Principal Financial Group
VRTS icon

Principal Financial Group’s Virtus Investment Partners VRTS Stock Holding History

Principal Financial Group’s Portfolio VRTS Stock Details VRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.15M Buy
30,857
+596
+2% +$87.9K ﹤0.01% 1680
2025
Q4 		$4.94M Sell
30,261
-383
-1% -$64.7K ﹤0.01% 1619
2025
Q3 		$5.82M Sell
30,644
-1,574
-5% -$310K ﹤0.01% 1531
2025
Q2 		$5.84M Sell
32,218
-7,411
-19% -$1.23M ﹤0.01% 1512
2025
Q1 		$6.83M Buy
39,629
+1,290
+3% +$246K ﹤0.01% 1446
2024
Q4 		$8.46M Buy
38,339
+1,377
+4% +$313K ﹤0.01% 1372
2024
Q3 		$7.74M Sell
36,962
-909
-2% -$195K ﹤0.01% 1401
2024
Q2 		$8.55M Sell
37,871
-992
-3% -$226K 0.01% 1347
2024
Q1 		$9.64M Sell
38,863
-1,834
-5% -$435K 0.01% 1328
2023
Q4 		$9.84M Sell
40,697
-62
-0.2% -$12.4K 0.01% 1290
2023
Q3 		$8.23M Sell
40,759
-720
-2% -$147K 0.01% 1331
2023
Q2 		$8.19M Buy
41,479
+391
+1% +$73.9K 0.01% 1347
2023
Q1 		$7.82M Sell
41,088
-514
-1% -$104K 0.01% 1368
2022
Q4 		$7.96M Sell
41,602
-2,643
-6% -$473K 0.01% 1362
2022
Q3 		$7.06M Sell
44,245
-4,937
-10% -$947K 0.01% 1353
2022
Q2 		$8.41M Sell
49,182
-6,646
-12% -$1.25M 0.01% 1346
2022
Q1 		$13.4M Sell
55,828
-3,813
-6% -$963K 0.01% 1199
2021
Q4 		$17.7M Sell
59,641
-3,869
-6% -$1.2M 0.01% 1041
2021
Q3 		$19.7M Buy
63,510
+101
+0.2% +$30K 0.01% 962
2021
Q2 		$17.6M Buy
63,409
+5,127
+9% +$1.39M 0.01% 1075
2021
Q1 		$13.7M Buy
58,282
+468
+0.8% +$113K 0.01% 1213
2020
Q4 		$12.5M Sell
57,814
-7,154
-11% -$1.3M 0.01% 1091
2020
Q3 		$9.01M Buy
64,968
+3,747
+6% +$507K 0.01% 1137
2020
Q2 		$7.12M Buy
61,221
+5,669
+10% +$531K 0.01% 1253
2020
Q1 		$4.23M Buy
55,552
+4,470
+9% +$504K ﹤0.01% 1347
2019
Q4 		$6.22M Sell
51,082
-410
-0.8% -$45.7K 0.01% 1460
2019
Q3 		$5.69M Sell
51,492
-4,546
-8% -$489K 0.01% 1463
2019
Q2 		$6.02M Sell
56,038
-302
-0.5% -$33.7K 0.01% 1467
2019
Q1 		$5.5M Sell
56,340
-1,685
-3% -$159K 0.01% 1510
2018
Q4 		$4.61M Buy
58,025
+164
+0.3% +$15.9K ﹤0.01% 1535
2018
Q3 		$6.58M Buy
57,861
+1,637
+3% +$208K 0.01% 1516
2018
Q2 		$7.19M Buy
56,224
+1,261
+2% +$156K 0.01% 1474
2018
Q1 		$6.8M Buy
54,963
+1,398
+3% +$177K 0.01% 1442
2017
Q4 		$6.16M Sell
53,565
-867
-2% -$102K 0.01% 1487
2017
Q3 		$6.32M Buy
54,432
+3,932
+8% +$439K 0.01% 1478
2017
Q2 		$5.6M Buy
50,500
+1,262
+3% +$134K 0.01% 1506
2017
Q1 		$5.21M Buy
49,238
+8,211
+20% +$918K 0.01% 1517
2016
Q4 		$4.84M Sell
41,027
-292
-0.7% -$31.9K 0.01% 1526
2016
Q3 		$4.04M Sell
41,319
-746
-2% -$65.4K 0.01% 1526
2016
Q2 		$2.99M Sell
42,065
-2,849
-6% -$216K ﹤0.01% 1574
2016
Q1 		$3.51M Buy
44,914
+413
+0.9% +$37.1K 0.01% 1504
2015
Q4 		$5.23M Buy
44,501
+1,218
+3% +$146K 0.01% 1346
2015
Q3 		$4.35M Buy
43,283
+939
+2% +$108K 0.01% 1405
2015
Q2 		$5.6M Sell
42,344
-1,047
-2% -$137K 0.01% 1363
2015
Q1 		$5.67M Sell
43,391
-807
-2% -$114K 0.01% 1321
2014
Q4 		$7.54M Buy
44,198
+145
+0.3% +$24.3K 0.01% 1147
2014
Q3 		$7.65M Sell
44,053
-152
-0.3% -$30.9K 0.01% 1076
2014
Q2 		$9.36M Sell
44,205
-418
-0.9% -$78.8K 0.02% 978
2014
Q1 		$7.73M Buy
44,623
+1,842
+4% +$339K 0.01% 1066
2013
Q4 		$8.56M Buy
42,781
+3,469
+9% +$666K 0.02% 992
2013
Q3 		$6.39M Buy
39,312
+6,839
+21% +$1.24M 0.01% 1099
2013
Q2 		$5.72M Buy
+32,473
New +$6.73M 0.01% 1102

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Principal Financial Group increased its Virtus Investment Partners (VRTS) stake by 2% in Q1 2026, buying an estimated $87.9K and bringing the position to 30,857 shares worth $4.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

Principal Financial Group first reported a position in VRTS in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.7M in Q3 2021. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Principal Financial Group held 30,857 shares of Virtus Investment Partners worth $4.15M as of Q1 2026.
  • Principal Financial Group bought 596 Virtus Investment Partners shares in Q1 2026, an estimated $87.9K.
  • Virtus Investment Partners made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1680 holding.
  • Principal Financial Group first reported a position in Virtus Investment Partners in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's Virtus Investment Partners position peaked at $19.7M in Q3 2021.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

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