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
Q3 		$23.1M Buy
294,724
+104,442
+55% +$8.51M 0.01% 885
2026
Q2 		$13.8M Buy
190,282
+6,200
+3% +$577K 0.01% 1228
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Packer & Co
Packer & Co Cottesloe, Australia $289M AUM
Hara Capital
Hara Capital Bellevue, Washington $209M AUM 40.32% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Principal Financial Group's VAL Position: Q3 2026 in Review

Principal Financial Group increased its Valaris (VAL) stake by 55% in Q3 2026, buying an estimated $8.51M and bringing the position to 294,724 shares worth $23.1M. The position accounts for 0.01% of the portfolio, ranked #885.

Principal Financial Group first reported a position in VAL in Q2 2022 and has held it in 18 quarters since. The position peaked at $62.3M in Q1 2024. 129 funds tracked by Wall St. Rank hold VAL as of Q3 2026.

  • Principal Financial Group held 294,724 shares of Valaris worth $23.1M as of Q3 2026.
  • Principal Financial Group bought 104,442 Valaris shares in Q3 2026, an estimated $8.51M.
  • Valaris made up 0.01% of Principal Financial Group's portfolio in Q3 2026, its #885 holding.
  • Principal Financial Group first reported a position in Valaris in Q2 2022 and has held it in 18 quarters since.
  • Principal Financial Group's Valaris position peaked at $62.3M in Q1 2024.
  • 129 funds tracked by Wall St. Rank held Valaris as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.