Principal Financial Group
LFST icon

Principal Financial Group’s Lifestance Health LFST Stock Holding History

Principal Financial Group’s Portfolio LFST Stock Details LFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.8M Buy
3,996,866
+919,211
+30% +$7.1M 0.02% 585
2026
Q1 		$19.6M Sell
3,077,655
-137,665
-4% -$958K 0.01% 940
2025
Q4 		$22.6M Buy
3,215,320
+148,949
+5% +$899K 0.01% 817
2025
Q3 		$16.9M Sell
3,066,371
-349,653
-10% -$1.71M 0.01% 967
2025
Q2 		$17.7M Sell
3,416,024
-168,826
-5% -$1.01M 0.01% 905
2025
Q1 		$23.9M Sell
3,584,850
-203,856
-5% -$1.55M 0.01% 720
2024
Q4 		$27.9M Sell
3,788,706
-328,060
-8% -$2.35M 0.02% 681
2024
Q3 		$28.8M Buy
4,116,766
+235,316
+6% +$1.41M 0.02% 656
2024
Q2 		$19.1M Sell
3,881,450
-79,501
-2% -$479K 0.01% 889
2024
Q1 		$24.4M Sell
3,960,951
-45,393
-1% -$306K 0.01% 790
2023
Q4 		$31.4M Buy
4,006,344
+110,457
+3% +$712K 0.02% 615
2023
Q3 		$26.8M Buy
3,895,887
+168,091
+5% +$1.36M 0.02% 643
2023
Q2 		$34M Buy
3,727,796
+24,796
+0.7% +$206K 0.02% 565
2023
Q1 		$27.5M Sell
3,703,000
-9,471
-0.3% -$52.5K 0.02% 658
2022
Q4 		$18.3M Sell
3,712,471
-143,819
-4% -$889K 0.01% 878
2022
Q3 		$25.5M Buy
3,856,290
+488,665
+15% +$3.41M 0.02% 622
2022
Q2 		$18.7M Buy
3,367,625
+868,946
+35% +$6.65M 0.01% 863
2022
Q1 		$25.3M Buy
2,498,679
+170,079
+7% +$1.49M 0.02% 765
2021
Q4 		$22.2M Buy
2,328,600
+78,839
+4% +$836K 0.01% 884
2021
Q3 		$32.6M Buy
2,249,761
+39,594
+2% +$762K 0.02% 607
2021
Q2 		$61.6M Buy
+2,210,167
New +$58.4M 0.04% 380

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Principal Financial Group increased its Lifestance Health (LFST) stake by 30% in Q2 2026, buying an estimated $7.1M and bringing the position to 3,996,866 shares worth $42.8M. The position accounts for 0.02% of the portfolio, ranked #585.

Principal Financial Group first reported a position in LFST in Q2 2021 and has held it in 21 quarters since. The position peaked at $61.6M in Q2 2021. 287 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

  • Principal Financial Group held 3,996,866 shares of Lifestance Health worth $42.8M as of Q2 2026.
  • Principal Financial Group bought 919,211 Lifestance Health shares in Q2 2026, an estimated $7.1M.
  • Lifestance Health made up 0.02% of Principal Financial Group's portfolio in Q2 2026, its #585 holding.
  • Principal Financial Group first reported a position in Lifestance Health in Q2 2021 and has held it in 21 quarters since.
  • Principal Financial Group's Lifestance Health position peaked at $61.6M in Q2 2021.
  • 287 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

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