Principal Financial Group
STEM icon

Principal Financial Group’s Stem STEM Stock Holding History

Principal Financial Group’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-551
Closed -$3.86K – 2315
2025
Q1 		$3.86K Buy
551
+21
+4% +$243 ﹤0.01% 2169
2024
Q4 		$6.39K Hold
530
– – ﹤0.01% 2208
2024
Q3 		$3.69K Sell
530
-214
-29% -$3.37K ﹤0.01% 2222
2024
Q2 		$16.5K Sell
744
-79
-10% -$2.31K ﹤0.01% 2347
2024
Q1 		$36.1K Sell
823
-81
-9% -$4.5K ﹤0.01% 2363
2023
Q4 		$70.1K Sell
904
-149
-14% -$10.3K ﹤0.01% 2305
2023
Q3 		$89.3K Buy
1,053
+297
+39% +$33.9K ﹤0.01% 2300
2023
Q2 		$86.5K Sell
756
-38
-5% -$3.77K ﹤0.01% 2311
2023
Q1 		$90.1K Sell
794
-61
-7% -$10.3K ﹤0.01% 2309
2022
Q4 		$153K Sell
855
-178
-17% -$42.8K ﹤0.01% 2238
2022
Q3 		$276K Sell
1,033
-47
-4% -$12K ﹤0.01% 2106
2022
Q2 		$155K Buy
1,080
+36
+3% +$5.99K ﹤0.01% 2338
2022
Q1 		$230K Buy
1,044
+75
+8% +$17.5K ﹤0.01% 2301
2021
Q4 		$368K Buy
969
+460
+90% +$199K ﹤0.01% 2198
2021
Q3 		$243K Buy
509
+8
+2% +$4.21K ﹤0.01% 2379
2021
Q2 		$361K Buy
+501
New +$273K ﹤0.01% 2296

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Principal Financial Group's STEM Position: Q2 2025 in Review

Principal Financial Group sold out of Stem (STEM) in Q2 2025, closing a stake of 551 shares — an estimated $3.86K sold.

Principal Financial Group first reported a position in STEM in Q2 2021 and held it in 16 quarters. The position peaked at $368K in Q4 2021. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

  • Principal Financial Group reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
  • Principal Financial Group sold 551 Stem shares in Q2 2025, an estimated $3.86K.
  • Principal Financial Group first reported a position in Stem in Q2 2021 and held it in 16 quarters.
  • Principal Financial Group's Stem position peaked at $368K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on Principal Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.