Principal Financial Group
SOPH icon

Principal Financial Group’s SOPHiA GENETICS SOPH Stock Holding History

Principal Financial Group’s Portfolio SOPH Stock Details SOPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.98M Buy
1,409,242
+9,800
+0.7% +$47.7K ﹤0.01% 1503
2025
Q4 		$6.54M Buy
1,399,442
+8,230
+0.6% +$37.3K ﹤0.01% 1516
2025
Q3 		$6.62M Sell
1,391,212
-8,953
-0.6% -$30.8K ﹤0.01% 1484
2025
Q2 		$4.34M Buy
1,400,165
+15,152
+1% +$45.2K ﹤0.01% 1624
2025
Q1 		$4.6M Sell
1,385,013
-43,331
-3% -$152K ﹤0.01% 1595
2024
Q4 		$4.46M Sell
1,428,344
-26,798
-2% -$91.2K ﹤0.01% 1625
2024
Q3 		$5.29M Buy
1,455,142
+86,764
+6% +$353K ﹤0.01% 1555
2024
Q2 		$6.27M Buy
1,368,378
+361,201
+36% +$1.76M ﹤0.01% 1483
2024
Q1 		$4.97M Buy
1,007,177
+11,677
+1% +$56.4K ﹤0.01% 1570
2023
Q4 		$4.69M Buy
995,500
+24,837
+3% +$92.9K ﹤0.01% 1577
2023
Q3 		$2.48M Sell
970,663
-16,413
-2% -$52K ﹤0.01% 1725
2023
Q2 		$4.42M Sell
987,076
-439,378
-31% -$1.99M ﹤0.01% 1581
2023
Q1 		$7.09M Buy
1,426,454
+29,950
+2% +$97K 0.01% 1408
2022
Q4 		$2.88M Sell
1,396,504
-67,588
-5% -$152K ﹤0.01% 1699
2022
Q3 		$3.85M Buy
1,464,092
+377,744
+35% +$1.32M ﹤0.01% 1579
2022
Q2 		$3.93M Buy
1,086,348
+209,160
+24% +$1.06M ﹤0.01% 1633
2022
Q1 		$6.78M Sell
877,188
-4,207
-0.5% -$47.3K ﹤0.01% 1543
2021
Q4 		$12.4M Buy
881,395
+58,930
+7% +$869K 0.01% 1271
2021
Q3 		$14.4M Buy
+822,465
New +$14.5M 0.01% 1186

Other funds holding SOPH

GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $308M AUM 27.87% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

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

Principal Financial Group increased its SOPHiA GENETICS (SOPH) stake by 0.7% in Q1 2026, buying an estimated $47.7K and bringing the position to 1,409,242 shares worth $6.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

Principal Financial Group first reported a position in SOPH in Q3 2021 and has held it in 19 quarters since. The position peaked at $14.4M in Q3 2021. 49 funds tracked by Wall St. Rank hold SOPH as of Q1 2026.

  • Principal Financial Group held 1,409,242 shares of SOPHiA GENETICS worth $6.98M as of Q1 2026.
  • Principal Financial Group bought 9,800 SOPHiA GENETICS shares in Q1 2026, an estimated $47.7K.
  • SOPHiA GENETICS made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1503 holding.
  • Principal Financial Group first reported a position in SOPHiA GENETICS in Q3 2021 and has held it in 19 quarters since.
  • Principal Financial Group's SOPHiA GENETICS position peaked at $14.4M in Q3 2021.
  • 49 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q1 2026.

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