Principal Financial Group
LZ icon

Principal Financial Group’s LegalZoom.com LZ Stock Holding History

Principal Financial Group’s Portfolio LZ Stock Details LZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.33M Buy
1,031,874
+20,960
+2% +$129K ﹤0.01% 1588
2026
Q1 		$5.73M Buy
1,010,914
+862,045
+579% +$6.54M ﹤0.01% 1589
2025
Q4 		$1.48M Buy
148,869
+46,149
+45% +$458K ﹤0.01% 1891
2025
Q3 		$1.07M Sell
102,720
-75,255
-42% -$750K ﹤0.01% 1914
2025
Q2 		$1.59M Buy
177,975
+167,905
+1,667% +$1.41M ﹤0.01% 1834
2025
Q1 		$86.7K Sell
10,070
-843
-8% -$7.55K ﹤0.01% 2104
2024
Q4 		$82K Sell
10,913
-1,982
-15% -$14.9K ﹤0.01% 2156
2024
Q3 		$81.9K Sell
12,895
-5,726
-31% -$37.5K ﹤0.01% 2160
2024
Q2 		$156K Buy
18,621
+631
+4% +$6.5K ﹤0.01% 2174
2024
Q1 		$240K Buy
17,990
+4,305
+31% +$49.6K ﹤0.01% 2139
2023
Q4 		$155K Buy
13,685
+2,697
+25% +$29.4K ﹤0.01% 2205
2023
Q3 		$120K Sell
10,988
-1,309
-11% -$16.1K ﹤0.01% 2253
2023
Q2 		$149K Buy
12,297
+1,642
+15% +$17.4K ﹤0.01% 2224
2023
Q1 		$99.9K Sell
10,655
-958
-8% -$8.11K ﹤0.01% 2298
2022
Q4 		$89.9K Sell
11,613
-2,220
-16% -$19.3K ﹤0.01% 2311
2022
Q3 		$119K Sell
13,833
-1,366
-9% -$14.1K ﹤0.01% 2301
2022
Q2 		$167K Buy
+15,199
New +$201K ﹤0.01% 2324
2021
Q3 		– Sell
-70,000
Closed -$1.96M – 2602
2021
Q2 		$1.96M Buy
+70,000
New +$2.65M ﹤0.01% 1914

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Principal Financial Group increased its LegalZoom.com (LZ) stake by 2.1% in Q2 2026, buying an estimated $129K and bringing the position to 1,031,874 shares worth $6.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Principal Financial Group first reported a position in LZ in Q2 2021 and has held it in 18 quarters since. 241 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Principal Financial Group held 1,031,874 shares of LegalZoom.com worth $6.33M as of Q2 2026.
  • Principal Financial Group bought 20,960 LegalZoom.com shares in Q2 2026, an estimated $129K.
  • LegalZoom.com made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1588 holding.
  • Principal Financial Group first reported a position in LegalZoom.com in Q2 2021 and has held it in 18 quarters since.
  • 241 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

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