Principal Financial Group
STEP icon

Principal Financial Group’s StepStone Group STEP Stock Holding History

Principal Financial Group’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.8M Sell
356,662
-3,591
-1% -$178K 0.01% 1196
2026
Q1 		$17.2M Buy
360,253
+12,328
+4% +$712K 0.01% 1011
2025
Q4 		$22.3M Sell
347,925
-139,536
-29% -$8.82M 0.01% 832
2025
Q3 		$31.8M Buy
487,461
+160,318
+49% +$9.78M 0.02% 635
2025
Q2 		$18.2M Sell
327,143
-2,397
-0.7% -$128K 0.01% 889
2025
Q1 		$17.2M Sell
329,540
-108,590
-25% -$6.39M 0.01% 927
2024
Q4 		$25.4M Buy
438,130
+20,285
+5% +$1.26M 0.01% 719
2024
Q3 		$23.7M Buy
417,845
+126,315
+43% +$6.44M 0.01% 750
2024
Q2 		$13.4M Buy
291,530
+264,811
+991% +$10.4M 0.01% 1115
2024
Q1 		$955K Sell
26,719
-3,147
-11% -$106K ﹤0.01% 1873
2023
Q4 		$951K Buy
29,866
+7,892
+36% +$223K ﹤0.01% 1847
2023
Q3 		$694K Buy
21,974
+5,089
+30% +$148K ﹤0.01% 1893
2023
Q2 		$419K Sell
16,885
-7,555
-31% -$173K ﹤0.01% 1992
2023
Q1 		$593K Sell
24,440
-4,903
-17% -$134K ﹤0.01% 1935
2022
Q4 		$739K Buy
29,343
+10,888
+59% +$304K ﹤0.01% 1898
2022
Q3 		$452K Sell
18,455
-19,401
-51% -$528K ﹤0.01% 1982
2022
Q2 		$985K Sell
37,856
-17,838
-32% -$486K ﹤0.01% 1921
2022
Q1 		$1.84M Sell
55,694
-19,227
-26% -$662K ﹤0.01% 1874
2021
Q4 		$3.12M Buy
74,921
+66,435
+783% +$2.93M ﹤0.01% 1790
2021
Q3 		$362K Buy
8,486
+2,517
+42% +$111K ﹤0.01% 2258
2021
Q2 		$205K Buy
+5,969
New +$198K ﹤0.01% 2474
2020
Q4 		– Sell
-51,033
Closed -$1.36M – 2457
2020
Q3 		$1.36M Buy
+51,033
New +$1.3M ﹤0.01% 1813

Other funds holding STEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Principal Financial Group reduced its StepStone Group (STEP) stake by 1% in Q2 2026, selling an estimated $178K and leaving 356,662 shares worth $14.8M. The position accounts for 0.01% of the portfolio, ranked #1196.

Principal Financial Group first reported a position in STEP in Q3 2020 and has held it in 22 quarters since. The position peaked at $31.8M in Q3 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Principal Financial Group held 356,662 shares of StepStone Group worth $14.8M as of Q2 2026.
  • Principal Financial Group sold 3,591 StepStone Group shares in Q2 2026, an estimated $178K.
  • StepStone Group made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1196 holding.
  • Principal Financial Group first reported a position in StepStone Group in Q3 2020 and has held it in 22 quarters since.
  • Principal Financial Group's StepStone Group position peaked at $31.8M in Q3 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

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