Principal Financial Group
VRT icon

Principal Financial Group’s Vertiv VRT Stock Holding History

Principal Financial Group’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$96.5M Sell
399,906
-38,875
-9% -$10.6M 0.05% 278
2026
Q2 		$147M Buy
438,781
+5,908
+1% +$1.87M 0.07% 227
2026
Q1 		$108M Buy
432,873
+423,320
+4,431% +$94M 0.06% 266
2025
Q4 		$1.55M Sell
9,553
-4,716
-33% -$819K ﹤0.01% 1885
2025
Q3 		$2.15M Sell
14,269
-5,254
-27% -$701K ﹤0.01% 1802
2025
Q2 		$2.51M Sell
19,523
-126,303
-87% -$12.3M ﹤0.01% 1760
2025
Q1 		$10.5M Sell
145,826
-16,003
-10% -$1.7M 0.01% 1229
2024
Q4 		$18.4M Sell
161,829
-3,728
-2% -$443K 0.01% 908
2024
Q3 		$16.5M Buy
165,557
+134,349
+430% +$11.1M 0.01% 959
2024
Q2 		$2.7M Buy
31,208
+1,789
+6% +$163K ﹤0.01% 1713
2024
Q1 		$2.4M Buy
29,419
+6,773
+30% +$426K ﹤0.01% 1748
2023
Q4 		$1.09M Sell
22,646
-5,531
-20% -$236K ﹤0.01% 1831
2023
Q3 		$1.05M Sell
28,177
-542,170
-95% -$17.9M ﹤0.01% 1834
2023
Q2 		$14.1M Buy
570,347
+539,432
+1,745% +$9.26M 0.01% 1057
2023
Q1 		$442K Buy
30,915
+468
+2% +$6.87K ﹤0.01% 1994
2022
Q4 		$416K Sell
30,447
-3,415
-10% -$45.5K ﹤0.01% 2019
2022
Q3 		$329K Buy
33,862
+837
+3% +$9.4K ﹤0.01% 2057
2022
Q2 		$271K Buy
33,025
+1,256
+4% +$14.2K ﹤0.01% 2210
2022
Q1 		$445K Sell
31,769
-3,076
-9% -$54.7K ﹤0.01% 2144
2021
Q4 		$870K Buy
34,845
+5,890
+20% +$147K ﹤0.01% 2015
2021
Q3 		$698K Sell
28,955
-1,676
-5% -$44.5K ﹤0.01% 2085
2021
Q2 		$836K Buy
30,631
+3,978
+15% +$95.1K ﹤0.01% 2081
2021
Q1 		$533K Sell
26,653
-276
-1% -$5.57K ﹤0.01% 2139
2020
Q4 		$503K Sell
26,929
-872
-3% -$16K ﹤0.01% 2110
2020
Q3 		$482K Sell
27,801
-1,847
-6% -$28.9K ﹤0.01% 2030
2020
Q2 		$402K Buy
+29,648
New +$345K ﹤0.01% 2013

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

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

Principal Financial Group reduced its Vertiv (VRT) stake by 8.9% in Q3 2026, selling an estimated $10.6M and leaving 399,906 shares worth $96.5M. The position accounts for 0.05% of the portfolio, ranked #278.

Principal Financial Group first reported a position in VRT in Q2 2020 and has held it in 26 quarters since. The position peaked at $147M in Q2 2026. 803 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Principal Financial Group held 399,906 shares of Vertiv worth $96.5M as of Q3 2026.
  • Principal Financial Group sold 38,875 Vertiv shares in Q3 2026, an estimated $10.6M.
  • Vertiv made up 0.05% of Principal Financial Group's portfolio in Q3 2026, its #278 holding.
  • Principal Financial Group first reported a position in Vertiv in Q2 2020 and has held it in 26 quarters since.
  • Principal Financial Group's Vertiv position peaked at $147M in Q2 2026.
  • 803 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

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