Principal Financial Group
LBTYK icon

Principal Financial Group’s Liberty Global Class C LBTYK Stock Holding History

Principal Financial Group’s Portfolio LBTYK Stock Details LBTYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,407
Closed -$225K – 2235
2024
Q3 		$225K Sell
10,407
-2,389
-19% -$47.2K ﹤0.01% 2081
2024
Q2 		$228K Buy
+12,796
New +$223K ﹤0.01% 2116
2022
Q2 		– Sell
-8,144
Closed -$211K – 2587
2022
Q1 		$211K Sell
8,144
-290
-3% -$7.75K ﹤0.01% 2326
2021
Q4 		$237K Sell
8,434
-145
-2% -$4.14K ﹤0.01% 2313
2021
Q3 		$253K Sell
8,579
-1,659
-16% -$46.1K ﹤0.01% 2360
2021
Q2 		$277K Buy
+10,238
New +$276K ﹤0.01% 2386
2020
Q2 		– Sell
-5,423,243
Closed -$85.2M – 2344
2020
Q1 		$85.2M Sell
5,423,243
-1,990,071
-27% -$37.4M 0.09% 231
2019
Q4 		$162M Sell
7,413,314
-27,241
-0.4% -$613K 0.13% 192
2019
Q3 		$177M Sell
7,440,555
-102,521
-1% -$2.67M 0.16% 170
2019
Q2 		$200M Sell
7,543,076
-36,240
-0.5% -$931K 0.18% 140
2019
Q1 		$183M Sell
7,579,316
-120,223
-2% -$2.85M 0.17% 144
2018
Q4 		$159M Sell
7,699,539
-591,295
-7% -$14.1M 0.17% 145
2018
Q3 		$233M Sell
8,290,834
-180,915
-2% -$4.88M 0.21% 118
2018
Q2 		$225M Sell
8,471,749
-821,052
-9% -$24M 0.21% 116
2018
Q1 		$283M Sell
9,292,801
-331,754
-3% -$11M 0.27% 84
2017
Q4 		$326M Sell
9,624,555
-913,314
-9% -$28.1M 0.3% 75
2017
Q3 		$345M Buy
10,537,869
+385,521
+4% +$12.5M 0.33% 59
2017
Q2 		$317M Buy
10,152,348
+23,772
+0.2% +$742K 0.32% 62
2017
Q1 		$355M Sell
10,128,576
-66,175
-0.6% -$2.28M 0.43% 41
2016
Q4 		$303M Buy
10,194,751
+444,448
+5% +$13.7M 0.38% 53
2016
Q3 		$322M Buy
9,750,303
+1,211,750
+14% +$37.4M 0.42% 43
2016
Q2 		$245M Buy
8,538,553
+810,810
+10% +$25.6M 0.34% 67
2016
Q1 		$252M Buy
7,727,743
+123,949
+2% +$3.77M 0.37% 60
2015
Q4 		$269M Buy
7,603,794
+667,331
+10% +$24.1M 0.4% 51
2015
Q3 		$247M Sell
6,936,463
-213,134
-3% -$8.61M 0.39% 46
2015
Q2 		$293M Buy
7,149,597
+676,937
+10% +$28M 0.44% 31
2015
Q1 		$261M Buy
6,472,660
+393,976
+6% +$15.6M 0.39% 43
2014
Q4 		$238M Buy
6,078,684
+328,691
+6% +$12M 0.37% 51
2014
Q3 		$191M Buy
5,749,993
+210,500
+4% +$7.09M 0.32% 69
2014
Q2 		$190M Buy
5,539,493
+111,998
+2% +$3.7M 0.32% 66
2014
Q1 		$179M Buy
5,427,495
+1,837,778
+51% +$61.4M 0.32% 60
2013
Q4 		$122M Buy
3,589,717
+41,061
+1% +$1.28M 0.23% 110
2013
Q3 		$108M Buy
3,548,656
+207,511
+6% +$6.23M 0.22% 115
2013
Q2 		$91.8M Buy
+3,341,145
New +$93.6M 0.2% 133

Other funds holding LBTYK

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Principal Financial Group's LBTYK Position: Q4 2024 in Review

Principal Financial Group sold out of Liberty Global Class C (LBTYK) in Q4 2024, closing a stake of 10,407 shares — an estimated $225K sold.

Principal Financial Group first reported a position in LBTYK in Q2 2013 and held it in 34 quarters. The position peaked at $355M in Q1 2017. 290 funds tracked by Wall St. Rank hold LBTYK as of Q4 2024.

  • Principal Financial Group reported no remaining Liberty Global Class C position as of Q4 2024 after selling out during the quarter.
  • Principal Financial Group sold 10,407 Liberty Global Class C shares in Q4 2024, an estimated $225K.
  • Principal Financial Group first reported a position in Liberty Global Class C in Q2 2013 and held it in 34 quarters.
  • Principal Financial Group's Liberty Global Class C position peaked at $355M in Q1 2017.
  • 290 funds tracked by Wall St. Rank held Liberty Global Class C as of Q4 2024.

Based on Principal Financial Group's 13F filing for Q4 2024, filed 31 Jan 2025.