Principal Financial Group
LBRT icon

Principal Financial Group’s Liberty Energy LBRT Stock Holding History

Principal Financial Group’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31M Buy
1,182,111
+40,263
+4% +$1.2M 0.02% 740
2026
Q1 		$32.9M Sell
1,141,848
-3,294
-0.3% -$84K 0.02% 647
2025
Q4 		$21.1M Buy
1,145,142
+124,235
+12% +$2.08M 0.01% 872
2025
Q3 		$12.6M Buy
1,020,907
+27,034
+3% +$313K 0.01% 1152
2025
Q2 		$11.4M Buy
993,873
+81,237
+9% +$984K 0.01% 1184
2025
Q1 		$14.4M Buy
912,636
+15,596
+2% +$280K 0.01% 1045
2024
Q4 		$17.8M Buy
897,040
+24,825
+3% +$459K 0.01% 924
2024
Q3 		$16.7M Buy
872,215
+37,927
+5% +$783K 0.01% 949
2024
Q2 		$17.4M Sell
834,288
-28,944
-3% -$646K 0.01% 949
2024
Q1 		$17.9M Buy
863,232
+62,198
+8% +$1.23M 0.01% 989
2023
Q4 		$14.5M Sell
801,034
-35,436
-4% -$673K 0.01% 1093
2023
Q3 		$15.5M Buy
836,470
+818,182
+4,474% +$13.5M 0.01% 962
2023
Q2 		$245K Buy
18,288
+3,479
+23% +$45.1K ﹤0.01% 2128
2023
Q1 		$190K Sell
14,809
-1,914
-11% -$28.3K ﹤0.01% 2192
2022
Q4 		$268K Sell
16,723
-4,060
-20% -$64.6K ﹤0.01% 2131
2022
Q3 		$264K Sell
20,783
-1,368
-6% -$18.5K ﹤0.01% 2119
2022
Q2 		$283K Buy
22,151
+11,652
+111% +$183K ﹤0.01% 2198
2022
Q1 		$156K Sell
10,499
-11
-0.1% -$141 ﹤0.01% 2376
2021
Q4 		$102K Sell
10,510
-986
-9% -$11.4K ﹤0.01% 2443
2021
Q3 		$139K Buy
11,496
+166
+1% +$1.84K ﹤0.01% 2472
2021
Q2 		$160K Buy
+11,330
New +$153K ﹤0.01% 2494

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

Principal Financial Group increased its Liberty Energy (LBRT) stake by 3.5% in Q2 2026, buying an estimated $1.2M and bringing the position to 1,182,111 shares worth $31M. The position accounts for 0.02% of the portfolio, ranked #740.

Principal Financial Group first reported a position in LBRT in Q2 2021 and has held it in 21 quarters since. The position peaked at $32.9M in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Principal Financial Group held 1,182,111 shares of Liberty Energy worth $31M as of Q2 2026.
  • Principal Financial Group bought 40,263 Liberty Energy shares in Q2 2026, an estimated $1.2M.
  • Liberty Energy made up 0.02% of Principal Financial Group's portfolio in Q2 2026, its #740 holding.
  • Principal Financial Group first reported a position in Liberty Energy in Q2 2021 and has held it in 21 quarters since.
  • Principal Financial Group's Liberty Energy position peaked at $32.9M in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

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