Principal Financial Group’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182M | Sell |
344,752
-11,056
| -3% | -$5.83M | 0.1% | 195 |
|
|
2025
Q1 | $181M | Sell |
355,808
-4,985
| -1% | -$2.53M | 0.1% | 188 |
|
|
2024
Q4 | $180M | Sell |
360,793
-4,944
| -1% | -$2.46M | 0.1% | 186 |
|
|
2024
Q3 | $189M | Buy |
365,737
+15,456
| +4% | +$7.98M | 0.1% | 176 |
|
|
2024
Q2 | $156M | Sell |
350,281
-385,691
| -52% | -$172M | 0.09% | 188 |
|
|
2024
Q1 | $313M | Sell |
735,972
-271,179
| -27% | -$115M | 0.18% | 117 |
|
|
2023
Q4 | $444M | Sell |
1,007,151
-59,463
| -6% | -$26.2M | 0.28% | 82 |
|
|
2023
Q3 | $390M | Sell |
1,066,614
-119,931
| -10% | -$43.8M | 0.28% | 86 |
|
|
2023
Q2 | $476M | Sell |
1,186,545
-73,279
| -6% | -$29.4M | 0.33% | 72 |
|
|
2023
Q1 | $434M | Sell |
1,259,824
-6,260
| -0.5% | -$2.16M | 0.31% | 79 |
|
|
2022
Q4 | $424M | Sell |
1,266,084
-19,859
| -2% | -$6.65M | 0.32% | 83 |
|
|
2022
Q3 | $393M | Buy |
1,285,943
+165,512
| +15% | +$50.5M | 0.31% | 81 |
|
|
2022
Q2 | $378M | Buy |
1,120,431
+355,408
| +46% | +$120M | 0.28% | 86 |
|
|
2022
Q1 | $314M | Buy |
765,023
+109,646
| +17% | +$45M | 0.2% | 132 |
|
|
2021
Q4 | $307M | Sell |
655,377
-287,693
| -31% | -$135M | 0.18% | 136 |
|
|
2021
Q3 | $401M | Sell |
943,070
-194,643
| -17% | -$82.7M | 0.26% | 96 |
|
|
2021
Q2 | $467M | Buy |
1,137,713
+3,787
| +0.3% | +$1.55M | 0.3% | 80 |
|
|
2021
Q1 | $400M | Buy |
1,133,926
+9,992
| +0.9% | +$3.53M | 0.28% | 95 |
|
|
2020
Q4 | $369M | Buy |
1,123,934
+53,259
| +5% | +$17.5M | 0.27% | 100 |
|
|
2020
Q3 | $386M | Sell |
1,070,675
-16,372
| -2% | -$5.9M | 0.32% | 84 |
|
|
2020
Q2 | $358M | Sell |
1,087,047
-65,179
| -6% | -$21.5M | 0.32% | 83 |
|
|
2020
Q1 | $282M | Buy |
1,152,226
+43,704
| +4% | +$10.7M | 0.31% | 83 |
|
|
2019
Q4 | $303M | Sell |
1,108,522
-257,162
| -19% | -$70.2M | 0.25% | 107 |
|
|
2019
Q3 | $335M | Sell |
1,365,684
-280,120
| -17% | -$68.6M | 0.3% | 88 |
|
|
2019
Q2 | $375M | Sell |
1,645,804
-88,266
| -5% | -$20.1M | 0.34% | 71 |
|
|
2019
Q1 | $365M | Sell |
1,734,070
-22,309
| -1% | -$4.7M | 0.34% | 69 |
|
|
2018
Q4 | $298M | Sell |
1,756,379
-677,483
| -28% | -$115M | 0.32% | 70 |
|
|
2018
Q3 | $476M | Sell |
2,433,862
-795,606
| -25% | -$155M | 0.42% | 39 |
|
|
2018
Q2 | $658M | Buy |
3,229,468
+193,991
| +6% | +$39.6M | 0.61% | 23 |
|
|
2018
Q1 | $580M | Sell |
3,035,477
-32,303
| -1% | -$6.17M | 0.55% | 24 |
|
|
2017
Q4 | $520M | Sell |
3,067,780
-54,562
| -2% | -$9.24M | 0.48% | 32 |
|
|
2017
Q3 | $488M | Sell |
3,122,342
-55,212
| -2% | -$8.63M | 0.47% | 31 |
|
|
2017
Q2 | $464M | Sell |
3,177,554
-14,832
| -0.5% | -$2.17M | 0.46% | 33 |
|
|
2017
Q1 | $417M | Sell |
3,192,386
-37,180
| -1% | -$4.86M | 0.5% | 31 |
|
|
2016
Q4 | $347M | Sell |
3,229,566
-36,162
| -1% | -$3.89M | 0.44% | 45 |
|
|
2016
Q3 | $413M | Buy |
3,265,728
+67,458
| +2% | +$8.54M | 0.54% | 30 |
|
|
2016
Q2 | $343M | Buy |
+3,198,270
| New | +$343M | 0.48% | 38 |
|