Principal Financial Group
SPGI icon

Principal Financial Group’s S&P Global SPGI Stock Holding History

Principal Financial Group’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$216M Buy
507,130
+162,654
+47% +$75.5M 0.12% 171
2025
Q4 		$180M Buy
344,476
+4,983
+1% +$2.47M 0.09% 199
2025
Q3 		$165M Sell
339,493
-5,259
-2% -$2.82M 0.08% 204
2025
Q2 		$182M Sell
344,752
-11,056
-3% -$5.52M 0.1% 195
2025
Q1 		$181M Sell
355,808
-4,985
-1% -$2.55M 0.1% 188
2024
Q4 		$180M Sell
360,793
-4,944
-1% -$2.51M 0.1% 186
2024
Q3 		$189M Buy
365,737
+15,456
+4% +$7.65M 0.1% 176
2024
Q2 		$156M Sell
350,281
-385,691
-52% -$165M 0.09% 188
2024
Q1 		$313M Sell
735,972
-271,179
-27% -$118M 0.18% 117
2023
Q4 		$444M Sell
1,007,151
-59,463
-6% -$23.5M 0.28% 82
2023
Q3 		$390M Sell
1,066,614
-119,931
-10% -$47.2M 0.28% 86
2023
Q2 		$476M Sell
1,186,545
-73,279
-6% -$26.8M 0.33% 72
2023
Q1 		$434M Sell
1,259,824
-6,260
-0.5% -$2.2M 0.31% 79
2022
Q4 		$424M Sell
1,266,084
-19,859
-2% -$6.55M 0.32% 83
2022
Q3 		$393M Buy
1,285,943
+165,512
+15% +$59.2M 0.31% 81
2022
Q2 		$378M Buy
1,120,431
+355,408
+46% +$127M 0.28% 86
2022
Q1 		$314M Buy
765,023
+109,646
+17% +$44.7M 0.2% 132
2021
Q4 		$307M Sell
655,377
-287,693
-31% -$132M 0.18% 136
2021
Q3 		$401M Sell
943,070
-194,643
-17% -$84.3M 0.26% 96
2021
Q2 		$467M Buy
1,137,713
+3,787
+0.3% +$1.46M 0.3% 80
2021
Q1 		$400M Buy
1,133,926
+9,992
+0.9% +$3.33M 0.28% 95
2020
Q4 		$369M Buy
1,123,934
+53,259
+5% +$18M 0.27% 100
2020
Q3 		$386M Sell
1,070,675
-16,372
-2% -$5.78M 0.32% 84
2020
Q2 		$358M Sell
1,087,047
-65,179
-6% -$19.6M 0.32% 83
2020
Q1 		$282M Buy
1,152,226
+43,704
+4% +$12M 0.31% 83
2019
Q4 		$303M Sell
1,108,522
-257,162
-19% -$66.8M 0.25% 107
2019
Q3 		$335M Sell
1,365,684
-280,120
-17% -$70M 0.3% 88
2019
Q2 		$375M Sell
1,645,804
-88,266
-5% -$19.3M 0.34% 71
2019
Q1 		$365M Sell
1,734,070
-22,309
-1% -$4.32M 0.34% 69
2018
Q4 		$298M Sell
1,756,379
-677,483
-28% -$121M 0.32% 70
2018
Q3 		$476M Sell
2,433,862
-795,606
-25% -$164M 0.42% 39
2018
Q2 		$658M Buy
3,229,468
+193,991
+6% +$38.3M 0.61% 23
2018
Q1 		$580M Sell
3,035,477
-32,303
-1% -$5.96M 0.55% 24
2017
Q4 		$520M Sell
3,067,780
-54,562
-2% -$8.91M 0.48% 32
2017
Q3 		$488M Sell
3,122,342
-55,212
-2% -$8.39M 0.47% 31
2017
Q2 		$464M Sell
3,177,554
-14,832
-0.5% -$2.06M 0.46% 33
2017
Q1 		$417M Sell
3,192,386
-37,180
-1% -$4.62M 0.5% 31
2016
Q4 		$347M Sell
3,229,566
-36,162
-1% -$4.32M 0.44% 45
2016
Q3 		$413M Buy
3,265,728
+67,458
+2% +$8.1M 0.54% 30
2016
Q2 		$343M Buy
+3,198,270
New +$343M 0.48% 38

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Principal Financial Group increased its S&P Global (SPGI) stake by 47% in Q1 2026, buying an estimated $75.5M and bringing the position to 507,130 shares worth $216M. The position accounts for 0.12% of the portfolio, ranked #171.

Principal Financial Group first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $658M in Q2 2018. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Principal Financial Group held 507,130 shares of S&P Global worth $216M as of Q1 2026.
  • Principal Financial Group bought 162,654 S&P Global shares in Q1 2026, an estimated $75.5M.
  • S&P Global made up 0.12% of Principal Financial Group's portfolio in Q1 2026, its #171 holding.
  • Principal Financial Group first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
  • Principal Financial Group's S&P Global position peaked at $658M in Q2 2018.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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