Principal Financial Group
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Principal Financial Group’s Peloton Interactive PTON Stock Holding History

Principal Financial Group’s Portfolio PTON Stock Details PTON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.1M Buy
2,031,744
+7,074
+0.3% +$39.6K 0.01% 1390
2026
Q2 		$12M Buy
2,024,670
+2,003,407
+9,422% +$10.8M 0.01% 1308
2026
Q1 		$91.2K Buy
21,263
+1,967
+10% +$9.6K ﹤0.01% 2128
2025
Q4 		$119K Sell
19,296
-7,830
-29% -$55.1K ﹤0.01% 2145
2025
Q3 		$244K Buy
27,126
+1,526
+6% +$11.4K ﹤0.01% 2146
2025
Q2 		$178K Sell
25,600
-2,227
-8% -$14.5K ﹤0.01% 2139
2025
Q1 		$176K Sell
27,827
-1,546
-5% -$12.1K ﹤0.01% 2067
2024
Q4 		$256K Sell
29,373
-1,739
-6% -$13.5K ﹤0.01% 2067
2024
Q3 		$146K Sell
31,112
-13,686
-31% -$53.8K ﹤0.01% 2129
2024
Q2 		$151K Buy
44,798
+10,367
+30% +$37.1K ﹤0.01% 2178
2024
Q1 		$148K Sell
34,431
-1,064
-3% -$5.25K ﹤0.01% 2225
2023
Q4 		$216K Sell
35,495
-55,614
-61% -$300K ﹤0.01% 2148
2023
Q3 		$460K Buy
91,109
+3,071
+3% +$21.8K ﹤0.01% 1966
2023
Q2 		$677K Sell
88,038
-3,919
-4% -$33.3K ﹤0.01% 1900
2023
Q1 		$1.04M Sell
91,957
-425
-0.5% -$5.11K ﹤0.01% 1847
2022
Q4 		$734K Sell
92,382
-12,325
-12% -$118K ﹤0.01% 1900
2022
Q3 		$726K Sell
104,707
-79,524
-43% -$808K ﹤0.01% 1889
2022
Q2 		$1.69M Buy
184,231
+14,031
+8% +$225K ﹤0.01% 1837
2022
Q1 		$4.5M Buy
170,200
+78,750
+86% +$2.26M ﹤0.01% 1695
2021
Q4 		$3.27M Buy
91,450
+57,987
+173% +$3.54M ﹤0.01% 1781
2021
Q3 		$2.91M Sell
33,463
-1,422
-4% -$157K ﹤0.01% 1807
2021
Q2 		$4.33M Buy
34,885
+12,581
+56% +$1.34M ﹤0.01% 1751
2021
Q1 		$2.51M Buy
22,304
+3,429
+18% +$455K ﹤0.01% 1820
2020
Q4 		$2.86M Buy
18,875
+10,401
+123% +$1.27M ﹤0.01% 1722
2020
Q3 		$841K Sell
8,474
-1,228
-13% -$90.3K ﹤0.01% 1907
2020
Q2 		$560K Buy
+9,702
New +$402K ﹤0.01% 1945

Other funds holding PTON

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Technology Crossover Management IX
Technology Crossover Management IX Menlo Park, California $552M AUM 54.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Technology Crossover Management X
Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Principal Financial Group's PTON Position: Q3 2026 in Review

Principal Financial Group increased its Peloton Interactive (PTON) stake by 0.35% in Q3 2026, buying an estimated $39.6K and bringing the position to 2,031,744 shares worth $10.1M. The position accounts for 0.01% of the portfolio, ranked #1390.

Principal Financial Group first reported a position in PTON in Q2 2020 and has held it in 26 quarters since. The position peaked at $12M in Q2 2026. 212 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

  • Principal Financial Group held 2,031,744 shares of Peloton Interactive worth $10.1M as of Q3 2026.
  • Principal Financial Group bought 7,074 Peloton Interactive shares in Q3 2026, an estimated $39.6K.
  • Peloton Interactive made up 0.01% of Principal Financial Group's portfolio in Q3 2026, its #1390 holding.
  • Principal Financial Group first reported a position in Peloton Interactive in Q2 2020 and has held it in 26 quarters since.
  • Principal Financial Group's Peloton Interactive position peaked at $12M in Q2 2026.
  • 212 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.