Principal Financial Group
VVR icon

Principal Financial Group’s Invesco Senior Income Trust VVR Stock Holding History

Principal Financial Group’s Portfolio VVR Stock Details VVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$80K Buy
27,693
+5,198
+23% +$15.3K ﹤0.01% 2171
2026
Q2 		$67.5K Hold
22,495
– – ﹤0.01% 2124
2026
Q1 		$72.4K Hold
22,495
– – ﹤0.01% 2133
2025
Q4 		$73.6K Sell
22,495
-859
-4% -$2.84K ﹤0.01% 2155
2025
Q3 		$78.2K Buy
+23,354
New +$85.1K ﹤0.01% 2199

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Solutions 4 Wealth
Solutions 4 Wealth Southlake, Texas $83.3M AUM 12.76% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Gridiron Partners
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

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

Principal Financial Group increased its Invesco Senior Income Trust (VVR) stake by 23% in Q3 2026, buying an estimated $15.3K and bringing the position to 27,693 shares worth $80K. The position accounts for ﹤0.01% of the portfolio, ranked #2171.

Principal Financial Group first reported a position in VVR in Q3 2025 and has held it in 5 quarters since. 105 funds tracked by Wall St. Rank hold VVR as of Q3 2026.

  • Principal Financial Group held 27,693 shares of Invesco Senior Income Trust worth $80K as of Q3 2026.
  • Principal Financial Group bought 5,198 Invesco Senior Income Trust shares in Q3 2026, an estimated $15.3K.
  • Invesco Senior Income Trust made up ﹤0.01% of Principal Financial Group's portfolio in Q3 2026, its #2171 holding.
  • Principal Financial Group first reported a position in Invesco Senior Income Trust in Q3 2025 and has held it in 5 quarters since.
  • 105 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q3 2026.

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