Principal Financial Group
MORN icon

Principal Financial Group’s Morningstar MORN Stock Holding History

Principal Financial Group’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13M Sell
77,073
-10,998
-12% -$2.04M 0.01% 1178
2025
Q4 		$19.1M Sell
88,071
-3,084
-3% -$668K 0.01% 919
2025
Q3 		$21.1M Buy
91,155
+22,109
+32% +$5.89M 0.01% 833
2025
Q2 		$21.7M Sell
69,046
-7,281
-10% -$2.16M 0.01% 805
2025
Q1 		$22.9M Sell
76,327
-2,312
-3% -$728K 0.01% 739
2024
Q4 		$26.5M Sell
78,639
-6,206
-7% -$2.12M 0.01% 702
2024
Q3 		$27.1M Sell
84,845
-25,095
-23% -$7.8M 0.01% 686
2024
Q2 		$32.5M Sell
109,940
-77,691
-41% -$23M 0.02% 608
2024
Q1 		$57.9M Sell
187,631
-332
-0.2% -$95.6K 0.03% 433
2023
Q4 		$53.8M Sell
187,963
-18,170
-9% -$4.73M 0.03% 422
2023
Q3 		$48.3M Buy
206,133
+89,099
+76% +$20.1M 0.03% 421
2023
Q2 		$22.9M Sell
117,034
-43,294
-27% -$8.57M 0.02% 768
2023
Q1 		$32.6M Sell
160,328
-20,217
-11% -$4.45M 0.02% 587
2022
Q4 		$39.1M Sell
180,545
-24,224
-12% -$5.52M 0.03% 488
2022
Q3 		$43.5M Sell
204,769
-11,164
-5% -$2.65M 0.03% 424
2022
Q2 		$52.2M Buy
215,933
+90,905
+73% +$22.9M 0.04% 386
2022
Q1 		$34.2M Buy
125,028
+17,516
+16% +$4.95M 0.02% 605
2021
Q4 		$36.8M Sell
107,512
-18,293
-15% -$5.66M 0.02% 582
2021
Q3 		$32.6M Buy
125,805
+17,751
+16% +$4.66M 0.02% 608
2021
Q2 		$27.8M Sell
108,054
-57,532
-35% -$14M 0.02% 716
2021
Q1 		$37.3M Buy
165,586
+22,473
+16% +$5.27M 0.03% 547
2020
Q4 		$33.1M Sell
143,113
-11,033
-7% -$2.19M 0.02% 522
2020
Q3 		$24.8M Buy
154,146
+26,831
+21% +$4.24M 0.02% 571
2020
Q2 		$17.9M Buy
127,315
+62,960
+98% +$8.89M 0.02% 714
2020
Q1 		$7.48M Buy
64,355
+35,694
+125% +$5.17M 0.01% 1072
2019
Q4 		$4.34M Buy
28,661
+26,396
+1,165% +$4.05M ﹤0.01% 1573
2019
Q3 		$331K Sell
2,265
-245
-10% -$37.7K ﹤0.01% 2035
2019
Q2 		$363K Buy
2,510
+140
+6% +$19.3K ﹤0.01% 2025
2019
Q1 		$299K Buy
2,370
+248
+12% +$29.8K ﹤0.01% 2036
2018
Q4 		$233K Sell
2,122
-799
-27% -$93.7K ﹤0.01% 2093
2018
Q3 		$368K Sell
2,921
-23
-0.8% -$3.1K ﹤0.01% 2033
2018
Q2 		$378K Sell
2,944
-753
-20% -$86.1K ﹤0.01% 2022
2018
Q1 		$353K Buy
3,697
+564
+18% +$54.2K ﹤0.01% 1995
2017
Q4 		$304K Buy
3,133
+551
+21% +$49.6K ﹤0.01% 2046
2017
Q3 		$219K Buy
+2,582
New +$210K ﹤0.01% 2094
2017
Q2 		– Sell
-3,319
Closed -$261K – 2278
2017
Q1 		$261K Sell
3,319
-278
-8% -$21.6K ﹤0.01% 2041
2016
Q4 		$265K Sell
3,597
-966
-21% -$71K ﹤0.01% 2038
2016
Q3 		$362K Sell
4,563
-347
-7% -$28.5K ﹤0.01% 1916
2016
Q2 		$402K Buy
4,910
+709
+17% +$59.3K ﹤0.01% 1876
2016
Q1 		$371K Sell
4,201
-333
-7% -$26.5K ﹤0.01% 1889
2015
Q4 		$365K Sell
4,534
-508
-10% -$41.2K ﹤0.01% 1912
2015
Q3 		$405K Sell
5,042
-656
-12% -$53.6K ﹤0.01% 1899
2015
Q2 		$453K Buy
5,698
+157
+3% +$12K ﹤0.01% 1887
2015
Q1 		$415K Buy
+5,541
New +$393K ﹤0.01% 1861
2014
Q1 		– Sell
-8,235
Closed -$643K – 2292
2013
Q4 		$643K Buy
8,235
+4,716
+134% +$375K ﹤0.01% 1836
2013
Q3 		$279K Buy
+3,519
New +$272K ﹤0.01% 1985

Other funds holding MORN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Principal Financial Group reduced its Morningstar (MORN) stake by 12% in Q1 2026, selling an estimated $2.04M and leaving 77,073 shares worth $13M. The position accounts for 0.01% of the portfolio, ranked #1178.

Principal Financial Group first reported a position in MORN in Q3 2013 and has held it in 46 quarters since. The position peaked at $57.9M in Q1 2024. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Principal Financial Group held 77,073 shares of Morningstar worth $13M as of Q1 2026.
  • Principal Financial Group sold 10,998 Morningstar shares in Q1 2026, an estimated $2.04M.
  • Morningstar made up 0.01% of Principal Financial Group's portfolio in Q1 2026, its #1178 holding.
  • Principal Financial Group first reported a position in Morningstar in Q3 2013 and has held it in 46 quarters since.
  • Principal Financial Group's Morningstar position peaked at $57.9M in Q1 2024.
  • 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

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