Principal Financial Group
TBRG

Principal Financial Group’s TruBridge TBRG Stock Holding History

Principal Financial Group’s Portfolio TBRG Stock Details TBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-32,541
Closed -$718K – 2304
2025
Q4 		$718K Buy
32,541
+10,603
+48% +$222K ﹤0.01% 2004
2025
Q3 		$442K Buy
+21,938
New +$461K ﹤0.01% 2067
2023
Q3 		– Sell
-82,488
Closed -$2.04M – 2477
2023
Q2 		$2.04M Sell
82,488
-3,675
-4% -$95.7K ﹤0.01% 1764
2023
Q1 		$2.6M Sell
86,163
-874
-1% -$25.5K ﹤0.01% 1720
2022
Q4 		$2.37M Sell
87,037
-8,163
-9% -$233K ﹤0.01% 1734
2022
Q3 		$2.65M Sell
95,200
-7,445
-7% -$230K ﹤0.01% 1670
2022
Q2 		$3.28M Sell
102,645
-4,741
-4% -$153K ﹤0.01% 1689
2022
Q1 		$3.7M Sell
107,386
-6,268
-6% -$192K ﹤0.01% 1751
2021
Q4 		$3.33M Sell
113,654
-1,109
-1% -$36.2K ﹤0.01% 1776
2021
Q3 		$4.07M Buy
114,763
+11,119
+11% +$377K ﹤0.01% 1744
2021
Q2 		$3.44M Buy
103,644
+9,980
+11% +$316K ﹤0.01% 1807
2021
Q1 		$2.87M Buy
93,664
+439
+0.5% +$13.5K ﹤0.01% 1789
2020
Q4 		$2.5M Sell
93,225
-7,451
-7% -$210K ﹤0.01% 1757
2020
Q3 		$2.78M Buy
100,676
+909
+0.9% +$24K ﹤0.01% 1657
2020
Q2 		$2.27M Sell
99,767
-3,829
-4% -$85.5K ﹤0.01% 1671
2020
Q1 		$2.31M Sell
103,596
-3,885
-4% -$99.8K ﹤0.01% 1556
2019
Q4 		$2.84M Buy
107,481
+309
+0.3% +$7.71K ﹤0.01% 1662
2019
Q3 		$2.42M Buy
107,172
+1,219
+1% +$29.5K ﹤0.01% 1687
2019
Q2 		$2.94M Buy
105,953
+9,760
+10% +$273K ﹤0.01% 1661
2019
Q1 		$2.86M Sell
96,193
-1,008
-1% -$29.1K ﹤0.01% 1672
2018
Q4 		$2.44M Buy
97,201
+527
+0.5% +$13.7K ﹤0.01% 1689
2018
Q3 		$2.6M Buy
96,674
+7,787
+9% +$228K ﹤0.01% 1730
2018
Q2 		$2.92M Buy
88,887
+3,457
+4% +$109K ﹤0.01% 1704
2018
Q1 		$2.5M Buy
85,430
+2,054
+2% +$61.4K ﹤0.01% 1708
2017
Q4 		$2.5M Sell
83,376
-651
-0.8% -$19.4K ﹤0.01% 1724
2017
Q3 		$2.48M Buy
84,027
+2,692
+3% +$80.8K ﹤0.01% 1703
2017
Q2 		$2.67M Sell
81,335
-5,966
-7% -$186K ﹤0.01% 1713
2017
Q1 		$2.44M Buy
87,301
+2,776
+3% +$69.7K ﹤0.01% 1701
2016
Q4 		$2M Buy
84,525
+5,050
+6% +$126K ﹤0.01% 1716
2016
Q3 		$2.07M Buy
79,475
+4,203
+6% +$132K ﹤0.01% 1674
2016
Q2 		$3M Buy
75,272
+2,596
+4% +$118K ﹤0.01% 1573
2016
Q1 		$3.79M Buy
72,676
+3,408
+5% +$180K 0.01% 1482
2015
Q4 		$3.45M Buy
69,268
+3,045
+5% +$136K 0.01% 1510
2015
Q3 		$2.79M Buy
66,223
+2,117
+3% +$102K ﹤0.01% 1556
2015
Q2 		$3.42M Sell
64,106
-485
-0.8% -$26.1K 0.01% 1549
2015
Q1 		$3.5M Sell
64,591
-144,273
-69% -$7.9M 0.01% 1518
2014
Q4 		$12.7M Buy
208,864
+21,811
+12% +$1.32M 0.02% 785
2014
Q3 		$10.8M Buy
187,053
+15,543
+9% +$969K 0.02% 854
2014
Q2 		$10.9M Buy
171,510
+25,618
+18% +$1.61M 0.02% 878
2014
Q1 		$9.42M Buy
145,892
+3,180
+2% +$206K 0.02% 953
2013
Q4 		$8.82M Buy
142,712
+26,795
+23% +$1.62M 0.02% 969
2013
Q3 		$6.78M Buy
115,917
+16,267
+16% +$898K 0.01% 1062
2013
Q2 		$4.9M Buy
+99,650
New +$5.13M 0.01% 1199

Other funds holding TBRG

NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Principal Financial Group sold out of TruBridge (TBRG) in Q1 2026, closing a stake of 32,541 shares — an estimated $718K sold.

Principal Financial Group first reported a position in TBRG in Q2 2013 and held it in 43 quarters. The position peaked at $12.7M in Q4 2014. 95 funds tracked by Wall St. Rank hold TBRG as of Q1 2026.

  • Principal Financial Group reported no remaining TruBridge position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 32,541 TruBridge shares in Q1 2026, an estimated $718K.
  • Principal Financial Group first reported a position in TruBridge in Q2 2013 and held it in 43 quarters.
  • Principal Financial Group's TruBridge position peaked at $12.7M in Q4 2014.
  • 95 funds tracked by Wall St. Rank held TruBridge as of Q1 2026.

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