Principal Financial Group
XM

Principal Financial Group’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Principal Financial Group’s Portfolio XM Stock Details XM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-213,634
Closed -$2.67M – 2597
2022
Q2 		$2.67M Sell
213,634
-1,007,346
-83% -$17.9M ﹤0.01% 1741
2022
Q1 		$34.9M Sell
1,220,980
-130,411
-10% -$3.77M 0.02% 593
2021
Q4 		$48.1M Buy
1,351,391
+135,429
+11% +$5.26M 0.03% 475
2021
Q3 		$52M Buy
1,215,962
+845,015
+228% +$35.7M 0.03% 417
2021
Q2 		$14.2M Buy
370,947
+2,197
+0.6% +$77.1K 0.01% 1226
2021
Q1 		$12.1M Buy
+368,750
New +$15M 0.01% 1288

Other funds holding XM

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Principal Financial Group's XM Position: Q3 2022 in Review

Principal Financial Group sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q3 2022, closing a stake of 213,634 shares — an estimated $2.67M sold.

Principal Financial Group first reported a position in XM in Q1 2021 and held it in 6 quarters. The position peaked at $52M in Q3 2021. 167 funds tracked by Wall St. Rank hold XM as of Q3 2022.

  • Principal Financial Group reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q3 2022 after selling out during the quarter.
  • Principal Financial Group sold 213,634 Qualtrics International Inc. Class A Common Stock shares in Q3 2022, an estimated $2.67M.
  • Principal Financial Group first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 6 quarters.
  • Principal Financial Group's Qualtrics International Inc. Class A Common Stock position peaked at $52M in Q3 2021.
  • 167 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q3 2022.

Based on Principal Financial Group's 13F filing for Q3 2022, filed 9 Nov 2022.