Principal Financial Group
OSW icon

Principal Financial Group’s OneSpaWorld OSW Stock Holding History

Principal Financial Group’s Portfolio OSW Stock Details OSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.4M Buy
539,387
+480,378
+814% +$10.2M 0.01% 1214
2025
Q4 		$1.22M Buy
59,009
+16,594
+39% +$347K ﹤0.01% 1922
2025
Q3 		$897K Sell
42,415
-8,109
-16% -$177K ﹤0.01% 1944
2025
Q2 		$1.03M Buy
50,524
+15,232
+43% +$279K ﹤0.01% 1880
2025
Q1 		$593K Sell
35,292
-126
-0.4% -$2.45K ﹤0.01% 1914
2024
Q4 		$705K Buy
35,418
+2,281
+7% +$42.3K ﹤0.01% 1919
2024
Q3 		$547K Buy
33,137
+19,565
+144% +$310K ﹤0.01% 1930
2024
Q2 		$209K Buy
13,572
+2,350
+21% +$33.5K ﹤0.01% 2140
2024
Q1 		$148K Buy
+11,222
New +$152K ﹤0.01% 2223
2022
Q3 		– Sell
-10,297
Closed -$74K – 2552
2022
Q2 		$74K Buy
+10,297
New +$95.4K ﹤0.01% 2431
2021
Q3 		– Sell
-103,717
Closed -$1M – 2609
2021
Q2 		$1M Buy
103,717
+30,634
+42% +$335K ﹤0.01% 2037
2021
Q1 		$778K Buy
+73,083
New +$738K ﹤0.01% 2049
2020
Q1 		– Sell
-1,089,428
Closed -$18.3M – 2237
2019
Q4 		$18.3M Sell
1,089,428
-8,956
-0.8% -$141K 0.02% 865
2019
Q3 		$17.1M Sell
1,098,384
-16,225
-1% -$254K 0.02% 883
2019
Q2 		$17.3M Buy
1,114,609
+10,628
+1% +$147K 0.02% 870
2019
Q1 		$15.1M Buy
+1,103,981
New +$14.3M 0.01% 968

Other funds holding OSW

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group's OSW Position: Q1 2026 in Review

Principal Financial Group increased its OneSpaWorld (OSW) stake by 814% in Q1 2026, buying an estimated $10.2M and bringing the position to 539,387 shares worth $12.4M. The position accounts for 0.01% of the portfolio, ranked #1214.

Principal Financial Group first reported a position in OSW in Q1 2019 and has held it in 16 quarters since. The position peaked at $18.3M in Q4 2019. 232 funds tracked by Wall St. Rank hold OSW as of Q1 2026.

  • Principal Financial Group held 539,387 shares of OneSpaWorld worth $12.4M as of Q1 2026.
  • Principal Financial Group bought 480,378 OneSpaWorld shares in Q1 2026, an estimated $10.2M.
  • OneSpaWorld made up 0.01% of Principal Financial Group's portfolio in Q1 2026, its #1214 holding.
  • Principal Financial Group first reported a position in OneSpaWorld in Q1 2019 and has held it in 16 quarters since.
  • Principal Financial Group's OneSpaWorld position peaked at $18.3M in Q4 2019.
  • 232 funds tracked by Wall St. Rank held OneSpaWorld as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.