Principal Financial Group
TRI icon

Principal Financial Group’s Thomson Reuters TRI Stock Holding History

Principal Financial Group’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-20,869
Closed -$2.8M – 2289
2025
Q4 		$2.8M Buy
20,869
+245
+1% +$35.5K ﹤0.01% 1779
2025
Q3 		$3.25M Buy
20,624
+296
+1% +$55.2K ﹤0.01% 1724
2025
Q2 		$4.14M Hold
20,328
– – ﹤0.01% 1636
2025
Q1 		$3.56M Buy
20,328
+492
+2% +$84.9K ﹤0.01% 1650
2024
Q4 		$3.23M Sell
19,836
-7,483
-27% -$1.26M ﹤0.01% 1707
2024
Q3 		$4.74M Hold
27,319
– – ﹤0.01% 1590
2024
Q2 		$4.68M Sell
27,319
-4,233
-13% -$702K ﹤0.01% 1570
2024
Q1 		$4.99M Hold
31,552
– – ﹤0.01% 1566
2023
Q4 		$4.71M Sell
31,552
-2,960
-9% -$400K ﹤0.01% 1574
2023
Q3 		$4.31M Buy
34,512
+492
+1% +$64.9K ﹤0.01% 1586
2023
Q2 		$4.67M Sell
34,020
-1,155
-3% -$155K ﹤0.01% 1547
2023
Q1 		$4.82M Buy
35,175
+651
+2% +$83K ﹤0.01% 1541
2022
Q4 		$4.15M Buy
34,524
+27,934
+424% +$3.22M ﹤0.01% 1594
2022
Q3 		$717K Buy
6,590
+1,830
+38% +$212K ﹤0.01% 1892
2022
Q2 		$522K Sell
4,760
-18
-0.4% -$1.91K ﹤0.01% 2049
2022
Q1 		$547K Buy
+4,778
New +$533K ﹤0.01% 2096
2017
Q2 		– Sell
-7,945
Closed -$399K – 2289
2017
Q1 		$399K Sell
7,945
-63
-0.8% -$3.22K ﹤0.01% 1956
2016
Q4 		$407K Buy
8,008
+61
+0.8% +$2.98K ﹤0.01% 1957
2016
Q3 		$382K Sell
7,947
-3,592
-31% -$174K ﹤0.01% 1904
2016
Q2 		$541K Buy
11,539
+4,591
+66% +$219K ﹤0.01% 1838
2016
Q1 		$326K Sell
6,948
-2,711
-28% -$117K ﹤0.01% 1909
2015
Q4 		$424K Buy
9,659
+3,026
+46% +$141K ﹤0.01% 1877
2015
Q3 		$310K Sell
6,633
-2,353
-26% -$107K ﹤0.01% 1945
2015
Q2 		$397K Sell
8,986
-3,815
-30% -$179K ﹤0.01% 1905
2015
Q1 		$603K Sell
12,801
-2,561
-17% -$118K ﹤0.01% 1822
2014
Q4 		$719K Buy
15,362
+865
+6% +$38.3K ﹤0.01% 1834
2014
Q3 		$613K Sell
14,497
-2,507
-15% -$108K ﹤0.01% 1816
2014
Q2 		$717K Buy
17,004
+393
+2% +$16.1K ﹤0.01% 1830
2014
Q1 		$659K Sell
16,611
-35
-0.2% -$1.44K ﹤0.01% 1822
2013
Q4 		$731K Buy
16,646
+499
+3% +$21.3K ﹤0.01% 1820
2013
Q3 		$656K Sell
16,147
-12,944
-44% -$515K ﹤0.01% 1803
2013
Q2 		$1.1M Buy
+29,091
New +$1.13M ﹤0.01% 1707

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LFC
LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

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

Principal Financial Group sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 20,869 shares — an estimated $2.8M sold.

Principal Financial Group first reported a position in TRI in Q2 2013 and held it in 32 quarters. The position peaked at $4.99M in Q1 2024. 473 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • Principal Financial Group reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 20,869 Thomson Reuters shares in Q1 2026, an estimated $2.8M.
  • Principal Financial Group first reported a position in Thomson Reuters in Q2 2013 and held it in 32 quarters.
  • Principal Financial Group's Thomson Reuters position peaked at $4.99M in Q1 2024.
  • 473 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

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