Principal Financial Group
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Principal Financial Group’s Warner Music WMG Stock Holding History

Principal Financial Group’s Portfolio WMG Stock Details WMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.8M Buy
1,065,377
+113,061
+12% +$3.36M 0.01% 777
2026
Q1 		$24.3M Buy
952,316
+642,590
+207% +$18.2M 0.01% 807
2025
Q4 		$9.5M Sell
309,726
-8,912
-3% -$272K ﹤0.01% 1341
2025
Q3 		$10.9M Sell
318,638
-6,050
-2% -$193K 0.01% 1244
2025
Q2 		$8.84M Sell
324,688
-1,761
-0.5% -$49.1K ﹤0.01% 1325
2025
Q1 		$10.2M Buy
326,449
+9,103
+3% +$296K 0.01% 1247
2024
Q4 		$9.84M Sell
317,346
-1,403
-0.4% -$44.9K 0.01% 1303
2024
Q3 		$9.98M Sell
318,749
-142,245
-31% -$4.21M 0.01% 1278
2024
Q2 		$14.1M Buy
+460,994
New +$14.8M 0.01% 1079
2023
Q4 		– Sell
-16,638
Closed -$522K – 2461
2023
Q3 		$522K Buy
16,638
+1,109
+7% +$34.7K ﹤0.01% 1938
2023
Q2 		$405K Hold
15,529
– – ﹤0.01% 1998
2023
Q1 		$518K Buy
15,529
+1,109
+8% +$37.3K ﹤0.01% 1959
2022
Q4 		$505K Buy
14,420
+911
+7% +$26.6K ﹤0.01% 1970
2022
Q3 		$314K Buy
13,509
+126
+0.9% +$3.47K ﹤0.01% 2069
2022
Q2 		$326K Sell
13,383
-32,052
-71% -$957K ﹤0.01% 2158
2022
Q1 		$1.72M Sell
45,435
-19,610
-30% -$743K ﹤0.01% 1888
2021
Q4 		$2.81M Buy
+65,045
New +$2.92M ﹤0.01% 1808

Other funds holding WMG

IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Principal Financial Group increased its Warner Music (WMG) stake by 12% in Q2 2026, buying an estimated $3.36M and bringing the position to 1,065,377 shares worth $28.8M. The position accounts for 0.01% of the portfolio, ranked #777.

Principal Financial Group first reported a position in WMG in Q4 2021 and has held it in 17 quarters since. 336 funds tracked by Wall St. Rank hold WMG as of Q2 2026.

  • Principal Financial Group held 1,065,377 shares of Warner Music worth $28.8M as of Q2 2026.
  • Principal Financial Group bought 113,061 Warner Music shares in Q2 2026, an estimated $3.36M.
  • Warner Music made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #777 holding.
  • Principal Financial Group first reported a position in Warner Music in Q4 2021 and has held it in 17 quarters since.
  • 336 funds tracked by Wall St. Rank held Warner Music as of Q2 2026.

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