Principal Financial Group
XP icon

Principal Financial Group’s XP XP Stock Holding History

Principal Financial Group’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,811
Closed -$225K – 2271
2026
Q1 		$225K Buy
11,811
+395
+3% +$7.63K ﹤0.01% 2095
2025
Q4 		$187K Sell
11,416
-3,477
-23% -$61.2K ﹤0.01% 2132
2025
Q3 		$280K Sell
14,893
-2,721
-15% -$48.8K ﹤0.01% 2131
2025
Q2 		$356K Sell
17,614
-3,846
-18% -$66.5K ﹤0.01% 2042
2025
Q1 		$295K Sell
21,460
-948
-4% -$13.1K ﹤0.01% 1994
2024
Q4 		$266K Sell
22,408
-4,733
-17% -$74.5K ﹤0.01% 2061
2024
Q3 		$487K Sell
27,141
-3,221
-11% -$58.7K ﹤0.01% 1962
2024
Q2 		$534K Buy
30,362
+2,505
+9% +$51.8K ﹤0.01% 1937
2024
Q1 		$715K Buy
27,857
+5,837
+27% +$146K ﹤0.01% 1918
2023
Q4 		$574K Sell
22,020
-10,689
-33% -$244K ﹤0.01% 1936
2023
Q3 		$754K Buy
32,709
+1,659
+5% +$41.6K ﹤0.01% 1879
2023
Q2 		$728K Buy
+31,050
New +$527K ﹤0.01% 1883
2022
Q1 		– Sell
-15,729
Closed -$452K – 2606
2021
Q4 		$452K Buy
+15,729
New +$512K ﹤0.01% 2148

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Principal Financial Group sold out of XP (XP) in Q2 2026, closing a stake of 11,811 shares — an estimated $225K sold.

Principal Financial Group first reported a position in XP in Q4 2021 and held it in 13 quarters. The position peaked at $754K in Q3 2023. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Principal Financial Group reported no remaining XP position as of Q2 2026 after selling out during the quarter.
  • Principal Financial Group sold 11,811 XP shares in Q2 2026, an estimated $225K.
  • Principal Financial Group first reported a position in XP in Q4 2021 and held it in 13 quarters.
  • Principal Financial Group's XP position peaked at $754K in Q3 2023.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

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