Principal Financial Group
MS icon

Principal Financial Group’s Morgan Stanley MS Stock Holding History

Principal Financial Group’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$593M Sell
2,836,822
-185,144
-6% -$36.7M 0.29% 75
2026
Q1 		$497M Sell
3,021,966
-127,363
-4% -$22.1M 0.27% 73
2025
Q4 		$559M Sell
3,149,329
-498,498
-14% -$83.2M 0.29% 70
2025
Q3 		$580M Sell
3,647,827
-373,224
-9% -$55.1M 0.29% 70
2025
Q2 		$566M Sell
4,021,051
-48,216
-1% -$5.92M 0.3% 72
2025
Q1 		$475M Sell
4,069,267
-167,918
-4% -$21.6M 0.27% 84
2024
Q4 		$533M Sell
4,237,185
-474,620
-10% -$58.5M 0.29% 72
2024
Q3 		$491M Buy
4,711,805
+36,120
+0.8% +$3.64M 0.27% 84
2024
Q2 		$454M Buy
4,675,685
+6,596
+0.1% +$628K 0.27% 82
2024
Q1 		$440M Sell
4,669,089
-304,456
-6% -$26.8M 0.26% 89
2023
Q4 		$464M Sell
4,973,545
-178,834
-3% -$14.3M 0.3% 76
2023
Q3 		$421M Sell
5,152,379
-138,047
-3% -$12M 0.3% 75
2023
Q2 		$452M Sell
5,290,426
-43,745
-0.8% -$3.74M 0.31% 78
2023
Q1 		$468M Buy
5,334,171
+62,016
+1% +$5.79M 0.33% 70
2022
Q4 		$448M Sell
5,272,155
-38,036
-0.7% -$3.24M 0.34% 75
2022
Q3 		$420M Buy
5,310,191
+451,471
+9% +$38.1M 0.33% 74
2022
Q2 		$370M Sell
4,858,720
-44,671
-0.9% -$3.66M 0.27% 90
2022
Q1 		$429M Buy
4,903,391
+1,372,991
+39% +$132M 0.27% 95
2021
Q4 		$347M Sell
3,530,400
-189,985
-5% -$18.9M 0.21% 128
2021
Q3 		$362M Sell
3,720,385
-14,916
-0.4% -$1.48M 0.24% 112
2021
Q2 		$342M Sell
3,735,301
-254,708
-6% -$21.8M 0.22% 117
2021
Q1 		$310M Sell
3,990,009
-127,174
-3% -$9.75M 0.22% 119
2020
Q4 		$282M Buy
4,117,183
+362,192
+10% +$20.8M 0.21% 129
2020
Q3 		$182M Sell
3,754,991
-85,693
-2% -$4.32M 0.15% 157
2020
Q2 		$186M Buy
3,840,684
+247,444
+7% +$10.4M 0.16% 150
2020
Q1 		$122M Buy
3,593,240
+1,831,911
+104% +$86.3M 0.14% 184
2019
Q4 		$90M Sell
1,761,329
-91,690
-5% -$4.34M 0.08% 283
2019
Q3 		$79.1M Sell
1,853,019
-18,941
-1% -$809K 0.07% 292
2019
Q2 		$82M Buy
1,871,960
+960
+0.1% +$42.8K 0.07% 287
2019
Q1 		$79M Sell
1,871,000
-59,167
-3% -$2.49M 0.07% 288
2018
Q4 		$76.5M Sell
1,930,167
-541,106
-22% -$23.6M 0.08% 275
2018
Q3 		$115M Sell
2,471,273
-78,822
-3% -$3.85M 0.1% 239
2018
Q2 		$121M Buy
2,550,095
+580,952
+30% +$30.4M 0.11% 216
2018
Q1 		$106M Sell
1,969,143
-34,031
-2% -$1.88M 0.1% 237
2017
Q4 		$105M Buy
2,003,174
+10,142
+0.5% +$513K 0.1% 255
2017
Q3 		$96M Sell
1,993,032
-62,393
-3% -$2.89M 0.09% 265
2017
Q2 		$91.6M Sell
2,055,425
-2,383,073
-54% -$103M 0.09% 269
2017
Q1 		$190M Sell
4,438,498
-341,831
-7% -$15.2M 0.23% 105
2016
Q4 		$202M Buy
4,780,329
+2,713,075
+131% +$103M 0.26% 94
2016
Q3 		$66.3M Sell
2,067,254
-2,709
-0.1% -$80.8K 0.09% 241
2016
Q2 		$53.8M Buy
2,069,963
+10,432
+0.5% +$273K 0.08% 261
2016
Q1 		$51.5M Buy
2,059,531
+88,248
+4% +$2.25M 0.07% 267
2015
Q4 		$62.7M Sell
1,971,283
-38,538
-2% -$1.28M 0.09% 236
2015
Q3 		$63.3M Buy
2,009,821
+40,997
+2% +$1.49M 0.1% 229
2015
Q2 		$76.4M Buy
1,968,824
+22,147
+1% +$843K 0.11% 218
2015
Q1 		$69.5M Buy
1,946,677
+36,714
+2% +$1.32M 0.1% 235
2014
Q4 		$74.1M Buy
1,909,963
+88,862
+5% +$3.16M 0.12% 225
2014
Q3 		$63M Buy
1,821,101
+176,494
+11% +$5.88M 0.11% 234
2014
Q2 		$53.2M Buy
1,644,607
+2,154
+0.1% +$66.4K 0.09% 264
2014
Q1 		$51.2M Buy
1,642,453
+75,532
+5% +$2.33M 0.09% 263
2013
Q4 		$49.1M Buy
1,566,921
+26,667
+2% +$793K 0.09% 263
2013
Q3 		$41.5M Sell
1,540,254
-9,763
-0.6% -$262K 0.09% 272
2013
Q2 		$37.9M Buy
+1,550,017
New +$36.8M 0.08% 279

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Principal Financial Group reduced its Morgan Stanley (MS) stake by 6.1% in Q2 2026, selling an estimated $36.7M and leaving 2,836,822 shares worth $593M. The position accounts for 0.29% of the portfolio, ranked #75.

Principal Financial Group first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Principal Financial Group held 2,836,822 shares of Morgan Stanley worth $593M as of Q2 2026.
  • Principal Financial Group sold 185,144 Morgan Stanley shares in Q2 2026, an estimated $36.7M.
  • Morgan Stanley made up 0.29% of Principal Financial Group's portfolio in Q2 2026, its #75 holding.
  • Principal Financial Group first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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