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
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 $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $66.5M AUM 10.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

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

Principal Financial Group held its Invesco Senior Income Trust (VVR) position steady in Q1 2026 at 22,495 shares worth $72.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

Principal Financial Group first reported a position in VVR in Q3 2025 and has held it in 3 quarters since. The position peaked at $78.2K in Q3 2025. 136 funds tracked by Wall St. Rank hold VVR as of Q1 2026.

  • Principal Financial Group held 22,495 shares of Invesco Senior Income Trust worth $72.4K as of Q1 2026.
  • Principal Financial Group left its Invesco Senior Income Trust share count unchanged in Q1 2026.
  • Invesco Senior Income Trust made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #2133 holding.
  • Principal Financial Group first reported a position in Invesco Senior Income Trust in Q3 2025 and has held it in 3 quarters since.
  • Principal Financial Group's Invesco Senior Income Trust position peaked at $78.2K in Q3 2025.
  • 136 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q1 2026.

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