Principal Financial Group
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Principal Financial Group’s Usana Health Sciences USNA Stock Holding History

Principal Financial Group’s Portfolio USNA Stock Details USNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-52,121
Closed -$1.44M – 2273
2025
Q3 		$1.44M Sell
52,121
-1,461
-3% -$45K ﹤0.01% 1869
2025
Q2 		$1.64M Sell
53,582
-1,494
-3% -$42.4K ﹤0.01% 1830
2025
Q1 		$1.49M Buy
55,076
+1,473
+3% +$46.6K ﹤0.01% 1802
2024
Q4 		$1.92M Buy
53,603
+1,480
+3% +$55.3K ﹤0.01% 1800
2024
Q3 		$1.98M Sell
52,123
-2,417
-4% -$99.3K ﹤0.01% 1766
2024
Q2 		$2.47M Sell
54,540
-3,324
-6% -$153K ﹤0.01% 1733
2024
Q1 		$2.81M Sell
57,864
-2,415
-4% -$118K ﹤0.01% 1722
2023
Q4 		$3.23M Sell
60,279
-1,567
-3% -$79.3K ﹤0.01% 1689
2023
Q3 		$3.62M Sell
61,846
-3,199
-5% -$200K ﹤0.01% 1635
2023
Q2 		$4.1M Sell
65,045
-3,504
-5% -$223K ﹤0.01% 1607
2023
Q1 		$4.31M Sell
68,549
-1,785
-3% -$107K ﹤0.01% 1581
2022
Q4 		$3.74M Sell
70,334
-819
-1% -$44.4K ﹤0.01% 1623
2022
Q3 		$3.99M Sell
71,153
-6,474
-8% -$428K ﹤0.01% 1569
2022
Q2 		$5.62M Sell
77,627
-4,529
-6% -$337K ﹤0.01% 1511
2022
Q1 		$6.53M Sell
82,156
-5,164
-6% -$466K ﹤0.01% 1564
2021
Q4 		$8.84M Sell
87,320
-7,830
-8% -$781K 0.01% 1460
2021
Q3 		$8.77M Buy
95,150
+2,597
+3% +$250K 0.01% 1468
2021
Q2 		$9.48M Sell
92,553
-5,438
-6% -$546K 0.01% 1460
2021
Q1 		$9.56M Sell
97,991
-214
-0.2% -$19.5K 0.01% 1407
2020
Q4 		$7.57M Buy
98,205
+1,167
+1% +$90.3K 0.01% 1378
2020
Q3 		$7.15M Sell
97,038
-31
-0% -$2.49K 0.01% 1276
2020
Q2 		$7.13M Sell
97,069
-7,225
-7% -$567K 0.01% 1252
2020
Q1 		$6.02M Sell
104,294
-3,771
-3% -$262K 0.01% 1188
2019
Q4 		$8.49M Sell
108,065
-1,179
-1% -$86.9K 0.01% 1327
2019
Q3 		$7.47M Sell
109,244
-4,581
-4% -$308K 0.01% 1361
2019
Q2 		$9.04M Buy
113,825
+107,007
+1,569% +$8.49M 0.01% 1280
2019
Q1 		$572K Sell
6,818
-2,104
-24% -$220K ﹤0.01% 1906
2018
Q4 		$1.05M Sell
8,922
-696
-7% -$80.5K ﹤0.01% 1808
2018
Q3 		$1.16M Buy
9,618
+737
+8% +$91.5K ﹤0.01% 1827
2018
Q2 		$1.02M Buy
+8,881
New +$972K ﹤0.01% 1843
2017
Q2 		– Sell
-7,224
Closed -$416K – 2290
2017
Q1 		$416K Hold
7,224
– – ﹤0.01% 1948
2016
Q4 		$442K Buy
+7,224
New +$471K ﹤0.01% 1940
2014
Q2 		– Sell
-5,726
Closed -$216K – 2310
2014
Q1 		$216K Sell
5,726
-56
-1% -$1.96K ﹤0.01% 2105
2013
Q4 		$219K Hold
5,782
– – ﹤0.01% 2119
2013
Q3 		$251K Sell
5,782
-882
-13% -$35.4K ﹤0.01% 2019
2013
Q2 		$241K Buy
+6,664
New +$203K ﹤0.01% 2016

Other funds holding USNA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group's USNA Position: Q4 2025 in Review

Principal Financial Group sold out of Usana Health Sciences (USNA) in Q4 2025, closing a stake of 52,121 shares — an estimated $1.44M sold.

Principal Financial Group first reported a position in USNA in Q2 2013 and held it in 36 quarters. The position peaked at $9.56M in Q1 2021. 121 funds tracked by Wall St. Rank hold USNA as of Q4 2025.

  • Principal Financial Group reported no remaining Usana Health Sciences position as of Q4 2025 after selling out during the quarter.
  • Principal Financial Group sold 52,121 Usana Health Sciences shares in Q4 2025, an estimated $1.44M.
  • Principal Financial Group first reported a position in Usana Health Sciences in Q2 2013 and held it in 36 quarters.
  • Principal Financial Group's Usana Health Sciences position peaked at $9.56M in Q1 2021.
  • 121 funds tracked by Wall St. Rank held Usana Health Sciences as of Q4 2025.

Based on Principal Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.