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

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VPM
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TCM
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JP Morgan Chase
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
VCM
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return