-1,655
-5% -$12K ﹤0.01% 2047
2025
Q1 		$208K Sell
34,492
-2,310
-6% -$17.3K ﹤0.01% 2051
2024
Q4 		$299K Sell
36,802
-558
-1% -$3.7K ﹤0.01% 2035
2024
Q3 		$188K Sell
37,360
-16,934
-31% -$92.1K ﹤0.01% 2110
2024
Q2 		$277K Buy
54,294
+20,280
+60% +$101K ﹤0.01% 2069
2024
Q1 		$182K Sell
34,014
-375
-1% -$2.13K ﹤0.01% 2188
2023
Q4 		$229K Sell
34,389
-2,883
-8% -$17.8K ﹤0.01% 2126
2023
Q3 		$240K Buy
37,272
+6,555
+21% +$51.7K ﹤0.01% 2117
2023
Q2 		$315K Buy
30,717
+2,514
+9% +$13.6K ﹤0.01% 2069
2023
Q1 		$122K Sell
28,203
-1,183
-4% -$4.89K ﹤0.01% 2270
2022
Q4 		$98.4K Sell
29,386
-6,244
-18% -$25.3K ﹤0.01% 2294
2022
Q3 		$154K Sell
35,630
-1,084
-3% -$5.95K ﹤0.01% 2253
2022
Q2 		$180K Buy
+36,714
New +$193K ﹤0.01% 2314

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

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

Principal Financial Group increased its Joby Aviation (JOBY) stake by 22% in Q2 2026, buying an estimated $90.9K and bringing the position to 51,836 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Principal Financial Group first reported a position in JOBY in Q2 2022 and has held it in 17 quarters since. The position peaked at $570K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Principal Financial Group held 51,836 shares of Joby Aviation worth $462K as of Q2 2026.
  • Principal Financial Group bought 9,411 Joby Aviation shares in Q2 2026, an estimated $90.9K.
  • Joby Aviation made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #2010 holding.
  • Principal Financial Group first reported a position in Joby Aviation in Q2 2022 and has held it in 17 quarters since.
  • Principal Financial Group's Joby Aviation position peaked at $570K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

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