Principal Financial Group
PPBI

Principal Financial Group’s Pacific Premier Bancorp PPBI Stock Holding History

Principal Financial Group’s Portfolio PPBI Stock Details PPBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-481,141
Closed -$10.1M – 2316
2025
Q2 		$10.1M Buy
481,141
+934
+0.2% +$19.4K 0.01% 1261
2025
Q1 		$10.2M Buy
480,207
+12,542
+3% +$299K 0.01% 1245
2024
Q4 		$11.7M Buy
467,665
+13,168
+3% +$349K 0.01% 1210
2024
Q3 		$11.4M Sell
454,497
-21,122
-4% -$527K 0.01% 1197
2024
Q2 		$10.9M Sell
475,619
-22,136
-4% -$491K 0.01% 1216
2024
Q1 		$11.9M Sell
497,755
-1,966
-0.4% -$49.2K 0.01% 1219
2023
Q4 		$14.5M Sell
499,721
-17,432
-3% -$406K 0.01% 1091
2023
Q3 		$11.3M Sell
517,153
-27,543
-5% -$634K 0.01% 1170
2023
Q2 		$11.3M Sell
544,696
-29,400
-5% -$613K 0.01% 1190
2023
Q1 		$13.8M Sell
574,096
-6,464
-1% -$196K 0.01% 1095
2022
Q4 		$18.3M Sell
580,560
-22,606
-4% -$778K 0.01% 880
2022
Q3 		$18.7M Sell
603,166
-32,354
-5% -$1.05M 0.01% 812
2022
Q2 		$18.6M Sell
635,520
-55,861
-8% -$1.79M 0.01% 869
2022
Q1 		$24.4M Sell
691,381
-32,918
-5% -$1.28M 0.02% 788
2021
Q4 		$29M Sell
724,299
-58,372
-7% -$2.42M 0.02% 704
2021
Q3 		$32.4M Sell
782,671
-11,873
-1% -$465K 0.02% 613
2021
Q2 		$33.6M Buy
794,544
+59,876
+8% +$2.66M 0.02% 618
2021
Q1 		$31.9M Buy
734,668
+15,105
+2% +$589K 0.02% 609
2020
Q4 		$22.5M Sell
719,563
-45,516
-6% -$1.26M 0.02% 695
2020
Q3 		$15.4M Buy
765,079
+103,096
+16% +$2.18M 0.01% 804
2020
Q2 		$14.4M Buy
661,983
+176,212
+36% +$3.53M 0.01% 832
2020
Q1 		$9.15M Sell
485,771
-17,877
-4% -$476K 0.01% 959
2019
Q4 		$16.4M Buy
503,648
+20,871
+4% +$680K 0.01% 955
2019
Q3 		$15.1M Buy
482,777
+120,773
+33% +$3.67M 0.01% 974
2019
Q2 		$11.2M Buy
362,004
+408
+0.1% +$12K 0.01% 1158
2019
Q1 		$9.59M Sell
361,596
-3,584
-1% -$102K 0.01% 1248
2018
Q4 		$9.32M Sell
365,180
-32,350
-8% -$977K 0.01% 1220
2018
Q3 		$14.8M Buy
397,530
+59,532
+18% +$2.28M 0.01% 1069
2018
Q2 		$12.9M Buy
337,998
+34,586
+11% +$1.41M 0.01% 1137
2018
Q1 		$12.2M Buy
303,412
+13,125
+5% +$547K 0.01% 1135
2017
Q4 		$11.6M Buy
290,287
+270,153
+1,342% +$10.6M 0.01% 1178
2017
Q3 		$760K Sell
20,134
-421,030
-95% -$15.1M ﹤0.01% 1867
2017
Q2 		$16.3M Buy
441,164
+12,867
+3% +$463K 0.02% 907
2017
Q1 		$16.5M Buy
428,297
+226,628
+112% +$8.71M 0.02% 851
2016
Q4 		$7.13M Buy
201,669
+17,364
+9% +$522K 0.01% 1382
2016
Q3 		$4.88M Buy
184,305
+16,377
+10% +$424K 0.01% 1474
2016
Q2 		$4.03M Buy
+167,928
New +$3.9M 0.01% 1497

Other funds holding PPBI

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Principal Financial Group's PPBI Position: Q3 2025 in Review

Principal Financial Group sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 481,141 shares — an estimated $10.1M sold.

Principal Financial Group first reported a position in PPBI in Q2 2016 and held it in 37 quarters. The position peaked at $33.6M in Q2 2021. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Principal Financial Group reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 481,141 Pacific Premier Bancorp shares in Q3 2025, an estimated $10.1M.
  • Principal Financial Group first reported a position in Pacific Premier Bancorp in Q2 2016 and held it in 37 quarters.
  • Principal Financial Group's Pacific Premier Bancorp position peaked at $33.6M in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.