Principal Financial Group
ROOT icon

Principal Financial Group’s Root ROOT Stock Holding History

Principal Financial Group’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-66,914
Closed -$4.83M – 2274
2025
Q4 		$4.83M Buy
66,914
+23,335
+54% +$1.86M ﹤0.01% 1630
2025
Q3 		$3.9M Buy
43,579
+7,623
+21% +$799K ﹤0.01% 1676
2025
Q2 		$4.6M Buy
+35,956
New +$4.87M ﹤0.01% 1606
2021
Q1 		– Sell
-556
Closed -$157K – 2501
2020
Q4 		$157K Buy
+556
New +$184K ﹤0.01% 2327

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Principal Financial Group sold out of Root (ROOT) in Q1 2026, closing a stake of 66,914 shares — an estimated $4.83M sold.

Principal Financial Group first reported a position in ROOT in Q4 2020 and held it in 4 quarters. The position peaked at $4.83M in Q4 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • Principal Financial Group reported no remaining Root position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 66,914 Root shares in Q1 2026, an estimated $4.83M.
  • Principal Financial Group first reported a position in Root in Q4 2020 and held it in 4 quarters.
  • Principal Financial Group's Root position peaked at $4.83M in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

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