Principal Financial Group’s SS&C Technologies SSNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.71M Buy
43,706
+38,117
+682% +$2.59M ﹤0.01% 1803
2026
Q1
$378K Sell
5,589
-171
-3% -$13.1K ﹤0.01% 2048
2025
Q4
$504K Sell
5,760
-2,009
-26% -$171K ﹤0.01% 2047
2025
Q3
$690K Sell
7,769
-1,072
-12% -$92.8K ﹤0.01% 1992
2025
Q2
$732K Sell
8,841
-1,713
-16% -$135K ﹤0.01% 1935
2025
Q1
$882K Sell
10,554
-464
-4% -$38.4K ﹤0.01% 1868
2024
Q4
$835K Sell
11,018
-2,934
-21% -$220K ﹤0.01% 1895
2024
Q3
$1.04M Sell
13,952
-2,039
-13% -$145K ﹤0.01% 1856
2024
Q2
$1M Sell
15,991
-2,431
-13% -$151K ﹤0.01% 1862
2024
Q1
$1.19M Buy
18,422
+4,732
+35% +$294K ﹤0.01% 1847
2023
Q4
$837K Sell
13,690
-3,389
-20% -$185K ﹤0.01% 1864
2023
Q3
$897K Sell
17,079
-390
-2% -$22.3K ﹤0.01% 1854
2023
Q2
$1.06M Sell
17,469
-4,587
-21% -$261K ﹤0.01% 1836
2023
Q1
$1.25M Buy
22,056
+906
+4% +$52.2K ﹤0.01% 1828
2022
Q4
$1.1M Sell
21,150
-3,561
-14% -$180K ﹤0.01% 1847
2022
Q3
$1.18M Sell
24,711
-4,006
-14% -$231K ﹤0.01% 1816
2022
Q2
$1.67M Sell
28,717
-31,985
-53% -$2.06M ﹤0.01% 1840
2022
Q1
$4.55M Buy
60,702
+19,679
+48% +$1.54M ﹤0.01% 1691
2021
Q4
$3.36M Sell
41,023
-3,563
-8% -$274K ﹤0.01% 1773
2021
Q3
$3.1M Buy
44,586
+3,939
+10% +$292K ﹤0.01% 1796
2021
Q2
$2.93M Buy
40,647
+8,667
+27% +$634K ﹤0.01% 1834
2021
Q1
$2.23M Buy
31,980
+9,356
+41% +$632K ﹤0.01% 1835
2020
Q4
$1.65M Sell
22,624
-3,105
-12% -$208K ﹤0.01% 1842
2020
Q3
$1.56M Buy
25,729
+3,928
+18% +$235K ﹤0.01% 1786
2020
Q2
$1.23M Sell
21,801
-7,459
-25% -$407K ﹤0.01% 1788
2020
Q1
$1.28M Buy
29,260
+1,974
+7% +$112K ﹤0.01% 1699
2019
Q4
$1.68M Buy
27,286
+4,069
+18% +$228K ﹤0.01% 1751
2019
Q3
$1.2M Sell
23,217
-3,606
-13% -$184K ﹤0.01% 1805
2019
Q2
$1.54M Sell
26,823
-3,257
-11% -$196K ﹤0.01% 1767
2019
Q1
$1.92M Buy
30,080
+6,652
+28% +$370K ﹤0.01% 1744
2018
Q4
$1.06M Sell
23,428
-8,490
-27% -$412K ﹤0.01% 1806
2018
Q3
$1.81M Sell
31,918
-8,120
-20% -$451K ﹤0.01% 1771
2018
Q2
$2.08M Buy
40,038
+14,092
+54% +$713K ﹤0.01% 1751
2018
Q1
$1.39M Sell
25,946
-4,835
-16% -$240K ﹤0.01% 1785
2017
Q4
$1.25M Buy
30,781
+1,725
+6% +$70.3K ﹤0.01% 1817
2017
Q3
$1.17M Sell
29,056
-12,920
-31% -$499K ﹤0.01% 1812
2017
Q2
$1.61M Buy
41,976
+10,478
+33% +$391K ﹤0.01% 1771
2017
Q1
$1.11M Sell
31,498
-914
-3% -$30.8K ﹤0.01% 1801
2016
Q4
$927K Sell
32,412
-4,184
-11% -$130K ﹤0.01% 1826
2016
Q3
$1.18M Sell
36,596
-476
-1% -$15.1K ﹤0.01% 1748
2016
Q2
$1.04M Buy
37,072
+5,574
+18% +$167K ﹤0.01% 1746
2016
Q1
$999K Sell
31,498
-14,636
-32% -$444K ﹤0.01% 1730
2015
Q4
$1.57M Buy
46,134
+88
+0.2% +$3.12K ﹤0.01% 1690
2015
Q3
$1.61M Buy
46,046
+3,832
+9% +$129K ﹤0.01% 1696
2015
Q2
$1.32M Buy
42,214
+17,424
+70% +$534K ﹤0.01% 1749
2015
Q1
$772K Sell
24,790
-332
-1% -$9.86K ﹤0.01% 1797
2014
Q4
$735K Sell
25,122
-3,926
-14% -$97.3K ﹤0.01% 1831
2014
Q3
$637K Buy
29,048
+786
+3% +$17.4K ﹤0.01% 1809
2014
Q2
$625K Sell
28,262
-9,552
-25% -$198K ﹤0.01% 1844
2014
Q1
$757K Sell
37,814
-360
-0.9% -$7.4K ﹤0.01% 1808
2013
Q4
$845K Hold
38,174
﹤0.01% 1798
2013
Q3
$727K Sell
38,174
-2,500
-6% -$45.4K ﹤0.01% 1790
2013
Q2
$669K Buy
+40,674
New +$633K ﹤0.01% 1779

Other funds holding SSNC

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

Principal Financial Group increased its SS&C Technologies (SSNC) stake by 682% in Q2 2026, buying an estimated $2.59M and bringing the position to 43,706 shares worth $2.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

Principal Financial Group first reported a position in SSNC in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.55M in Q1 2022. 721 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Principal Financial Group held 43,706 shares of SS&C Technologies worth $2.71M as of Q2 2026.
  • Principal Financial Group bought 38,117 SS&C Technologies shares in Q2 2026, an estimated $2.59M.
  • SS&C Technologies made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1803 holding.
  • Principal Financial Group first reported a position in SS&C Technologies in Q2 2013 and has held it in 53 quarters since.
  • Principal Financial Group's SS&C Technologies position peaked at $4.55M in Q1 2022.
  • 721 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

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