Principal Financial Group

Principal Financial Group’s Toast TOST Stock Holding History

Principal Financial Group’s Portfolio TOST Stock Details TOST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$211M	Buy	7,977,244 +2,111,009	+36%	+$63M	0.11%	174
2025 Q4	$208M	Sell	5,866,235 -42,865	-0.7%	-$1.55M	0.11%	177
2025 Q3	$216M	Buy	5,909,100 +152,198	+3%	+$6.61M	0.11%	175
2025 Q2	$255M	Buy	5,756,902 +282,459	+5%	+$11.1M	0.13%	150
2025 Q1	$182M	Buy	5,474,443 +5,436,317	+14,259%	+$204M	0.1%	186
2024 Q4	$1.39M	Sell	38,126 -7	-0%	-$246	﹤0.01%	1837
2024 Q3	$1.08M	Sell	38,133 -530	-1%	-$13.4K	﹤0.01%	1847
2024 Q2	$996K	Buy	38,663 +1,716	+5%	+$41.5K	﹤0.01%	1863
2024 Q1	$921K	Buy	36,947 +345	+0.9%	+$7.14K	﹤0.01%	1877
2023 Q4	$668K	Sell	36,602 -7,207	-16%	-$118K	﹤0.01%	1894
2023 Q3	$821K	Sell	43,809 -197,013	-82%	-$4.28M	﹤0.01%	1868
2023 Q2	$5.44M	Buy	240,822 +210,501	+694%	+$4.2M	﹤0.01%	1499
2023 Q1	$538K	Sell	30,321 -170,925	-85%	-$3.37M	﹤0.01%	1952
2022 Q4	$3.63M	Buy	201,246 +172,502	+600%	+$3.24M	﹤0.01%	1639
2022 Q3	$481K	Sell	28,744 -2,084	-7%	-$36.1K	﹤0.01%	1968
2022 Q2	$399K	Buy	+30,828	New	+$511K	﹤0.01%	2111

Other funds holding TOST

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return