Principal Financial Group
NRDS icon

Principal Financial Group’s NerdWallet NRDS Stock Holding History

Principal Financial Group’s Portfolio NRDS Stock Details NRDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.81M Buy
303,401
+23,761
+8% +$222K ﹤0.01% 1797
2026
Q1 		$2.9M Buy
+279,640
New +$3.15M ﹤0.01% 1774

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Principal Financial Group increased its NerdWallet (NRDS) stake by 8.5% in Q2 2026, buying an estimated $222K and bringing the position to 303,401 shares worth $2.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Principal Financial Group first reported a position in NRDS in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.9M in Q1 2026. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • Principal Financial Group held 303,401 shares of NerdWallet worth $2.81M as of Q2 2026.
  • Principal Financial Group bought 23,761 NerdWallet shares in Q2 2026, an estimated $222K.
  • NerdWallet made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1797 holding.
  • Principal Financial Group first reported a position in NerdWallet in Q1 2026 and has held it in 2 quarters since.
  • Principal Financial Group's NerdWallet position peaked at $2.9M in Q1 2026.
  • 148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

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