Principal Financial Group
MKTX icon

Principal Financial Group’s MarketAxess Holdings MKTX Stock Holding History

Principal Financial Group’s Portfolio MKTX Stock Details MKTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30M Buy
181,798
+3,725
+2% +$653K 0.02% 689
2025
Q4 		$32.3M Sell
178,073
-6,784
-4% -$1.16M 0.02% 628
2025
Q3 		$32.2M Buy
184,857
+133,260
+258% +$26.1M 0.02% 633
2025
Q2 		$11.5M Buy
51,597
+7,784
+18% +$1.71M 0.01% 1174
2025
Q1 		$9.48M Sell
43,813
-2,889
-6% -$607K 0.01% 1290
2024
Q4 		$10.6M Sell
46,702
-8,977
-16% -$2.36M 0.01% 1270
2024
Q3 		$14.3M Buy
55,679
+10,361
+23% +$2.43M 0.01% 1062
2024
Q2 		$9.09M Sell
45,318
-1,598
-3% -$330K 0.01% 1312
2024
Q1 		$10.3M Sell
46,916
-12,379
-21% -$2.92M 0.01% 1287
2023
Q4 		$17.4M Buy
59,295
+7,835
+15% +$1.89M 0.01% 961
2023
Q3 		$11M Buy
51,460
+597
+1% +$145K 0.01% 1180
2023
Q2 		$13.3M Sell
50,863
-34,697
-41% -$10.4M 0.01% 1096
2023
Q1 		$33.5M Buy
85,560
+35,337
+70% +$12.5M 0.02% 572
2022
Q4 		$14M Sell
50,223
-739
-1% -$190K 0.01% 1047
2022
Q3 		$11.3M Buy
50,962
+2,268
+5% +$582K 0.01% 1120
2022
Q2 		$12.5M Sell
48,694
-1,982
-4% -$542K 0.01% 1131
2022
Q1 		$17.2M Sell
50,676
-3,092
-6% -$1.12M 0.01% 1020
2021
Q4 		$22.1M Sell
53,768
-1,202
-2% -$474K 0.01% 886
2021
Q3 		$23.1M Buy
54,970
+2,835
+5% +$1.3M 0.02% 824
2021
Q2 		$24.2M Buy
52,135
+794
+2% +$378K 0.02% 819
2021
Q1 		$25.6M Sell
51,341
-4,405
-8% -$2.35M 0.02% 740
2020
Q4 		$31.8M Sell
55,746
-1,312
-2% -$715K 0.02% 538
2020
Q3 		$27.5M Sell
57,058
-3,107
-5% -$1.54M 0.02% 540
2020
Q2 		$30.1M Buy
60,165
+4,381
+8% +$2.04M 0.03% 497
2020
Q1 		$18.6M Sell
55,784
-4
-0% -$1.39K 0.02% 585
2019
Q4 		$21.1M Sell
55,788
-1,525
-3% -$559K 0.02% 760
2019
Q3 		$18.8M Sell
57,313
-47
-0.1% -$16.8K 0.02% 816
2019
Q2 		$18.4M Sell
57,360
-107,157
-65% -$31M 0.02% 821
2019
Q1 		$40.5M Buy
164,517
+1,655
+1% +$375K 0.04% 448
2018
Q4 		$34.4M Sell
162,862
-2,946
-2% -$610K 0.04% 454
2018
Q3 		$29.6M Buy
165,808
+2,518
+2% +$484K 0.03% 618
2018
Q2 		$32.3M Buy
163,290
+2,566
+2% +$532K 0.03% 551
2018
Q1 		$34.9M Buy
160,724
+836
+0.5% +$172K 0.03% 511
2017
Q4 		$32.3M Buy
159,888
+3,073
+2% +$580K 0.03% 564
2017
Q3 		$28.9M Sell
156,815
-4,287
-3% -$820K 0.03% 589
2017
Q2 		$32.4M Buy
161,102
+10,349
+7% +$1.98M 0.03% 538
2017
Q1 		$28.3M Buy
150,753
+4,702
+3% +$852K 0.03% 536
2016
Q4 		$21.5M Sell
146,051
-62,586
-30% -$9.94M 0.03% 647
2016
Q3 		$34.5M Buy
208,637
+68,606
+49% +$11.1M 0.05% 422
2016
Q2 		$20.4M Buy
140,031
+16,336
+13% +$2.17M 0.03% 603
2016
Q1 		$15.4M Buy
123,695
+6,235
+5% +$712K 0.02% 725
2015
Q4 		$13.1M Sell
117,460
-122,684
-51% -$12.5M 0.02% 780
2015
Q3 		$22.3M Buy
240,144
+6,311
+3% +$610K 0.04% 503
2015
Q2 		$21.7M Sell
233,833
-3,488
-1% -$308K 0.03% 549
2015
Q1 		$19.7M Buy
237,321
+4,844
+2% +$384K 0.03% 547
2014
Q4 		$16.7M Sell
232,477
-165
-0.1% -$10.9K 0.03% 618
2014
Q3 		$14.4M Sell
232,642
-3,976
-2% -$224K 0.02% 676
2014
Q2 		$12.8M Sell
236,618
-5,360
-2% -$293K 0.02% 770
2014
Q1 		$14.3M Buy
241,978
+10,396
+4% +$643K 0.03% 686
2013
Q4 		$15.5M Buy
231,582
+14,066
+6% +$925K 0.03% 622
2013
Q3 		$13.1M Buy
217,516
+7,087
+3% +$379K 0.03% 658
2013
Q2 		$9.84M Buy
+210,429
New +$9.04M 0.02% 777

Other funds holding MKTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Principal Financial Group increased its MarketAxess Holdings (MKTX) stake by 2.1% in Q1 2026, buying an estimated $653K and bringing the position to 181,798 shares worth $30M. The position accounts for 0.02% of the portfolio, ranked #689.

Principal Financial Group first reported a position in MKTX in Q2 2013 and has held it in 52 quarters since. The position peaked at $40.5M in Q1 2019. 447 funds tracked by Wall St. Rank hold MKTX as of Q1 2026.

  • Principal Financial Group held 181,798 shares of MarketAxess Holdings worth $30M as of Q1 2026.
  • Principal Financial Group bought 3,725 MarketAxess Holdings shares in Q1 2026, an estimated $653K.
  • MarketAxess Holdings made up 0.02% of Principal Financial Group's portfolio in Q1 2026, its #689 holding.
  • Principal Financial Group first reported a position in MarketAxess Holdings in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's MarketAxess Holdings position peaked at $40.5M in Q1 2019.
  • 447 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2026.

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