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
Q2 		$13.6M Buy
2,364,256
+955,014
+68% +$4.85M 0.01% 1234
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 $10.3B AUM 4.84% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $369M AUM 45.79% 1-Year Est. Return

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

Principal Financial Group increased its SOPHiA GENETICS (SOPH) stake by 68% in Q2 2026, buying an estimated $4.85M and bringing the position to 2,364,256 shares worth $13.6M. The position accounts for 0.01% of the portfolio, ranked #1234.

Principal Financial Group first reported a position in SOPH in Q3 2021 and has held it in 20 quarters since. The position peaked at $14.4M in Q3 2021. 72 funds tracked by Wall St. Rank hold SOPH as of Q2 2026.

  • Principal Financial Group held 2,364,256 shares of SOPHiA GENETICS worth $13.6M as of Q2 2026.
  • Principal Financial Group bought 955,014 SOPHiA GENETICS shares in Q2 2026, an estimated $4.85M.
  • SOPHiA GENETICS made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1234 holding.
  • Principal Financial Group first reported a position in SOPHiA GENETICS in Q3 2021 and has held it in 20 quarters since.
  • Principal Financial Group's SOPHiA GENETICS position peaked at $14.4M in Q3 2021.
  • 72 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q2 2026.

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