Principal Financial Group
UPWK icon

Principal Financial Group’s Upwork UPWK Stock Holding History

Principal Financial Group’s Portfolio UPWK Stock Details UPWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.36M Buy
1,119,357
+21,676
+2% +$205K ﹤0.01% 1440
2026
Q1 		$12M Buy
1,097,681
+133,078
+14% +$2.1M 0.01% 1234
2025
Q4 		$19.1M Buy
964,603
+734,251
+319% +$13.5M 0.01% 921
2025
Q3 		$4.28M Buy
230,352
+59,000
+34% +$879K ﹤0.01% 1645
2025
Q2 		$2.3M Buy
+171,352
New +$2.46M ﹤0.01% 1782
2025
Q1 		– Sell
-10,729
Closed -$175K – 2216
2024
Q4 		$175K Sell
10,729
-934
-8% -$13.5K ﹤0.01% 2113
2024
Q3 		$122K Sell
11,663
-5,164
-31% -$53.9K ﹤0.01% 2138
2024
Q2 		$181K Buy
16,827
+4
+0% +$45 ﹤0.01% 2154
2024
Q1 		$206K Buy
16,823
+2,457
+17% +$33.4K ﹤0.01% 2175
2023
Q4 		$214K Buy
14,366
+1,306
+10% +$16.8K ﹤0.01% 2153
2023
Q3 		$148K Sell
13,060
-1,554
-11% -$19.3K ﹤0.01% 2212
2023
Q2 		$136K Buy
14,614
+1,295
+10% +$11.7K ﹤0.01% 2238
2023
Q1 		$151K Sell
13,319
-1,197
-8% -$14.2K ﹤0.01% 2229
2022
Q4 		$152K Sell
14,516
-2,938
-17% -$36.2K ﹤0.01% 2239
2022
Q3 		$238K Sell
17,454
-1,149
-6% -$21.6K ﹤0.01% 2158
2022
Q2 		$385K Sell
18,603
-2,824
-13% -$55.5K ﹤0.01% 2122
2022
Q1 		$498K Buy
21,427
+1,362
+7% +$34.1K ﹤0.01% 2123
2021
Q4 		$685K Sell
20,065
-4,682
-19% -$207K ﹤0.01% 2057
2021
Q3 		$1.11M Sell
24,747
-9,797
-28% -$478K ﹤0.01% 1982
2021
Q2 		$2.01M Buy
34,544
+14,757
+75% +$694K ﹤0.01% 1908
2021
Q1 		$886K Sell
19,787
-3,700
-16% -$171K ﹤0.01% 2025
2020
Q4 		$811K Buy
23,487
+9,488
+68% +$271K ﹤0.01% 1990
2020
Q3 		$244K Sell
13,999
-1,322
-9% -$19.8K ﹤0.01% 2162
2020
Q2 		$221K Buy
+15,321
New +$161K ﹤0.01% 2164

Other funds holding UPWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Principal Financial Group increased its Upwork (UPWK) stake by 2% in Q2 2026, buying an estimated $205K and bringing the position to 1,119,357 shares worth $9.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Principal Financial Group first reported a position in UPWK in Q2 2020 and has held it in 24 quarters since. The position peaked at $19.1M in Q4 2025. 117 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Principal Financial Group held 1,119,357 shares of Upwork worth $9.36M as of Q2 2026.
  • Principal Financial Group bought 21,676 Upwork shares in Q2 2026, an estimated $205K.
  • Upwork made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1440 holding.
  • Principal Financial Group first reported a position in Upwork in Q2 2020 and has held it in 24 quarters since.
  • Principal Financial Group's Upwork position peaked at $19.1M in Q4 2025.
  • 117 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

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