Principal Financial Group
VAL icon

Principal Financial Group’s Valaris VAL Stock Holding History

Principal Financial Group’s Portfolio VAL Stock Details VAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18M Buy
184,082
+44,016
+31% +$3.43M 0.01% 984
2025
Q4 		$7.06M Sell
140,066
-9,024
-6% -$484K ﹤0.01% 1482
2025
Q3 		$7.27M Sell
149,090
-793
-0.5% -$38.7K ﹤0.01% 1445
2025
Q2 		$6.31M Sell
149,883
-2,059
-1% -$77.5K ﹤0.01% 1475
2025
Q1 		$5.97M Buy
151,942
+744
+0.5% +$31.9K ﹤0.01% 1502
2024
Q4 		$6.69M Sell
151,198
-596,238
-80% -$28.7M ﹤0.01% 1483
2024
Q3 		$41.7M Sell
747,436
-12,337
-2% -$808K 0.02% 524
2024
Q2 		$56.6M Sell
759,773
-68,612
-8% -$4.97M 0.03% 409
2024
Q1 		$62.3M Buy
828,385
+38,531
+5% +$2.58M 0.04% 407
2023
Q4 		$54.2M Buy
789,854
+202,074
+34% +$13.8M 0.03% 417
2023
Q3 		$44.1M Buy
587,780
+359,168
+157% +$26.4M 0.03% 449
2023
Q2 		$14.4M Sell
228,612
-10,123
-4% -$610K 0.01% 1051
2023
Q1 		$15.5M Buy
238,735
+231,417
+3,162% +$16.1M 0.01% 1014
2022
Q4 		$495K Sell
7,318
-1,464
-17% -$91.3K ﹤0.01% 1979
2022
Q3 		$430K Sell
8,782
-672
-7% -$32.2K ﹤0.01% 1993
2022
Q2 		$399K Buy
+9,454
New +$509K ﹤0.01% 2112

Other funds holding VAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Principal Financial Group increased its Valaris (VAL) stake by 31% in Q1 2026, buying an estimated $3.43M and bringing the position to 184,082 shares worth $18M. The position accounts for 0.01% of the portfolio, ranked #984.

Principal Financial Group first reported a position in VAL in Q2 2022 and has held it in 16 quarters since. The position peaked at $62.3M in Q1 2024. 357 funds tracked by Wall St. Rank hold VAL as of Q1 2026.

  • Principal Financial Group held 184,082 shares of Valaris worth $18M as of Q1 2026.
  • Principal Financial Group bought 44,016 Valaris shares in Q1 2026, an estimated $3.43M.
  • Valaris made up 0.01% of Principal Financial Group's portfolio in Q1 2026, its #984 holding.
  • Principal Financial Group first reported a position in Valaris in Q2 2022 and has held it in 16 quarters since.
  • Principal Financial Group's Valaris position peaked at $62.3M in Q1 2024.
  • 357 funds tracked by Wall St. Rank held Valaris as of Q1 2026.

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