Principal Financial Group
UPST icon

Principal Financial Group’s Upstart Holdings UPST Stock Holding History

Principal Financial Group’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232K Buy
+6,544
New +$202K ﹤0.01% 2073
2026
Q1 		– Sell
-5,035
Closed -$220K – 2294
2025
Q4 		$220K Sell
5,035
-1,413
-22% -$65.1K ﹤0.01% 2121
2025
Q3 		$328K Buy
6,448
+458
+8% +$32.2K ﹤0.01% 2113
2025
Q2 		$387K Sell
5,990
-112,697
-95% -$5.53M ﹤0.01% 2029
2025
Q1 		$5.46M Buy
118,687
+112,002
+1,675% +$6.96M ﹤0.01% 1534
2024
Q4 		$412K Sell
6,685
-472
-7% -$29.4K ﹤0.01% 1990
2024
Q3 		$286K Sell
7,157
-3,248
-31% -$108K ﹤0.01% 2035
2024
Q2 		$245K Buy
10,405
+422
+4% +$10.2K ﹤0.01% 2099
2024
Q1 		$268K Buy
9,983
+1,533
+18% +$45.3K ﹤0.01% 2113
2023
Q4 		$345K Buy
8,450
+916
+12% +$27.9K ﹤0.01% 2029
2023
Q3 		$215K Sell
7,534
-979
-12% -$39.3K ﹤0.01% 2144
2023
Q2 		$305K Buy
+8,513
New +$196K ﹤0.01% 2077
2022
Q3 		– Sell
-9,692
Closed -$307K – 2574
2022
Q2 		$307K Buy
9,692
+4,933
+104% +$294K ﹤0.01% 2169
2022
Q1 		$519K Sell
4,759
-119
-2% -$13.7K ﹤0.01% 2101
2021
Q4 		$738K Buy
4,878
+244
+5% +$61K ﹤0.01% 2044
2021
Q3 		$1.47M Buy
+4,634
New +$914K ﹤0.01% 1922

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

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

Principal Financial Group opened a new position in Upstart Holdings (UPST) in Q2 2026: 6,544 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #2073 among its holdings. This is a return to the name: Principal Financial Group previously reported a position in UPST as recently as Q4 2025.

Principal Financial Group first reported a position in UPST in Q3 2021 and has held it in 16 quarters since. The position peaked at $5.46M in Q1 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Principal Financial Group held 6,544 shares of Upstart Holdings worth $232K as of Q2 2026.
  • Upstart Holdings was a new Principal Financial Group position in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #2073 holding.
  • Principal Financial Group first reported a position in Upstart Holdings in Q3 2021 and has held it in 16 quarters since.
  • Principal Financial Group's Upstart Holdings position peaked at $5.46M in Q1 2025.
  • 369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

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