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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group's VRT Position: Q2 2026 in Review

Principal Financial Group increased its Vertiv (VRT) stake by 1.4% in Q2 2026, buying an estimated $1.87M and bringing the position to 438,781 shares worth $147M. The position accounts for 0.07% of the portfolio, ranked #227.

Principal Financial Group first reported a position in VRT in Q2 2020 and has held it in 25 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Principal Financial Group held 438,781 shares of Vertiv worth $147M as of Q2 2026.
  • Principal Financial Group bought 5,908 Vertiv shares in Q2 2026, an estimated $1.87M.
  • Vertiv made up 0.07% of Principal Financial Group's portfolio in Q2 2026, its #227 holding.
  • Principal Financial Group first reported a position in Vertiv in Q2 2020 and has held it in 25 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.