Principal Financial Group
XPER icon

Principal Financial Group’s Xperi XPER Stock Holding History

Principal Financial Group’s Portfolio XPER Stock Details XPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-225,688
Closed -$2.72M – 2473
2024
Q1 		$2.72M Sell
225,688
-773
-0.3% -$8.5K ﹤0.01% 1730
2023
Q4 		$2.5M Sell
226,461
-7,045
-3% -$67.9K ﹤0.01% 1742
2023
Q3 		$2.3M Sell
233,506
-8,299
-3% -$98.1K ﹤0.01% 1739
2023
Q2 		$3.18M Sell
241,805
-12,177
-5% -$132K ﹤0.01% 1675
2023
Q1 		$2.78M Sell
253,982
-668
-0.3% -$6.96K ﹤0.01% 1702
2022
Q4 		$2.19M Buy
+254,650
New +$2.91M ﹤0.01% 1745

Other funds holding XPER

RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group's XPER Position: Q2 2024 in Review

Principal Financial Group sold out of Xperi (XPER) in Q2 2024, closing a stake of 225,688 shares — an estimated $2.72M sold.

Principal Financial Group first reported a position in XPER in Q4 2022 and held it in 6 quarters. The position peaked at $3.18M in Q2 2023. 154 funds tracked by Wall St. Rank hold XPER as of Q2 2024.

  • Principal Financial Group reported no remaining Xperi position as of Q2 2024 after selling out during the quarter.
  • Principal Financial Group sold 225,688 Xperi shares in Q2 2024, an estimated $2.72M.
  • Principal Financial Group first reported a position in Xperi in Q4 2022 and held it in 6 quarters.
  • Principal Financial Group's Xperi position peaked at $3.18M in Q2 2023.
  • 154 funds tracked by Wall St. Rank held Xperi as of Q2 2024.

Based on Principal Financial Group's 13F filing for Q2 2024, filed 29 Jul 2024.