Principal Financial Group
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Principal Financial Group’s Moelis & Co MC Stock Holding History

Principal Financial Group’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.8M Buy
363,650
+1,792
+0.5% +$117K 0.01% 884
2026
Q1 		$20.6M Buy
361,858
+7,985
+2% +$519K 0.01% 903
2025
Q4 		$24.3M Sell
353,873
-4,822
-1% -$322K 0.01% 772
2025
Q3 		$25.6M Sell
358,695
-9,339
-3% -$667K 0.01% 731
2025
Q2 		$22.9M Buy
368,034
+15,568
+4% +$874K 0.01% 777
2025
Q1 		$20.6M Buy
352,466
+7,999
+2% +$564K 0.01% 812
2024
Q4 		$25.4M Buy
344,467
+11,097
+3% +$803K 0.01% 716
2024
Q3 		$22.8M Sell
333,370
-16,322
-5% -$1.05M 0.01% 769
2024
Q2 		$19.9M Buy
349,692
+2,785
+0.8% +$151K 0.01% 857
2024
Q1 		$19.7M Sell
346,907
-449,849
-56% -$24.6M 0.01% 928
2023
Q4 		$44.7M Buy
796,756
+3,553
+0.4% +$167K 0.03% 481
2023
Q3 		$35.8M Sell
793,203
-16,515
-2% -$777K 0.03% 521
2023
Q2 		$36.7M Buy
809,718
+389,218
+93% +$15.5M 0.03% 539
2023
Q1 		$16.2M Sell
420,500
-54,440
-11% -$2.34M 0.01% 984
2022
Q4 		$18.2M Sell
474,940
-56,813
-11% -$2.31M 0.01% 881
2022
Q3 		$18M Buy
531,753
+264,234
+99% +$11.1M 0.01% 833
2022
Q2 		$10.5M Sell
267,519
-11,804
-4% -$515K 0.01% 1228
2022
Q1 		$13.1M Buy
279,323
+35,439
+15% +$1.84M 0.01% 1213
2021
Q4 		$15.2M Buy
243,884
+96,811
+66% +$6.49M 0.01% 1139
2021
Q3 		$9.1M Buy
147,073
+2,341
+2% +$140K 0.01% 1457
2021
Q2 		$8.23M Buy
144,732
+133,461
+1,184% +$7.25M 0.01% 1514
2021
Q1 		$619K Sell
11,271
-2,109
-16% -$113K ﹤0.01% 2101
2020
Q4 		$626K Buy
13,380
+5,404
+68% +$217K ﹤0.01% 2054
2020
Q3 		$280K Sell
7,976
-750
-9% -$23.7K ﹤0.01% 2143
2020
Q2 		$272K Buy
+8,726
New +$274K ﹤0.01% 2108
2020
Q1 		– Sell
-6,471
Closed -$207K – 2229
2019
Q4 		$207K Sell
6,471
-41,701
-87% -$1.37M ﹤0.01% 2130
2019
Q3 		$1.58M Buy
48,172
+10,982
+30% +$372K ﹤0.01% 1758
2019
Q2 		$1.3M Sell
37,190
-17,870
-32% -$646K ﹤0.01% 1801
2019
Q1 		$2.29M Sell
55,060
-394,518
-88% -$16.9M ﹤0.01% 1719
2018
Q4 		$15.5M Buy
449,578
+53,169
+13% +$2.26M 0.02% 876
2018
Q3 		$21.7M Sell
396,409
-48,915
-11% -$2.87M 0.02% 801
2018
Q2 		$26.1M Sell
445,324
-181,010
-29% -$10.4M 0.02% 656
2018
Q1 		$31.8M Sell
626,334
-7,040
-1% -$361K 0.03% 549
2017
Q4 		$30.7M Buy
633,374
+92,382
+17% +$4.17M 0.03% 582
2017
Q3 		$23.3M Buy
540,992
+48,702
+10% +$1.95M 0.02% 682
2017
Q2 		$19.1M Buy
492,290
+213,740
+77% +$7.96M 0.02% 794
2017
Q1 		$10.7M Buy
278,550
+26,538
+11% +$961K 0.01% 1138
2016
Q4 		$8.54M Buy
252,012
+36,559
+17% +$1.03M 0.01% 1265
2016
Q3 		$5.79M Sell
215,453
-61,898
-22% -$1.59M 0.01% 1406
2016
Q2 		$6.24M Buy
277,351
+6,502
+2% +$174K 0.01% 1324
2016
Q1 		$7.65M Buy
+270,849
New +$6.94M 0.01% 1160

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Principal Financial Group increased its Moelis & Co (MC) stake by 0.5% in Q2 2026, buying an estimated $117K and bringing the position to 363,650 shares worth $23.8M. The position accounts for 0.01% of the portfolio, ranked #884.

Principal Financial Group first reported a position in MC in Q1 2016 and has held it in 41 quarters since. The position peaked at $44.7M in Q4 2023. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Principal Financial Group held 363,650 shares of Moelis & Co worth $23.8M as of Q2 2026.
  • Principal Financial Group bought 1,792 Moelis & Co shares in Q2 2026, an estimated $117K.
  • Moelis & Co made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #884 holding.
  • Principal Financial Group first reported a position in Moelis & Co in Q1 2016 and has held it in 41 quarters since.
  • Principal Financial Group's Moelis & Co position peaked at $44.7M in Q4 2023.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

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