Principal Financial Group
WS icon

Principal Financial Group’s Worthington Steel WS Stock Holding History

Principal Financial Group’s Portfolio WS Stock Details WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.86M Buy
204,307
+2,882
+1% +$110K ﹤0.01% 1563
2026
Q1 		$6.11M Buy
201,425
+46,358
+30% +$1.8M ﹤0.01% 1564
2025
Q4 		$5.37M Sell
155,067
-2,131
-1% -$70.1K ﹤0.01% 1590
2025
Q3 		$4.78M Sell
157,198
-16,252
-9% -$519K ﹤0.01% 1604
2025
Q2 		$5.17M Sell
173,450
-798
-0.5% -$20.5K ﹤0.01% 1564
2025
Q1 		$4.41M Buy
174,248
+4,481
+3% +$126K ﹤0.01% 1600
2024
Q4 		$5.4M Buy
169,767
+6,010
+4% +$234K ﹤0.01% 1572
2024
Q3 		$5.57M Buy
163,757
+11,976
+8% +$411K ﹤0.01% 1534
2024
Q2 		$5.06M Sell
151,781
-6,426
-4% -$210K ﹤0.01% 1550
2024
Q1 		$5.67M Sell
158,207
-632
-0.4% -$19.2K ﹤0.01% 1525
2023
Q4 		$4.46M Buy
+158,839
New +$4.35M ﹤0.01% 1597

Other funds holding WS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Principal Financial Group increased its Worthington Steel (WS) stake by 1.4% in Q2 2026, buying an estimated $110K and bringing the position to 204,307 shares worth $6.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Principal Financial Group first reported a position in WS in Q4 2023 and has held it in 11 quarters since. 236 funds tracked by Wall St. Rank hold WS as of Q2 2026.

  • Principal Financial Group held 204,307 shares of Worthington Steel worth $6.86M as of Q2 2026.
  • Principal Financial Group bought 2,882 Worthington Steel shares in Q2 2026, an estimated $110K.
  • Worthington Steel made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1563 holding.
  • Principal Financial Group first reported a position in Worthington Steel in Q4 2023 and has held it in 11 quarters since.
  • 236 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

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