Principal Financial Group
XPOF icon

Principal Financial Group’s Xponential Fitness XPOF Stock Holding History

Principal Financial Group’s Portfolio XPOF Stock Details XPOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-19,021
Closed -$297K – 2417
2024
Q2 		$297K Buy
19,021
+2,203
+13% +$27.2K ﹤0.01% 2061
2024
Q1 		$278K Buy
+16,818
New +$207K ﹤0.01% 2102
2023
Q2 		– Sell
-166,546
Closed -$5.06M – 2500
2023
Q1 		$5.06M Buy
166,546
+129,020
+344% +$3.41M ﹤0.01% 1524
2022
Q4 		$860K Buy
+37,526
New +$774K ﹤0.01% 1882

Other funds holding XPOF

NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Principal Financial Group's XPOF Position: Q3 2024 in Review

Principal Financial Group sold out of Xponential Fitness (XPOF) in Q3 2024, closing a stake of 19,021 shares — an estimated $297K sold.

Principal Financial Group first reported a position in XPOF in Q4 2022 and held it in 4 quarters. The position peaked at $5.06M in Q1 2023. 113 funds tracked by Wall St. Rank hold XPOF as of Q3 2024.

  • Principal Financial Group reported no remaining Xponential Fitness position as of Q3 2024 after selling out during the quarter.
  • Principal Financial Group sold 19,021 Xponential Fitness shares in Q3 2024, an estimated $297K.
  • Principal Financial Group first reported a position in Xponential Fitness in Q4 2022 and held it in 4 quarters.
  • Principal Financial Group's Xponential Fitness position peaked at $5.06M in Q1 2023.
  • 113 funds tracked by Wall St. Rank held Xponential Fitness as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.