Principal Financial Group
PHR icon

Principal Financial Group’s Phreesia PHR Stock Holding History

Principal Financial Group’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.84M Buy
178,367
+13,194
+8% +$123K ﹤0.01% 1861
2026
Q1 		$1.38M Buy
165,173
+112,516
+214% +$1.49M ﹤0.01% 1881
2025
Q4 		$891K Buy
52,657
+15,639
+42% +$323K ﹤0.01% 1969
2025
Q3 		$871K Sell
37,018
-24,223
-40% -$659K ﹤0.01% 1951
2025
Q2 		$1.74M Sell
61,241
-2,251
-4% -$57.1K ﹤0.01% 1819
2025
Q1 		$1.62M Buy
+63,492
New +$1.73M ﹤0.01% 1795
2023
Q2 		– Sell
-151,769
Closed -$4.9M – 2473
2023
Q1 		$4.9M Buy
+151,769
New +$5.34M ﹤0.01% 1534
2022
Q4 		– Sell
-11,984
Closed -$305K – 2522
2022
Q3 		$305K Buy
11,984
+1,263
+12% +$31.5K ﹤0.01% 2076
2022
Q2 		$268K Sell
10,721
-37,111
-78% -$817K ﹤0.01% 2217
2022
Q1 		$1.26M Sell
47,832
-16,298
-25% -$499K ﹤0.01% 1936
2021
Q4 		$2.67M Sell
64,130
-18,719
-23% -$1.11M ﹤0.01% 1816
2021
Q3 		$5.11M Buy
82,849
+4,789
+6% +$320K ﹤0.01% 1675
2021
Q2 		$4.79M Buy
78,060
+70,790
+974% +$3.69M ﹤0.01% 1727
2021
Q1 		$379K Sell
7,270
-1,147
-14% -$72.3K ﹤0.01% 2217
2020
Q4 		$457K Buy
+8,417
New +$361K ﹤0.01% 2134

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Principal Financial Group increased its Phreesia (PHR) stake by 8% in Q2 2026, buying an estimated $123K and bringing the position to 178,367 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

Principal Financial Group first reported a position in PHR in Q4 2020 and has held it in 15 quarters since. The position peaked at $5.11M in Q3 2021. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Principal Financial Group held 178,367 shares of Phreesia worth $1.84M as of Q2 2026.
  • Principal Financial Group bought 13,194 Phreesia shares in Q2 2026, an estimated $123K.
  • Phreesia made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1861 holding.
  • Principal Financial Group first reported a position in Phreesia in Q4 2020 and has held it in 15 quarters since.
  • Principal Financial Group's Phreesia position peaked at $5.11M in Q3 2021.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

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