Principal Financial Group
VERX icon

Principal Financial Group’s Vertex VERX Stock Holding History

Principal Financial Group’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,335,122
Closed -$26.7M – 2296
2025
Q4 		$26.7M Buy
1,335,122
+442,173
+50% +$9.56M 0.01% 731
2025
Q3 		$22.1M Buy
892,949
+275,520
+45% +$7.98M 0.01% 808
2025
Q2 		$21.8M Buy
617,429
+71,423
+13% +$2.72M 0.01% 799
2025
Q1 		$19.1M Sell
546,006
-26,239
-5% -$1.2M 0.01% 861
2024
Q4 		$30.5M Buy
572,245
+524,572
+1,100% +$25.4M 0.02% 638
2024
Q3 		$1.84M Sell
47,673
-118,589
-71% -$4.37M ﹤0.01% 1778
2024
Q2 		$5.99M Sell
166,262
-127,498
-43% -$4.1M ﹤0.01% 1494
2024
Q1 		$9.33M Buy
293,760
+59,947
+26% +$1.62M 0.01% 1343
2023
Q4 		$6.3M Buy
233,813
+145,246
+164% +$3.72M ﹤0.01% 1481
2023
Q3 		$2.05M Buy
88,567
+50,239
+131% +$1.03M ﹤0.01% 1758
2023
Q2 		$747K Buy
38,328
+10,296
+37% +$217K ﹤0.01% 1881
2023
Q1 		$580K Buy
+28,032
New +$432K ﹤0.01% 1940
2021
Q2 		– Sell
-63,200
Closed -$1.39M – 2657
2021
Q1 		$1.39M Sell
63,200
-9,900
-14% -$309K ﹤0.01% 1925
2020
Q4 		$2.55M Sell
73,100
-135,110
-65% -$3.68M ﹤0.01% 1751
2020
Q3 		$4.79M Buy
+208,210
New +$5.07M ﹤0.01% 1464

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Principal Financial Group sold out of Vertex (VERX) in Q1 2026, closing a stake of 1,335,122 shares — an estimated $26.7M sold.

Principal Financial Group first reported a position in VERX in Q3 2020 and held it in 15 quarters. The position peaked at $30.5M in Q4 2024. 222 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • Principal Financial Group reported no remaining Vertex position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 1,335,122 Vertex shares in Q1 2026, an estimated $26.7M.
  • Principal Financial Group first reported a position in Vertex in Q3 2020 and held it in 15 quarters.
  • Principal Financial Group's Vertex position peaked at $30.5M in Q4 2024.
  • 222 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

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