Principal Financial Group
XRX icon

Principal Financial Group’s Xerox XRX Stock Holding History

Principal Financial Group’s Portfolio XRX Stock Details XRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-580,020
Closed -$3.06M – 2351
2025
Q2 		$3.06M Buy
580,020
+3,669
+0.6% +$17.9K ﹤0.01% 1720
2025
Q1 		$2.78M Buy
576,351
+15,385
+3% +$115K ﹤0.01% 1707
2024
Q4 		$4.73M Buy
560,966
+15,899
+3% +$147K ﹤0.01% 1607
2024
Q3 		$5.66M Sell
545,067
-18,767
-3% -$201K ﹤0.01% 1523
2024
Q2 		$6.55M Sell
563,834
-23,727
-4% -$344K ﹤0.01% 1460
2024
Q1 		$10.5M Sell
587,561
-69,950
-11% -$1.23M 0.01% 1279
2023
Q4 		$12.1M Sell
657,511
-1,710
-0.3% -$25.3K 0.01% 1191
2023
Q3 		$10.3M Buy
659,221
+200,124
+44% +$3.16M 0.01% 1208
2023
Q2 		$6.84M Sell
459,097
-21,353
-4% -$313K ﹤0.01% 1422
2023
Q1 		$7.4M Buy
480,450
+1,262
+0.3% +$20.4K 0.01% 1395
2022
Q4 		$7M Sell
479,188
-29,226
-6% -$441K 0.01% 1414
2022
Q3 		$6.65M Sell
508,414
-153,295
-23% -$2.48M 0.01% 1382
2022
Q2 		$9.83M Sell
661,709
-34,175
-5% -$606K 0.01% 1267
2022
Q1 		$14M Sell
695,884
-178,454
-20% -$3.75M 0.01% 1170
2021
Q4 		$19.8M Sell
874,338
-49,970
-5% -$1.02M 0.01% 959
2021
Q3 		$18.6M Sell
924,308
-77,437
-8% -$1.76M 0.01% 1010
2021
Q2 		$23.5M Buy
1,001,745
+159,833
+19% +$3.86M 0.02% 846
2021
Q1 		$20.4M Buy
841,912
+277,945
+49% +$6.64M 0.01% 898
2020
Q4 		$13.1M Buy
563,967
+206,647
+58% +$4.37M 0.01% 1067
2020
Q3 		$6.71M Sell
357,320
-41,465
-10% -$726K 0.01% 1316
2020
Q2 		$6.1M Buy
398,785
+42,912
+12% +$740K 0.01% 1350
2020
Q1 		$6.74M Sell
355,873
-12,664
-3% -$402K 0.01% 1126
2019
Q4 		$13.6M Buy
368,537
+41,050
+13% +$1.44M 0.01% 1073
2019
Q3 		$9.79M Sell
327,487
-4,583
-1% -$144K 0.01% 1211
2019
Q2 		$11.8M Sell
332,070
-184,009
-36% -$6.14M 0.01% 1125
2019
Q1 		$16.5M Sell
516,079
-29,764
-5% -$839K 0.02% 916
2018
Q4 		$10.8M Sell
545,843
-16,048
-3% -$412K 0.01% 1129
2018
Q3 		$15.2M Sell
561,891
-69,043
-11% -$1.83M 0.01% 1057
2018
Q2 		$15.1M Sell
630,934
-219,668
-26% -$6.21M 0.01% 1020
2018
Q1 		$24.5M Sell
850,602
-512,727
-38% -$15.8M 0.02% 673
2017
Q4 		$39.7M Sell
1,363,329
-967,736
-42% -$29.4M 0.04% 478
2017
Q3 		$77.6M Buy
2,331,065
+148,093
+7% +$4.66M 0.08% 315
2017
Q2 		$62.7M Buy
2,182,972
+1,844,296
+545% +$52.1M 0.06% 360
2017
Q1 		$9.94M Sell
338,676
-167,489
-33% -$4.83M 0.01% 1197
2016
Q4 		$11.6M Sell
506,165
-17,613
-3% -$439K 0.01% 1077
2016
Q3 		$14M Sell
523,778
-12,971
-2% -$335K 0.02% 891
2016
Q2 		$13.4M Sell
536,749
-21,113
-4% -$555K 0.02% 851
2016
Q1 		$16.4M Buy
557,862
+34,554
+7% +$891K 0.02% 686
2015
Q4 		$14.7M Sell
523,308
-15,656
-3% -$421K 0.02% 718
2015
Q3 		$13.8M Sell
538,964
-89,303
-14% -$2.48M 0.02% 731
2015
Q2 		$17.6M Sell
628,267
-1,226,933
-66% -$37.9M 0.03% 643
2015
Q1 		$62.8M Sell
1,855,200
-730,616
-28% -$25.8M 0.09% 247
2014
Q4 		$94.4M Buy
2,585,816
+669,524
+35% +$23.6M 0.15% 186
2014
Q3 		$66.8M Buy
1,916,292
+1,388,228
+263% +$48.4M 0.11% 226
2014
Q2 		$17.3M Sell
528,064
-96,201
-15% -$3.06M 0.03% 597
2014
Q1 		$18.6M Sell
624,265
-12,042
-2% -$353K 0.03% 539
2013
Q4 		$20.4M Sell
636,307
-92,935
-13% -$2.68M 0.04% 489
2013
Q3 		$19.8M Buy
729,242
+77,121
+12% +$2.03M 0.04% 457
2013
Q2 		$15.6M Buy
+652,121
New +$15.2M 0.03% 531

Other funds holding XRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group's XRX Position: Q3 2025 in Review

Principal Financial Group sold out of Xerox (XRX) in Q3 2025, closing a stake of 580,020 shares — an estimated $3.06M sold.

Principal Financial Group first reported a position in XRX in Q2 2013 and held it in 49 quarters. The position peaked at $94.4M in Q4 2014. 277 funds tracked by Wall St. Rank hold XRX as of Q3 2025.

  • Principal Financial Group reported no remaining Xerox position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 580,020 Xerox shares in Q3 2025, an estimated $3.06M.
  • Principal Financial Group first reported a position in Xerox in Q2 2013 and held it in 49 quarters.
  • Principal Financial Group's Xerox position peaked at $94.4M in Q4 2014.
  • 277 funds tracked by Wall St. Rank held Xerox as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.