Principal Financial Group
MCO icon

Principal Financial Group’s Moody's MCO Stock Holding History

Principal Financial Group’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$472M Buy
1,081,807
+454,684
+73% +$215M 0.25% 79
2025
Q4 		$320M Sell
627,123
-20,588
-3% -$10M 0.16% 127
2025
Q3 		$309M Buy
647,711
+1,942
+0.3% +$979K 0.16% 130
2025
Q2 		$324M Sell
645,769
-17,075
-3% -$7.91M 0.17% 127
2025
Q1 		$309M Sell
662,844
-82,451
-11% -$39.7M 0.17% 124
2024
Q4 		$353M Sell
745,295
-132,301
-15% -$63.1M 0.19% 107
2024
Q3 		$416M Sell
877,596
-397,747
-31% -$184M 0.23% 98
2024
Q2 		$537M Sell
1,275,343
-132,626
-9% -$52.8M 0.32% 68
2024
Q1 		$553M Sell
1,407,969
-143,198
-9% -$55.2M 0.33% 67
2023
Q4 		$606M Sell
1,551,167
-430,650
-22% -$150M 0.39% 60
2023
Q3 		$627M Sell
1,981,817
-564,047
-22% -$192M 0.45% 48
2023
Q2 		$885M Sell
2,545,864
-481,259
-16% -$153M 0.61% 29
2023
Q1 		$926M Sell
3,027,123
-41,118
-1% -$12.4M 0.66% 22
2022
Q4 		$855M Buy
3,068,241
+85,268
+3% +$23.3M 0.64% 22
2022
Q3 		$725M Buy
2,982,973
+400,088
+15% +$116M 0.58% 31
2022
Q2 		$702M Buy
2,582,885
+1,044,597
+68% +$313M 0.52% 39
2022
Q1 		$519M Buy
1,538,288
+549,004
+55% +$185M 0.33% 70
2021
Q4 		$385M Sell
989,284
-61,526
-6% -$23.7M 0.23% 118
2021
Q3 		$373M Sell
1,050,810
-85,279
-8% -$32.1M 0.24% 109
2021
Q2 		$412M Sell
1,136,089
-395,705
-26% -$132M 0.27% 97
2021
Q1 		$457M Sell
1,531,794
-34,762
-2% -$9.79M 0.32% 78
2020
Q4 		$455M Buy
1,566,556
+2,885
+0.2% +$807K 0.34% 79
2020
Q3 		$453M Sell
1,563,671
-22,348
-1% -$6.38M 0.38% 61
2020
Q2 		$436M Sell
1,586,019
-47,369
-3% -$12M 0.38% 60
2020
Q1 		$345M Buy
1,633,388
+151,282
+10% +$36.8M 0.38% 62
2019
Q4 		$352M Sell
1,482,106
-172,418
-10% -$38.3M 0.29% 84
2019
Q3 		$339M Sell
1,654,524
-108,159
-6% -$22.7M 0.3% 86
2019
Q2 		$344M Sell
1,762,683
-64,515
-4% -$12.2M 0.31% 83
2019
Q1 		$331M Sell
1,827,198
-48,897
-3% -$8.03M 0.31% 80
2018
Q4 		$263M Sell
1,876,095
-587,609
-24% -$88.6M 0.28% 86
2018
Q3 		$412M Sell
2,463,704
-1,809,600
-42% -$318M 0.36% 55
2018
Q2 		$729M Sell
4,273,304
-717,766
-14% -$121M 0.67% 16
2018
Q1 		$805M Sell
4,991,070
-17,785
-0.4% -$2.88M 0.77% 12
2017
Q4 		$739M Sell
5,008,855
-119,361
-2% -$17.5M 0.68% 16
2017
Q3 		$714M Buy
5,128,216
+33,723
+0.7% +$4.43M 0.69% 14
2017
Q2 		$620M Buy
5,094,493
+56,460
+1% +$6.61M 0.62% 17
2017
Q1 		$564M Sell
5,038,033
-58,003
-1% -$6.22M 0.68% 14
2016
Q4 		$480M Buy
5,096,036
+204,914
+4% +$20.7M 0.61% 21
2016
Q3 		$530M Buy
4,891,122
+166,705
+4% +$17.5M 0.7% 15
2016
Q2 		$443M Buy
4,724,417
+491,476
+12% +$47.5M 0.62% 25
2016
Q1 		$409M Buy
4,232,941
+888,619
+27% +$79.9M 0.59% 29
2015
Q4 		$336M Buy
3,344,322
+79,251
+2% +$7.94M 0.5% 32
2015
Q3 		$321M Buy
3,265,071
+98,850
+3% +$10.5M 0.5% 23
2015
Q2 		$342M Buy
3,166,221
+112,861
+4% +$12.2M 0.51% 22
2015
Q1 		$317M Buy
3,053,360
+380,127
+14% +$36.7M 0.47% 27
2014
Q4 		$256M Sell
2,673,233
-21,344
-0.8% -$2.07M 0.4% 43
2014
Q3 		$255M Sell
2,694,577
-5,053
-0.2% -$463K 0.43% 36
2014
Q2 		$237M Buy
2,699,630
+72,621
+3% +$5.98M 0.4% 42
2014
Q1 		$208M Buy
2,627,009
+79,346
+3% +$6.21M 0.37% 46
2013
Q4 		$200M Buy
2,547,663
+141,968
+6% +$10.4M 0.37% 39
2013
Q3 		$169M Buy
2,405,695
+137,828
+6% +$9.04M 0.35% 53
2013
Q2 		$138M Buy
+2,267,867
New +$138M 0.31% 71

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Principal Financial Group's MCO Position: Q1 2026 in Review

Principal Financial Group increased its Moody's (MCO) stake by 73% in Q1 2026, buying an estimated $215M and bringing the position to 1,081,807 shares worth $472M. The position accounts for 0.25% of the portfolio, ranked #79.

Principal Financial Group first reported a position in MCO in Q2 2013 and has held it in 52 quarters since. The position peaked at $926M in Q1 2023. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Principal Financial Group held 1,081,807 shares of Moody's worth $472M as of Q1 2026.
  • Principal Financial Group bought 454,684 Moody's shares in Q1 2026, an estimated $215M.
  • Moody's made up 0.25% of Principal Financial Group's portfolio in Q1 2026, its #79 holding.
  • Principal Financial Group first reported a position in Moody's in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's Moody's position peaked at $926M in Q1 2023.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.