Principal Financial Group
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Principal Financial Group’s Ocular Therapeutix OCUL Stock Holding History

Principal Financial Group’s Portfolio OCUL Stock Details OCUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$132K Sell
13,446
-177
-1% -$1.6K ﹤0.01% 2101
2026
Q1 		$115K Buy
13,623
+2,642
+24% +$25.2K ﹤0.01% 2121
2025
Q4 		$133K Buy
10,981
+221
+2% +$2.68K ﹤0.01% 2140
2025
Q3 		$126K Buy
+10,760
New +$129K ﹤0.01% 2190
2025
Q2 		– Sell
-12,623
Closed -$92.5K – 2293
2025
Q1 		$92.5K Sell
12,623
-797
-6% -$6.13K ﹤0.01% 2102
2024
Q4 		$115K Sell
13,420
-1,141
-8% -$11.1K ﹤0.01% 2142
2024
Q3 		$127K Sell
14,561
-11,803
-45% -$97.3K ﹤0.01% 2135
2024
Q2 		$180K Sell
26,364
-1,516
-5% -$9.36K ﹤0.01% 2155
2024
Q1 		$254K Buy
27,880
+5,921
+27% +$42K ﹤0.01% 2123
2023
Q4 		$97.9K Sell
21,959
-112
-0.5% -$331 ﹤0.01% 2275
2023
Q3 		$69.3K Sell
22,071
-175
-0.8% -$716 ﹤0.01% 2326
2023
Q2 		$115K Sell
22,246
-625
-3% -$3.72K ﹤0.01% 2270
2023
Q1 		$121K Sell
22,871
-1,695
-7% -$8.05K ﹤0.01% 2272
2022
Q4 		$69K Buy
24,566
+4,471
+22% +$14.8K ﹤0.01% 2343
2022
Q3 		$84K Sell
20,095
-476
-2% -$2.4K ﹤0.01% 2360
2022
Q2 		$83K Buy
20,571
+6,536
+47% +$24.7K ﹤0.01% 2411
2022
Q1 		$69K Buy
14,035
+999
+8% +$5.54K ﹤0.01% 2468
2021
Q4 		$91K Sell
13,036
-132,705
-91% -$1.03M ﹤0.01% 2448
2021
Q3 		$1.46M Buy
145,741
+541
+0.4% +$6.08K ﹤0.01% 1924
2021
Q2 		$2.06M Buy
145,200
+115,671
+392% +$1.76M ﹤0.01% 1901
2021
Q1 		$484K Sell
29,529
-836
-3% -$16.1K ﹤0.01% 2161
2020
Q4 		$628K Buy
+30,365
New +$451K ﹤0.01% 2053
2015
Q2 		– Sell
-54,000
Closed -$2.27M – 2203
2015
Q1 		$2.27M Sell
54,000
-70,000
-56% -$2.3M ﹤0.01% 1630
2014
Q4 		$2.92M Buy
+124,000
New +$2.09M ﹤0.01% 1597

Other funds holding OCUL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
SR
Summer Road West Palm Beach, Florida $161M AUM 27.24% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Principal Financial Group reduced its Ocular Therapeutix (OCUL) stake by 1.3% in Q2 2026, selling an estimated $1.6K and leaving 13,446 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

Principal Financial Group first reported a position in OCUL in Q4 2014 and has held it in 24 quarters since. The position peaked at $2.92M in Q4 2014. 263 funds tracked by Wall St. Rank hold OCUL as of Q2 2026.

  • Principal Financial Group held 13,446 shares of Ocular Therapeutix worth $132K as of Q2 2026.
  • Principal Financial Group sold 177 Ocular Therapeutix shares in Q2 2026, an estimated $1.6K.
  • Ocular Therapeutix made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #2101 holding.
  • Principal Financial Group first reported a position in Ocular Therapeutix in Q4 2014 and has held it in 24 quarters since.
  • Principal Financial Group's Ocular Therapeutix position peaked at $2.92M in Q4 2014.
  • 263 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2026.

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