Principal Financial Group
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Principal Financial Group’s Willis Towers Watson WTW Stock Holding History

Principal Financial Group’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33M Buy
113,522
+1,523
+1% +$467K 0.02% 645
2025
Q4 		$36.8M Sell
111,999
-2,344
-2% -$767K 0.02% 576
2025
Q3 		$39.5M Sell
114,343
-4,840
-4% -$1.57M 0.02% 547
2025
Q2 		$36.5M Sell
119,183
-7,340
-6% -$2.28M 0.02% 564
2025
Q1 		$42.8M Buy
126,523
+4,430
+4% +$1.44M 0.02% 492
2024
Q4 		$38.2M Sell
122,093
-6,180
-5% -$1.9M 0.02% 548
2024
Q3 		$37.8M Buy
128,273
+8,228
+7% +$2.3M 0.02% 558
2024
Q2 		$31.5M Sell
120,045
-5,648
-4% -$1.46M 0.02% 624
2024
Q1 		$34.6M Buy
125,693
+2,908
+2% +$765K 0.02% 617
2023
Q4 		$29.6M Sell
122,785
-3,982
-3% -$921K 0.02% 642
2023
Q3 		$26.5M Sell
126,767
-4,751
-4% -$1.01M 0.02% 653
2023
Q2 		$31M Sell
131,518
-4,381
-3% -$1.01M 0.02% 606
2023
Q1 		$31.6M Buy
135,899
+952
+0.7% +$230K 0.02% 605
2022
Q4 		$33M Sell
134,947
-6,849
-5% -$1.56M 0.02% 549
2022
Q3 		$28.5M Buy
141,796
+1,265
+0.9% +$261K 0.02% 566
2022
Q2 		$27.7M Sell
140,531
-10,760
-7% -$2.31M 0.02% 626
2022
Q1 		$35.7M Sell
151,291
-334
-0.2% -$76.5K 0.02% 579
2021
Q4 		$36M Sell
151,625
-10,469
-6% -$2.48M 0.02% 591
2021
Q3 		$37.7M Buy
162,094
+2,094
+1% +$466K 0.02% 543
2021
Q2 		$36.8M Buy
160,000
+3,633
+2% +$903K 0.02% 574
2021
Q1 		$35.8M Sell
156,367
-14,258
-8% -$3.11M 0.03% 558
2020
Q4 		$35.9M Sell
170,625
-10,675
-6% -$2.2M 0.03% 493
2020
Q3 		$37.9M Sell
181,300
-10,481
-5% -$2.14M 0.03% 419
2020
Q2 		$37.8M Buy
191,781
+8,102
+4% +$1.55M 0.03% 414
2020
Q1 		$31.2M Buy
183,679
+1,396
+0.8% +$274K 0.03% 413
2019
Q4 		$36.8M Sell
182,283
-6,718
-4% -$1.29M 0.03% 488
2019
Q3 		$36.5M Sell
189,001
-85
-0% -$16.6K 0.03% 476
2019
Q2 		$36.2M Sell
189,086
-191
-0.1% -$34.6K 0.03% 473
2019
Q1 		$33.2M Sell
189,277
-2,423
-1% -$402K 0.03% 505
2018
Q4 		$29.1M Sell
191,700
-3,713
-2% -$556K 0.03% 522
2018
Q3 		$27.5M Buy
195,413
+557
+0.3% +$84.2K 0.02% 654
2018
Q2 		$29.5M Sell
194,856
-1,744
-0.9% -$265K 0.03% 582
2018
Q1 		$29.9M Sell
196,600
-1,658
-0.8% -$260K 0.03% 572
2017
Q4 		$29.9M Buy
198,258
+37
+0% +$5.84K 0.03% 598
2017
Q3 		$30.6M Sell
198,221
-727,700
-79% -$109M 0.03% 566
2017
Q2 		$135M Sell
925,921
-231,156
-20% -$32.3M 0.14% 197
2017
Q1 		$151M Sell
1,157,077
-223,195
-16% -$28.4M 0.18% 135
2016
Q4 		$169M Sell
1,380,272
-10,113
-0.7% -$1.26M 0.21% 112
2016
Q3 		$185M Buy
1,390,385
+45,533
+3% +$5.67M 0.24% 104
2016
Q2 		$167M Buy
1,344,852
+29,665
+2% +$3.66M 0.23% 108
2016
Q1 		$156M Buy
1,315,187
+254,122
+24% +$29.3M 0.23% 113
2015
Q4 		$137M Buy
1,061,065
+38,501
+4% +$4.56M 0.2% 132
2015
Q3 		$111M Buy
1,022,564
+63,706
+7% +$7.56M 0.17% 155
2015
Q2 		$119M Buy
958,858
+34,791
+4% +$4.43M 0.18% 157
2015
Q1 		$118M Buy
924,067
+30,174
+3% +$3.7M 0.18% 167
2014
Q4 		$106M Buy
893,893
+79,957
+10% +$8.94M 0.16% 173
2014
Q3 		$89.3M Buy
813,936
+42,674
+6% +$4.74M 0.15% 181
2014
Q2 		$88.5M Buy
771,262
+139,025
+22% +$15.6M 0.15% 184
2014
Q1 		$73.9M Buy
632,237
+28,909
+5% +$3.29M 0.13% 207
2013
Q4 		$71.6M Buy
603,328
+59,940
+11% +$7.08M 0.13% 204
2013
Q3 		$62.4M Buy
543,388
+518,095
+2,048% +$58.5M 0.13% 207
2013
Q2 		$2.73M Buy
+25,293
New +$2.68M 0.01% 1499

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Principal Financial Group increased its Willis Towers Watson (WTW) stake by 1.4% in Q1 2026, buying an estimated $467K and bringing the position to 113,522 shares worth $33M. The position accounts for 0.02% of the portfolio, ranked #645.

Principal Financial Group first reported a position in WTW in Q2 2013 and has held it in 52 quarters since. The position peaked at $185M in Q3 2016. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Principal Financial Group held 113,522 shares of Willis Towers Watson worth $33M as of Q1 2026.
  • Principal Financial Group bought 1,523 Willis Towers Watson shares in Q1 2026, an estimated $467K.
  • Willis Towers Watson made up 0.02% of Principal Financial Group's portfolio in Q1 2026, its #645 holding.
  • Principal Financial Group first reported a position in Willis Towers Watson in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's Willis Towers Watson position peaked at $185M in Q3 2016.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

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