Principal Financial Group’s Nu Holdings NU Stock Holding History

Principal Financial Group’s Portfolio NU Stock Details NU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.61M	Sell	120,440 -28,850	-19%	-$389K	﹤0.01%	1878
2026 Q1	$2.15M	Buy	149,290 +80,034	+116%	+$1.3M	﹤0.01%	1813
2025 Q4	$1.16M	Sell	69,256 -30,287	-30%	-$487K	﹤0.01%	1931
2025 Q3	$1.59M	Sell	99,543 -37,213	-27%	-$519K	﹤0.01%	1852
2025 Q2	$1.88M	Sell	136,756 -80,807	-37%	-$968K	﹤0.01%	1810
2025 Q1	$2.23M	Sell	217,563 -49,870	-19%	-$589K	﹤0.01%	1751
2024 Q4	$2.77M	Sell	267,433 -886,031	-77%	-$11.8M	﹤0.01%	1743
2024 Q3	$15.7M	Buy	1,153,464 +876,039	+316%	+$11.8M	0.01%	992
2024 Q2	$3.58M	Buy	277,425 +53,999	+24%	+$629K	﹤0.01%	1645
2024 Q1	$2.67M	Buy	223,426 +12,595	+6%	+$129K	﹤0.01%	1732
2023 Q4	$1.76M	Sell	210,831 -41,846	-17%	-$338K	﹤0.01%	1780
2023 Q3	$1.83M	Buy	252,677 +8,993	+4%	+$67.3K	﹤0.01%	1773
2023 Q2	$1.92M	Buy	+243,684	New	+$1.5M	﹤0.01%	1772

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Principal Financial Group reduced its Nu Holdings (NU) stake by 19% in Q2 2026, selling an estimated $389K and leaving 120,440 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Principal Financial Group first reported a position in NU in Q2 2023 and has held it in 13 quarters since. The position peaked at $15.7M in Q3 2024. 860 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Principal Financial Group held 120,440 shares of Nu Holdings worth $1.61M as of Q2 2026.
Principal Financial Group sold 28,850 Nu Holdings shares in Q2 2026, an estimated $389K.
Nu Holdings made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1878 holding.
Principal Financial Group first reported a position in Nu Holdings in Q2 2023 and has held it in 13 quarters since.
Principal Financial Group's Nu Holdings position peaked at $15.7M in Q3 2024.
860 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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