Principal Financial Group
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Principal Financial Group’s Royal Bank of Canada RY Stock Holding History

Principal Financial Group’s Portfolio RY Stock Details RY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.13M Buy
5,738
+138
+2% +$28.7K ﹤0.01% 1931
2026
Q2 		$1.16M Hold
5,600
– – ﹤0.01% 1926
2026
Q1 		$902K Sell
5,600
-29,300
-84% -$4.9M ﹤0.01% 1959
2025
Q4 		$5.96M Sell
34,900
-5,900
-14% -$906K ﹤0.01% 1551
2025
Q3 		$6.01M Sell
40,800
-3,200
-7% -$441K ﹤0.01% 1517
2025
Q2 		$5.79M Sell
44,000
-2,700
-6% -$330K ﹤0.01% 1515
2025
Q1 		$5.26M Sell
46,700
-700
-1% -$82.4K ﹤0.01% 1553
2024
Q4 		$5.71M Sell
47,400
-5,800
-11% -$716K ﹤0.01% 1551
2024
Q3 		$6.65M Sell
53,200
-5,900
-10% -$677K ﹤0.01% 1462
2024
Q2 		$6.29M Sell
59,100
-3,100
-5% -$319K ﹤0.01% 1477
2024
Q1 		$6.28M Sell
62,200
-2,800
-4% -$276K ﹤0.01% 1498
2023
Q4 		$6.61M Sell
65,000
-3,733
-5% -$329K ﹤0.01% 1463
2023
Q3 		$6.03M Sell
68,733
-6,500
-9% -$605K ﹤0.01% 1457
2023
Q2 		$7.19M Sell
75,233
-6,400
-8% -$611K ﹤0.01% 1396
2023
Q1 		$7.8M Sell
81,633
-4,838
-6% -$479K 0.01% 1370
2022
Q4 		$8.12M Sell
86,471
-2,686
-3% -$254K 0.01% 1351
2022
Q3 		$8.07M Sell
89,157
-42,587
-32% -$4.08M 0.01% 1302
2022
Q2 		$12.7M Sell
131,744
-21,570
-14% -$2.21M 0.01% 1119
2022
Q1 		$16.9M Buy
+153,314
New +$17.2M 0.01% 1034

Other funds holding RY

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return

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

Principal Financial Group increased its Royal Bank of Canada (RY) stake by 2.5% in Q3 2026, buying an estimated $28.7K and bringing the position to 5,738 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1931.

Principal Financial Group first reported a position in RY in Q1 2022 and has held it in 19 quarters since. The position peaked at $16.9M in Q1 2022. 866 funds tracked by Wall St. Rank hold RY as of Q3 2026.

  • Principal Financial Group held 5,738 shares of Royal Bank of Canada worth $1.13M as of Q3 2026.
  • Principal Financial Group bought 138 Royal Bank of Canada shares in Q3 2026, an estimated $28.7K.
  • Royal Bank of Canada made up ﹤0.01% of Principal Financial Group's portfolio in Q3 2026, its #1931 holding.
  • Principal Financial Group first reported a position in Royal Bank of Canada in Q1 2022 and has held it in 19 quarters since.
  • Principal Financial Group's Royal Bank of Canada position peaked at $16.9M in Q1 2022.
  • 866 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2026.

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