Principal Financial Group
TW icon

Principal Financial Group’s Tradeweb Markets TW Stock Holding History

Principal Financial Group’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$851K Buy
8,538
+5,217
+157% +$566K ﹤0.01% 1961
2026
Q1 		$391K Buy
3,321
+163
+5% +$18.7K ﹤0.01% 2044
2025
Q4 		$340K Sell
3,158
-1,073
-25% -$115K ﹤0.01% 2079
2025
Q3 		$470K Sell
4,231
-45,126
-91% -$5.8M ﹤0.01% 2055
2025
Q2 		$7.23M Sell
49,357
-54,579
-53% -$7.62M ﹤0.01% 1413
2025
Q1 		$15.4M Sell
103,936
-4,739
-4% -$630K 0.01% 1004
2024
Q4 		$14.2M Sell
108,675
-2,888
-3% -$381K 0.01% 1078
2024
Q3 		$13.8M Sell
111,563
-27,468
-20% -$3.11M 0.01% 1082
2024
Q2 		$14.7M Sell
139,031
-18,440
-12% -$1.95M 0.01% 1048
2024
Q1 		$16.4M Buy
157,471
+66,595
+73% +$6.69M 0.01% 1043
2023
Q4 		$8.26M Buy
90,876
+80,064
+741% +$7.15M 0.01% 1383
2023
Q3 		$867K Buy
10,812
+470
+5% +$37.5K ﹤0.01% 1860
2023
Q2 		$708K Sell
10,342
-22,136
-68% -$1.57M ﹤0.01% 1888
2023
Q1 		$2.57M Sell
32,478
-1,083
-3% -$78.4K ﹤0.01% 1723
2022
Q4 		$2.18M Buy
33,561
+421
+1% +$24.7K ﹤0.01% 1746
2022
Q3 		$1.87M Sell
33,140
-170,852
-84% -$11.6M ﹤0.01% 1723
2022
Q2 		$13.9M Buy
203,992
+134,477
+193% +$9.77M 0.01% 1078
2022
Q1 		$6.11M Sell
69,515
-49,306
-41% -$4.28M ﹤0.01% 1598
2021
Q4 		$11.9M Buy
118,821
+589
+0.5% +$54.3K 0.01% 1297
2021
Q3 		$9.55M Sell
118,232
-45,106
-28% -$3.89M 0.01% 1421
2021
Q2 		$13.8M Sell
163,338
-63,894
-28% -$5.22M 0.01% 1245
2021
Q1 		$16.8M Buy
227,232
+217,729
+2,291% +$15M 0.01% 1063
2020
Q4 		$593K Sell
9,503
-87,392
-90% -$5.28M ﹤0.01% 2075
2020
Q3 		$5.62M Buy
96,895
+36,890
+61% +$2.03M ﹤0.01% 1394
2020
Q2 		$3.49M Buy
60,005
+13,904
+30% +$801K ﹤0.01% 1567
2020
Q1 		$1.94M Buy
46,101
+1,017
+2% +$46.6K ﹤0.01% 1604
2019
Q4 		$2.09M Buy
+45,084
New +$1.94M ﹤0.01% 1719

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

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

Principal Financial Group increased its Tradeweb Markets (TW) stake by 157% in Q2 2026, buying an estimated $566K and bringing the position to 8,538 shares worth $851K. The position accounts for ﹤0.01% of the portfolio, ranked #1961.

Principal Financial Group first reported a position in TW in Q4 2019 and has held it in 27 quarters since. The position peaked at $16.8M in Q1 2021. 564 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Principal Financial Group held 8,538 shares of Tradeweb Markets worth $851K as of Q2 2026.
  • Principal Financial Group bought 5,217 Tradeweb Markets shares in Q2 2026, an estimated $566K.
  • Tradeweb Markets made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1961 holding.
  • Principal Financial Group first reported a position in Tradeweb Markets in Q4 2019 and has held it in 27 quarters since.
  • Principal Financial Group's Tradeweb Markets position peaked at $16.8M in Q1 2021.
  • 564 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

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