Principal Financial Group
SOFI icon

Principal Financial Group’s SoFi Technologies SOFI Stock Holding History

Principal Financial Group’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216K Sell
12,027
-23,344
-66% -$396K ﹤0.01% 2080
2026
Q1 		$562K Buy
35,371
+3,404
+11% +$71.8K ﹤0.01% 2011
2025
Q4 		$837K Sell
31,967
-197,544
-86% -$5.5M ﹤0.01% 1983
2025
Q3 		$6.06M Sell
229,511
-32,805
-13% -$778K ﹤0.01% 1512
2025
Q2 		$4.78M Buy
262,316
+206,945
+374% +$2.73M ﹤0.01% 1591
2025
Q1 		$644K Sell
55,371
-5,410
-9% -$78K ﹤0.01% 1901
2024
Q4 		$936K Sell
60,781
-9,314
-13% -$121K ﹤0.01% 1883
2024
Q3 		$551K Sell
70,095
-8,634
-11% -$62.8K ﹤0.01% 1928
2024
Q2 		$520K Sell
78,729
-1,921
-2% -$13.5K ﹤0.01% 1942
2024
Q1 		$589K Buy
80,650
+21,805
+37% +$173K ﹤0.01% 1951
2023
Q4 		$586K Sell
58,845
-666,794
-92% -$5.3M ﹤0.01% 1929
2023
Q3 		$5.8M Buy
725,639
+657,312
+962% +$5.78M ﹤0.01% 1477
2023
Q2 		$570K Sell
68,327
-11,751
-15% -$76.6K ﹤0.01% 1927
2023
Q1 		$486K Buy
80,078
+3,007
+4% +$18.2K ﹤0.01% 1974
2022
Q4 		$355K Sell
77,071
-10,996
-12% -$54.5K ﹤0.01% 2060
2022
Q3 		$430K Buy
88,067
+5,658
+7% +$35.8K ﹤0.01% 1992
2022
Q2 		$434K Buy
82,409
+69,677
+547% +$471K ﹤0.01% 2089
2022
Q1 		$120K Buy
12,732
+206
+2% +$2.37K ﹤0.01% 2409
2021
Q4 		$198K Buy
+12,526
New +$230K ﹤0.01% 2370

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Principal Financial Group reduced its SoFi Technologies (SOFI) stake by 66% in Q2 2026, selling an estimated $396K and leaving 12,027 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Principal Financial Group first reported a position in SOFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.06M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Principal Financial Group held 12,027 shares of SoFi Technologies worth $216K as of Q2 2026.
  • Principal Financial Group sold 23,344 SoFi Technologies shares in Q2 2026, an estimated $396K.
  • SoFi Technologies made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #2080 holding.
  • Principal Financial Group first reported a position in SoFi Technologies in Q4 2021 and has held it in 19 quarters since.
  • Principal Financial Group's SoFi Technologies position peaked at $6.06M in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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