Principal Financial Group
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Principal Financial Group’s National Healthcare NHC Stock Holding History

Principal Financial Group’s Portfolio NHC Stock Details NHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.4M Buy
79,219
+11,313
+17% +$2.51M 0.01% 1065
2026
Q2 		$14.4M Buy
67,906
+817
+1% +$150K 0.01% 1206
2026
Q1 		$10.7M Buy
67,089
+109
+0.2% +$16.7K 0.01% 1293
2025
Q4 		$9.18M Buy
66,980
+1,968
+3% +$254K ﹤0.01% 1354
2025
Q3 		$7.9M Buy
65,012
+277
+0.4% +$29.9K ﹤0.01% 1405
2025
Q2 		$6.93M Sell
64,735
-675
-1% -$67.5K ﹤0.01% 1435
2025
Q1 		$6.07M Buy
65,410
+1,671
+3% +$162K ﹤0.01% 1492
2024
Q4 		$6.86M Buy
63,739
+2,140
+3% +$260K ﹤0.01% 1475
2024
Q3 		$7.75M Sell
61,599
-11,171
-15% -$1.4M ﹤0.01% 1400
2024
Q2 		$7.89M Sell
72,770
-2,393
-3% -$233K ﹤0.01% 1385
2024
Q1 		$7.1M Buy
75,163
+5,008
+7% +$474K ﹤0.01% 1456
2023
Q4 		$6.48M Buy
+70,155
New +$5.38M ﹤0.01% 1474
2022
Q3 		– Sell
-5,042
Closed -$353K – 2550
2022
Q2 		$353K Buy
5,042
+343
+7% +$24K ﹤0.01% 2145
2022
Q1 		$330K Sell
4,699
-2,281
-33% -$153K ﹤0.01% 2215
2021
Q4 		$474K Buy
6,980
+2,082
+43% +$144K ﹤0.01% 2140
2021
Q3 		$343K Sell
4,898
-35
-0.7% -$2.55K ﹤0.01% 2268
2021
Q2 		$345K Sell
4,933
-16
-0.3% -$1.16K ﹤0.01% 2311
2021
Q1 		$386K Buy
4,949
+390
+9% +$27.6K ﹤0.01% 2212
2020
Q4 		$303K Sell
4,559
-4,043
-47% -$266K ﹤0.01% 2232
2020
Q3 		$536K Buy
8,602
+4,047
+89% +$253K ﹤0.01% 2010
2020
Q2 		$289K Buy
4,555
+421
+10% +$28.2K ﹤0.01% 2093
2020
Q1 		$297K Buy
4,134
+17
+0.4% +$1.34K ﹤0.01% 1969
2019
Q4 		$356K Sell
4,117
-18
-0.4% -$1.5K ﹤0.01% 2017
2019
Q3 		$338K Buy
4,135
+360
+10% +$29.8K ﹤0.01% 2029
2019
Q2 		$306K Buy
3,775
+879
+30% +$67.9K ﹤0.01% 2058
2019
Q1 		$220K Sell
2,896
-13
-0.4% -$1.03K ﹤0.01% 2105
2018
Q4 		$228K Buy
+2,909
New +$228K ﹤0.01% 2099
2017
Q3 		– Sell
-2,930
Closed -$206K – 2231
2017
Q2 		$206K Buy
+2,930
New +$209K ﹤0.01% 2129

Other funds holding NHC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley Institutional Investment Advisors
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1B AUM 15.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Principal Financial Group's NHC Position: Q3 2026 in Review

Principal Financial Group increased its National Healthcare (NHC) stake by 17% in Q3 2026, buying an estimated $2.51M and bringing the position to 79,219 shares worth $17.4M. The position accounts for 0.01% of the portfolio, ranked #1065.

Principal Financial Group first reported a position in NHC in Q2 2017 and has held it in 28 quarters since. 219 funds tracked by Wall St. Rank hold NHC as of Q3 2026.

  • Principal Financial Group held 79,219 shares of National Healthcare worth $17.4M as of Q3 2026.
  • Principal Financial Group bought 11,313 National Healthcare shares in Q3 2026, an estimated $2.51M.
  • National Healthcare made up 0.01% of Principal Financial Group's portfolio in Q3 2026, its #1065 holding.
  • Principal Financial Group first reported a position in National Healthcare in Q2 2017 and has held it in 28 quarters since.
  • 219 funds tracked by Wall St. Rank held National Healthcare as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.