Principal Financial Group
SMR icon

Principal Financial Group’s NuScale Power SMR Stock Holding History

Principal Financial Group’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$250K Buy
24,903
+13,390
+116% +$151K ﹤0.01% 2068
2026
Q1 		$125K Buy
+11,513
New +$175K ﹤0.01% 2119
2025
Q4 		– Sell
-9,706
Closed -$349K – 2262
2025
Q3 		$349K Buy
9,706
+688
+8% +$27.4K ﹤0.01% 2106
2025
Q2 		$357K Buy
+9,018
New +$226K ﹤0.01% 2041
2024
Q3 		– Sell
-10,483
Closed -$123K – 2394
2024
Q2 		$123K Buy
+10,483
New +$74.7K ﹤0.01% 2206

Other funds holding SMR

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

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

Principal Financial Group increased its NuScale Power (SMR) stake by 116% in Q2 2026, buying an estimated $151K and bringing the position to 24,903 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #2068.

Principal Financial Group first reported a position in SMR in Q2 2024 and has held it in 5 quarters since. The position peaked at $357K in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Principal Financial Group held 24,903 shares of NuScale Power worth $250K as of Q2 2026.
  • Principal Financial Group bought 13,390 NuScale Power shares in Q2 2026, an estimated $151K.
  • NuScale Power made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #2068 holding.
  • Principal Financial Group first reported a position in NuScale Power in Q2 2024 and has held it in 5 quarters since.
  • Principal Financial Group's NuScale Power position peaked at $357K in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

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