Principal Financial Group’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.56B Buy
15,016,976
+158,841
+1% +$66.5M 2.97% 2
2025
Q4
$7.19B Sell
14,858,135
-166,038
-1% -$83.2M 3.67% 2
2025
Q3
$7.78B Sell
15,024,173
-265,137
-2% -$135M 3.92% 1
2025
Q2
$7.61B Sell
15,289,310
-126,322
-0.8% -$54.9M 4.02% 1
2025
Q1
$5.79B Sell
15,415,632
-183,720
-1% -$74.9M 3.25% 1
2024
Q4
$6.58B Sell
15,599,352
-51,706
-0.3% -$22M 3.58% 1
2024
Q3
$6.73B Buy
15,651,058
+501,954
+3% +$215M 3.68% 1
2024
Q2
$6.77B Sell
15,149,104
-178,170
-1% -$75.2M 4.02% 1
2024
Q1
$6.45B Sell
15,327,274
-183,344
-1% -$74.2M 3.79% 1
2023
Q4
$5.83B Sell
15,510,618
-136,509
-0.9% -$48.6M 3.72% 1
2023
Q3
$4.94B Sell
15,647,127
-134,505
-0.9% -$44.4M 3.55% 1
2023
Q2
$5.37B Sell
15,781,632
-838,169
-5% -$263M 3.67% 1
2023
Q1
$4.79B Buy
16,619,801
+241,900
+1% +$61.7M 3.43% 1
2022
Q4
$3.93B Buy
16,377,901
+259,778
+2% +$62.3M 2.96% 1
2022
Q3
$3.75B Sell
16,118,123
-11,858
-0.1% -$3.13M 2.98% 1
2022
Q2
$4.14B Buy
16,129,981
+1,339,560
+9% +$364M 3.07% 1
2022
Q1
$4.56B Sell
14,790,421
-53,859
-0.4% -$16.2M 2.88% 1
2021
Q4
$4.98B Sell
14,844,280
-305,306
-2% -$99M 2.97% 1
2021
Q3
$4.27B Buy
15,149,586
+137,945
+0.9% +$40.1M 2.79% 1
2021
Q2
$4.07B Buy
15,011,641
+137,442
+0.9% +$34.9M 2.63% 1
2021
Q1
$3.51B Sell
14,874,199
-806,437
-5% -$187M 2.47% 1
2020
Q4
$3.49B Buy
15,680,636
+57,964
+0.4% +$12.5M 2.58% 1
2020
Q3
$3.29B Buy
15,622,672
+550,059
+4% +$116M 2.77% 1
2020
Q2
$3.07B Buy
15,072,613
+798,604
+6% +$145M 2.7% 1
2020
Q1
$2.25B Sell
14,274,009
-492,228
-3% -$80.9M 2.49% 1
2019
Q4
$2.33B Sell
14,766,237
-428,733
-3% -$63M 1.94% 1
2019
Q3
$2.11B Sell
15,194,970
-244,144
-2% -$33.6M 1.86% 1
2019
Q2
$2.07B Buy
15,439,114
+133,925
+0.9% +$17M 1.86% 1
2019
Q1
$1.81B Sell
15,305,189
-266,262
-2% -$29M 1.68% 1
2018
Q4
$1.58B Sell
15,571,451
-478,009
-3% -$51.2M 1.69% 1
2018
Q3
$1.84B Sell
16,049,460
-349,250
-2% -$37.9M 1.62% 2
2018
Q2
$1.62B Sell
16,398,710
-195,969
-1% -$19M 1.49% 2
2018
Q1
$1.51B Buy
16,594,679
+338,571
+2% +$31M 1.45% 2
2017
Q4
$1.39B Buy
16,256,108
+514,282
+3% +$42.2M 1.28% 2
2017
Q3
$1.17B Sell
15,741,826
-122,283
-0.8% -$8.93M 1.14% 2
2017
Q2
$1.09B Buy
15,864,109
+1,233,431
+8% +$84.7M 1.1% 2
2017
Q1
$964M Buy
14,630,678
+58,661
+0.4% +$3.76M 1.16% 2
2016
Q4
$906M Buy
14,572,017
+308,235
+2% +$18.5M 1.15% 3
2016
Q3
$822M Sell
14,263,782
-863,931
-6% -$48.8M 1.08% 4
2016
Q2
$774M Sell
15,127,713
-230,493
-2% -$12M 1.08% 4
2016
Q1
$848M Buy
15,358,206
+720,627
+5% +$37.8M 1.23% 3
2015
Q4
$812M Buy
14,637,579
+444,279
+3% +$23.4M 1.21% 3
2015
Q3
$628M Sell
14,193,300
-1,136,364
-7% -$51M 0.99% 5
2015
Q2
$677M Buy
15,329,664
+98,376
+0.6% +$4.49M 1.01% 5
2015
Q1
$619M Sell
15,231,288
-190,097
-1% -$8.28M 0.92% 5
2014
Q4
$716M Buy
15,421,385
+451,474
+3% +$21.2M 1.11% 4
2014
Q3
$694M Buy
14,969,911
+3,151,637
+27% +$141M 1.18% 3
2014
Q2
$493M Buy
11,818,274
+5,952
+0.1% +$241K 0.83% 7
2014
Q1
$484M Buy
11,812,322
+385,385
+3% +$14.5M 0.86% 6
2013
Q4
$428M Buy
11,426,937
+1,090,280
+11% +$39.6M 0.8% 6
2013
Q3
$344M Sell
10,336,657
-1,177,962
-10% -$38.8M 0.71% 9
2013
Q2
$398M Buy
+11,514,619
New +$377M 0.88% 6

Other funds holding MSFT

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

Principal Financial Group increased its Microsoft (MSFT) stake by 1.1% in Q1 2026, buying an estimated $66.5M and bringing the position to 15,016,976 shares worth $5.56B. The position accounts for 2.97% of the portfolio, ranked #2.

Principal Financial Group first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.78B in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Principal Financial Group held 15,016,976 shares of Microsoft worth $5.56B as of Q1 2026.
  • Principal Financial Group bought 158,841 Microsoft shares in Q1 2026, an estimated $66.5M.
  • Microsoft made up 2.97% of Principal Financial Group's portfolio in Q1 2026, its #2 holding.
  • Principal Financial Group first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's Microsoft position peaked at $7.78B in Q3 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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