Principal Financial Group
NVS icon

Principal Financial Group’s Novartis NVS Stock Holding History

Principal Financial Group’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$245M Buy
1,565,796
+33,007
+2% +$4.95M 0.12% 160
2026
Q1 		$234M Sell
1,532,789
-276,369
-15% -$42.4M 0.13% 163
2025
Q4 		$249M Sell
1,809,158
-279,382
-13% -$36.6M 0.13% 153
2025
Q3 		$268M Sell
2,088,540
-203,340
-9% -$24.8M 0.14% 149
2025
Q2 		$277M Sell
2,291,880
-101,139
-4% -$11.4M 0.15% 140
2025
Q1 		$267M Sell
2,393,019
-33,907
-1% -$3.61M 0.15% 139
2024
Q4 		$236M Sell
2,426,926
-42,642
-2% -$4.55M 0.13% 152
2024
Q3 		$284M Sell
2,469,568
-11,997
-0.5% -$1.36M 0.16% 136
2024
Q2 		$264M Sell
2,481,565
-41,769
-2% -$4.19M 0.16% 134
2024
Q1 		$244M Buy
2,523,334
+14,686
+0.6% +$1.51M 0.14% 138
2023
Q4 		$253M Sell
2,508,648
-30,617
-1% -$2.96M 0.16% 133
2023
Q3 		$259M Buy
2,539,265
+51,391
+2% +$5.22M 0.19% 121
2023
Q2 		$251M Sell
2,487,874
-242,473
-9% -$24.3M 0.17% 129
2023
Q1 		$251M Buy
2,730,347
+264,310
+11% +$23.1M 0.18% 130
2022
Q4 		$224M Buy
2,466,037
+7,806
+0.3% +$657K 0.17% 138
2022
Q3 		$187M Buy
2,458,231
+189,855
+8% +$15.7M 0.15% 152
2022
Q2 		$192M Sell
2,268,376
-24,731
-1% -$2.17M 0.14% 153
2022
Q1 		$201M Buy
2,293,107
+14,914
+0.7% +$1.29M 0.13% 176
2021
Q4 		$199M Buy
2,278,193
+209,629
+10% +$17.4M 0.12% 181
2021
Q3 		$169M Buy
2,068,564
+401,585
+24% +$36.1M 0.11% 189
2021
Q2 		$152M Sell
1,666,979
-20,061
-1% -$1.79M 0.1% 201
2021
Q1 		$144M Buy
1,687,040
+12,864
+0.8% +$1.15M 0.1% 203
2020
Q4 		$158M Buy
1,674,176
+132,060
+9% +$11.5M 0.12% 183
2020
Q3 		$134M Buy
1,542,116
+64,683
+4% +$5.6M 0.11% 188
2020
Q2 		$129M Buy
1,477,433
+37,010
+3% +$3.19M 0.11% 196
2020
Q1 		$119M Sell
1,440,423
-2,485
-0.2% -$222K 0.13% 187
2019
Q4 		$137M Buy
1,442,908
+75,130
+5% +$6.74M 0.11% 214
2019
Q3 		$119M Buy
1,367,778
+16,184
+1% +$1.45M 0.1% 225
2019
Q2 		$123M Buy
1,351,594
+68,405
+5% +$5.79M 0.11% 214
2019
Q1 		$111M Buy
1,283,189
+1,089
+0.1% +$87.4K 0.1% 225
2018
Q4 		$98.6M Buy
1,282,100
+87,982
+7% +$6.85M 0.11% 227
2018
Q3 		$92.2M Sell
1,194,118
-559
-0% -$41.3K 0.08% 273
2018
Q2 		$80.9M Buy
1,194,677
+47,836
+4% +$3.3M 0.07% 283
2018
Q1 		$83.1M Sell
1,146,841
-7,728
-0.7% -$588K 0.08% 279
2017
Q4 		$86.9M Buy
1,154,569
+56,579
+5% +$4.27M 0.08% 288
2017
Q3 		$84.5M Buy
1,097,990
+140,613
+15% +$10.6M 0.08% 295
2017
Q2 		$71.6M Buy
+957,377
New +$67.9M 0.07% 327

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Principal Financial Group increased its Novartis (NVS) stake by 2.2% in Q2 2026, buying an estimated $4.95M and bringing the position to 1,565,796 shares worth $245M. The position accounts for 0.12% of the portfolio, ranked #160.

Principal Financial Group first reported a position in NVS in Q2 2017 and has held it in 37 quarters since. The position peaked at $284M in Q3 2024. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Principal Financial Group held 1,565,796 shares of Novartis worth $245M as of Q2 2026.
  • Principal Financial Group bought 33,007 Novartis shares in Q2 2026, an estimated $4.95M.
  • Novartis made up 0.12% of Principal Financial Group's portfolio in Q2 2026, its #160 holding.
  • Principal Financial Group first reported a position in Novartis in Q2 2017 and has held it in 37 quarters since.
  • Principal Financial Group's Novartis position peaked at $284M in Q3 2024.
  • 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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