Principal Financial Group’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $962M | Buy |
1,668,462
+41,539
| +3% | +$24M | 0.51% | 41 |
|
|
2025
Q1 | $920M | Buy |
1,626,923
+13,918
| +0.9% | +$7.87M | 0.52% | 44 |
|
|
2024
Q4 | $968M | Buy |
1,613,005
+119,471
| +8% | +$71.7M | 0.53% | 41 |
|
|
2024
Q3 | $871M | Buy |
1,493,534
+37,340
| +3% | +$21.8M | 0.48% | 44 |
|
|
2024
Q2 | $702M | Buy |
1,456,194
+623,712
| +75% | +$300M | 0.42% | 49 |
|
|
2024
Q1 | $467M | Buy |
832,482
+13,060
| +2% | +$7.32M | 0.27% | 80 |
|
|
2023
Q4 | $464M | Buy |
819,422
+57,342
| +8% | +$32.4M | 0.3% | 77 |
|
|
2023
Q3 | $391M | Buy |
762,080
+284,513
| +60% | +$146M | 0.28% | 85 |
|
|
2023
Q2 | $224M | Sell |
477,567
-9,851
| -2% | -$4.62M | 0.15% | 140 |
|
|
2023
Q1 | $273M | Sell |
487,418
-9,805
| -2% | -$5.49M | 0.2% | 121 |
|
|
2022
Q4 | $231M | Sell |
497,223
-13,960
| -3% | -$6.49M | 0.17% | 135 |
|
|
2022
Q3 | $216M | Sell |
511,183
-18,413
| -3% | -$7.77M | 0.17% | 137 |
|
|
2022
Q2 | $218M | Sell |
529,596
-147,858
| -22% | -$60.9M | 0.16% | 140 |
|
|
2022
Q1 | $341M | Buy |
677,454
+23,347
| +4% | +$11.7M | 0.21% | 119 |
|
|
2021
Q4 | $401M | Sell |
654,107
-17,350
| -3% | -$10.6M | 0.24% | 114 |
|
|
2021
Q3 | $408M | Sell |
671,457
-31,883
| -5% | -$19.4M | 0.27% | 94 |
|
|
2021
Q2 | $375M | Sell |
703,340
-16,441
| -2% | -$8.76M | 0.24% | 107 |
|
|
2021
Q1 | $302M | Sell |
719,781
-23,647
| -3% | -$9.91M | 0.21% | 123 |
|
|
2020
Q4 | $332M | Sell |
743,428
-14,545
| -2% | -$6.49M | 0.25% | 106 |
|
|
2020
Q3 | $270M | Sell |
757,973
-29,447
| -4% | -$10.5M | 0.23% | 115 |
|
|
2020
Q2 | $263M | Sell |
787,420
-45,405
| -5% | -$15.2M | 0.23% | 118 |
|
|
2020
Q1 | $241M | Sell |
832,825
-113,626
| -12% | -$32.8M | 0.27% | 104 |
|
|
2019
Q4 | $244M | Sell |
946,451
-7,099
| -0.7% | -$1.83M | 0.2% | 127 |
|
|
2019
Q3 | $208M | Sell |
953,550
-3,883
| -0.4% | -$846K | 0.18% | 141 |
|
|
2019
Q2 | $229M | Sell |
957,433
-44,716
| -4% | -$10.7M | 0.21% | 124 |
|
|
2019
Q1 | $199M | Buy |
1,002,149
+35,095
| +4% | +$6.98M | 0.19% | 133 |
|
|
2018
Q4 | $143M | Buy |
967,054
+23,858
| +3% | +$3.52M | 0.15% | 166 |
|
|
2018
Q3 | $167M | Buy |
943,196
+48,789
| +5% | +$8.66M | 0.15% | 164 |
|
|
2018
Q2 | $148M | Sell |
894,407
-41,720
| -4% | -$6.9M | 0.14% | 182 |
|
|
2018
Q1 | $140M | Buy |
936,127
+6,983
| +0.8% | +$1.04M | 0.13% | 191 |
|
|
2017
Q4 | $118M | Sell |
929,144
-3,271
| -0.4% | -$414K | 0.11% | 237 |
|
|
2017
Q3 | $109M | Sell |
932,415
-3,280
| -0.4% | -$383K | 0.11% | 245 |
|
|
2017
Q2 | $96.4M | Buy |
935,695
+14,911
| +2% | +$1.54M | 0.1% | 260 |
|
|
2017
Q1 | $89.5M | Sell |
920,784
-13,710
| -1% | -$1.33M | 0.11% | 199 |
|
|
2016
Q4 | $73.6M | Sell |
934,494
-457,076
| -33% | -$36M | 0.09% | 227 |
|
|
2016
Q3 | $117M | Sell |
1,391,570
-449,845
| -24% | -$37.8M | 0.15% | 146 |
|
|
2016
Q2 | $142M | Sell |
1,841,415
-19,482
| -1% | -$1.5M | 0.2% | 125 |
|
|
2016
Q1 | $138M | Sell |
1,860,897
-3,364
| -0.2% | -$249K | 0.2% | 128 |
|
|
2015
Q4 | $134M | Sell |
1,864,261
-9,563
| -0.5% | -$690K | 0.2% | 135 |
|
|
2015
Q3 | $111M | Buy |
1,873,824
+38,283
| +2% | +$2.28M | 0.18% | 154 |
|
|
2015
Q2 | $113M | Buy |
1,835,541
+102,803
| +6% | +$6.33M | 0.17% | 163 |
|
|
2015
Q1 | $106M | Buy |
1,732,738
+23,116
| +1% | +$1.42M | 0.16% | 177 |
|
|
2014
Q4 | $81.1M | Buy |
1,709,622
+61,455
| +4% | +$2.92M | 0.13% | 209 |
|
|
2014
Q3 | $77.5M | Buy |
1,648,167
+54,074
| +3% | +$2.54M | 0.13% | 198 |
|
|
2014
Q2 | $73.1M | Buy |
1,594,093
+258,044
| +19% | +$11.8M | 0.12% | 216 |
|
|
2014
Q1 | $57.5M | Buy |
1,336,049
+57,351
| +4% | +$2.47M | 0.1% | 252 |
|
|
2013
Q4 | $55.9M | Buy |
1,278,698
+318,274
| +33% | +$13.9M | 0.1% | 248 |
|
|
2013
Q3 | $38.7M | Buy |
960,424
+701,812
| +271% | +$28.3M | 0.08% | 285 |
|
|
2013
Q2 | $8.6M | Buy |
+258,612
| New | +$8.6M | 0.02% | 850 |
|