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
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 $1.89T AUM 35.08% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Principal Financial Group held its Invesco Senior Income Trust (VVR) position steady in Q2 2026 at 22,495 shares worth $67.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2124.

Principal Financial Group first reported a position in VVR in Q3 2025 and has held it in 4 quarters since. The position peaked at $78.2K in Q3 2025. 139 funds tracked by Wall St. Rank hold VVR as of Q2 2026.

  • Principal Financial Group held 22,495 shares of Invesco Senior Income Trust worth $67.5K as of Q2 2026.
  • Principal Financial Group left its Invesco Senior Income Trust share count unchanged in Q2 2026.
  • Invesco Senior Income Trust made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #2124 holding.
  • Principal Financial Group first reported a position in Invesco Senior Income Trust in Q3 2025 and has held it in 4 quarters since.
  • Principal Financial Group's Invesco Senior Income Trust position peaked at $78.2K in Q3 2025.
  • 139 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q2 2026.

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