Principal Financial Group
NIO icon

Principal Financial Group’s NIO NIO Stock Holding History

Principal Financial Group’s Portfolio NIO Stock Details NIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-75,100
Closed -$502K – 2239
2024
Q3 		$502K Buy
75,100
+43,839
+140% +$201K ﹤0.01% 1952
2024
Q2 		$130K Buy
+31,261
New +$148K ﹤0.01% 2199
2023
Q4 		– Sell
-49,003
Closed -$443K – 2445
2023
Q3 		$443K Buy
+49,003
New +$545K ﹤0.01% 1977
2022
Q2 		– Sell
-323,833
Closed -$6.82M – 2607
2022
Q1 		$6.82M Sell
323,833
-5,812
-2% -$137K ﹤0.01% 1542
2021
Q4 		$10.4M Buy
329,645
+307,863
+1,413% +$11.3M 0.01% 1370
2021
Q3 		$776K Sell
21,782
-3,444
-14% -$141K ﹤0.01% 2066
2021
Q2 		$1.34M Sell
25,226
-5,395
-18% -$216K ﹤0.01% 1985
2021
Q1 		$1.19M Sell
30,621
-16,632
-35% -$848K ﹤0.01% 1957
2020
Q4 		$2.3M Buy
+47,253
New +$1.83M ﹤0.01% 1776

Other funds holding NIO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Principal Financial Group's NIO Position: Q4 2024 in Review

Principal Financial Group sold out of NIO (NIO) in Q4 2024, closing a stake of 75,100 shares — an estimated $502K sold.

Principal Financial Group first reported a position in NIO in Q4 2020 and held it in 9 quarters. The position peaked at $10.4M in Q4 2021. 431 funds tracked by Wall St. Rank hold NIO as of Q4 2024.

  • Principal Financial Group reported no remaining NIO position as of Q4 2024 after selling out during the quarter.
  • Principal Financial Group sold 75,100 NIO shares in Q4 2024, an estimated $502K.
  • Principal Financial Group first reported a position in NIO in Q4 2020 and held it in 9 quarters.
  • Principal Financial Group's NIO position peaked at $10.4M in Q4 2021.
  • 431 funds tracked by Wall St. Rank held NIO as of Q4 2024.

Based on Principal Financial Group's 13F filing for Q4 2024, filed 31 Jan 2025.