Principal Financial Group
NU icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return