Principal Financial Group’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $46.2M | Buy |
336,993
+23,562
| +8% | +$2.86M | 0.02% | 558 |
|
|
2026
Q1 | $36.9M | Sell |
313,431
-1,331
| -0.4% | -$170K | 0.02% | 588 |
|
|
2025
Q4 | $36.9M | Buy |
314,762
+1,827
| +0.6% | +$224K | 0.02% | 573 |
|
|
2025
Q3 | $41.3M | Buy |
312,935
+61,009
| +24% | +$7.58M | 0.02% | 526 |
|
|
2025
Q2 | $26.6M | Sell |
251,926
-17,723
| -7% | -$1.79M | 0.01% | 699 |
|
|
2025
Q1 | $27.7M | Sell |
269,649
-8,308
| -3% | -$897K | 0.02% | 652 |
|
|
2024
Q4 | $30.3M | Sell |
277,957
-54,251
| -16% | -$7.04M | 0.02% | 640 |
|
|
2024
Q3 | $47.7M | Sell |
332,208
-57,580
| -15% | -$7.32M | 0.03% | 487 |
|
|
2024
Q2 | $42.9M | Sell |
389,788
-4,972
| -1% | -$565K | 0.03% | 513 |
|
|
2024
Q1 | $47.6M | Sell |
394,760
-942
| -0.2% | -$101K | 0.03% | 500 |
|
|
2023
Q4 | $40.8M | Buy |
395,702
+102,775
| +35% | +$8.73M | 0.03% | 517 |
|
|
2023
Q3 | $21.7M | Sell |
292,927
-102,668
| -26% | -$8.18M | 0.02% | 762 |
|
|
2023
Q2 | $30.7M | Buy |
395,595
+40,778
| +11% | +$2.76M | 0.02% | 611 |
|
|
2023
Q1 | $20.7M | Buy |
354,817
+60,779
| +21% | +$3.28M | 0.01% | 830 |
|
|
2022
Q4 | $13.4M | Sell |
294,038
-14,145
| -5% | -$596K | 0.01% | 1073 |
|
|
2022
Q3 | $11.6M | Buy |
308,183
+5,281
| +2% | +$222K | 0.01% | 1109 |
|
|
2022
Q2 | $12M | Sell |
302,902
-32,591
| -10% | -$1.37M | 0.01% | 1154 |
|
|
2022
Q1 | $14.1M | Sell |
335,493
-27,445
| -8% | -$1.36M | 0.01% | 1168 |
|
|
2021
Q4 | $20.7M | Sell |
362,938
-31,473
| -8% | -$1.61M | 0.01% | 928 |
|
|
2021
Q3 | $18.1M | Sell |
394,411
-60,891
| -13% | -$3.16M | 0.01% | 1029 |
|
|
2021
Q2 | $24.8M | Buy |
455,302
+41,582
| +10% | +$2.32M | 0.02% | 799 |
|
|
2021
Q1 | $21.7M | Sell |
413,720
-694
| -0.2% | -$32.4K | 0.02% | 847 |
|
|
2020
Q4 | $17.9M | Sell |
414,414
-200,550
| -33% | -$8.89M | 0.01% | 846 |
|
|
2020
Q3 | $28.5M | Sell |
614,964
-53,652
| -8% | -$2.3M | 0.02% | 530 |
|
|
2020
Q2 | $22.8M | Buy |
668,616
+155,019
| +30% | +$4.65M | 0.02% | 588 |
|
|
2020
Q1 | $11.5M | Buy |
513,597
+81,737
| +19% | +$3.16M | 0.01% | 829 |
|
|
2019
Q4 | $16.8M | Sell |
431,860
-116,239
| -21% | -$4.52M | 0.01% | 935 |
|
|
2019
Q3 | $20M | Buy |
548,099
+12,428
| +2% | +$414K | 0.02% | 766 |
|
|
2019
Q2 | $16.9M | Buy |
535,671
+90,355
| +20% | +$2.82M | 0.02% | 893 |
|
|
2019
Q1 | $12.5M | Sell |
445,316
-8,010
| -2% | -$218K | 0.01% | 1108 |
|
|
2018
Q4 | $11.8M | Sell |
453,326
-13,445
| -3% | -$333K | 0.01% | 1075 |
|
|
2018
Q3 | $11.6M | Sell |
466,771
-363,145
| -44% | -$10.3M | 0.01% | 1240 |
|
|
2018
Q2 | $23.9M | Sell |
829,916
-6,984
| -0.8% | -$210K | 0.02% | 708 |
|
|
2018
Q1 | $24.7M | Buy |
836,900
+308,541
| +58% | +$9.57M | 0.02% | 666 |
|
|
2017
Q4 | $17.6M | Buy |
528,359
+91,318
| +21% | +$2.84M | 0.02% | 911 |
|
|
2017
Q3 | $11.9M | Sell |
437,041
-5,089
| -1% | -$129K | 0.01% | 1123 |
|
|
2017
Q2 | $10.8M | Sell |
442,130
-25,752
| -6% | -$601K | 0.01% | 1180 |
|
|
2017
Q1 | $11M | Buy |
467,882
+12,321
| +3% | +$265K | 0.01% | 1128 |
|
|
2016
Q4 | $8.37M | Sell |
455,561
-46,031
| -9% | -$874K | 0.01% | 1279 |
|
|
2016
Q3 | $10.1M | Buy |
501,592
+20,305
| +4% | +$421K | 0.01% | 1111 |
|
|
2016
Q2 | $9.38M | Buy |
481,287
+12,361
| +3% | +$229K | 0.01% | 1090 |
|
|
2016
Q1 | $8.77M | Buy |
468,926
+8,699
| +2% | +$148K | 0.01% | 1078 |
|
|
2015
Q4 | $8.2M | Buy |
460,227
+4,811
| +1% | +$89.7K | 0.01% | 1082 |
|
|
2015
Q3 | $8.59M | Sell |
455,416
-23,131
| -5% | -$471K | 0.01% | 1027 |
|
|
2015
Q2 | $9.64M | Sell |
478,547
-31,169
| -6% | -$632K | 0.01% | 1017 |
|
|
2015
Q1 | $11.3M | Buy |
509,716
+12,240
| +2% | +$267K | 0.02% | 892 |
|
|
2014
Q4 | $10.7M | Buy |
497,476
+38,402
| +8% | +$766K | 0.02% | 915 |
|
|
2014
Q3 | $8.11M | Buy |
459,074
+6,740
| +1% | +$127K | 0.01% | 1036 |
|
|
2014
Q2 | $9.12M | Sell |
452,334
-47,835
| -10% | -$919K | 0.02% | 994 |
|
|
2014
Q1 | $9.6M | Sell |
500,169
-2,224
| -0.4% | -$43.9K | 0.02% | 944 |
|
|
2013
Q4 | $10.2M | Sell |
502,393
-2,915
| -0.6% | -$51.7K | 0.02% | 877 |
|
|
2013
Q3 | $8.34M | Sell |
505,308
-1,203,556
| -70% | -$20.5M | 0.02% | 935 |
|
|
2013
Q2 | $32.4M | Buy |
+1,708,864
| New | +$35.5M | 0.07% | 313 |
|
Other funds holding PHM
GA
Principal Financial Group's PHM Position: Q2 2026 in Review
Principal Financial Group increased its Pultegroup (PHM) stake by 7.5% in Q2 2026, buying an estimated $2.86M and bringing the position to 336,993 shares worth $46.2M. The position accounts for 0.02% of the portfolio, ranked #558.
Principal Financial Group first reported a position in PHM in Q2 2013 and has held it in 53 quarters since. The position peaked at $47.7M in Q3 2024. 574 funds tracked by Wall St. Rank hold PHM as of Q2 2026.
- Principal Financial Group held 336,993 shares of Pultegroup worth $46.2M as of Q2 2026.
- Principal Financial Group bought 23,562 Pultegroup shares in Q2 2026, an estimated $2.86M.
- Pultegroup made up 0.02% of Principal Financial Group's portfolio in Q2 2026, its #558 holding.
- Principal Financial Group first reported a position in Pultegroup in Q2 2013 and has held it in 53 quarters since.
- Principal Financial Group's Pultegroup position peaked at $47.7M in Q3 2024.
- 574 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.