Principal Financial Group
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Principal Financial Group’s Yum China YUMC Stock Holding History

Principal Financial Group’s Portfolio YUMC Stock Details YUMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.11B Buy
22,606,740
+649,629
+3% +$33.6M 0.59% 34
2025
Q4 		$1.04B Buy
21,957,111
+1,787,450
+9% +$81.9M 0.53% 39
2025
Q3 		$884M Buy
20,169,661
+2,604,480
+15% +$118M 0.45% 44
2025
Q2 		$786M Buy
17,565,181
+3,463,104
+25% +$155M 0.42% 46
2025
Q1 		$734M Buy
14,102,077
+3,704,756
+36% +$178M 0.41% 53
2024
Q4 		$501M Buy
10,397,321
+2,531,518
+32% +$120M 0.27% 75
2024
Q3 		$356M Buy
7,865,803
+2,609,494
+50% +$86.9M 0.19% 112
2024
Q2 		$162M Buy
5,256,309
+836,194
+19% +$30.6M 0.1% 183
2024
Q1 		$176M Buy
4,420,115
+454,204
+11% +$17.9M 0.1% 174
2023
Q4 		$168M Buy
3,965,911
+194,808
+5% +$9.07M 0.11% 172
2023
Q3 		$211M Sell
3,771,103
-145,453
-4% -$8.14M 0.15% 136
2023
Q2 		$221M Buy
3,916,556
+142,781
+4% +$8.61M 0.15% 142
2023
Q1 		$238M Buy
3,773,775
+476,157
+14% +$28.7M 0.17% 136
2022
Q4 		$182M Buy
+3,297,618
New +$168M 0.14% 165
2022
Q2 		– Sell
-41,774
Closed -$1.74M – 2658
2022
Q1 		$1.74M Buy
41,774
+11,484
+38% +$541K ﹤0.01% 1883
2021
Q4 		$1.51M Sell
30,290
-3,517
-10% -$191K ﹤0.01% 1907
2021
Q3 		$1.97M Sell
33,807
-1,205
-3% -$74.1K ﹤0.01% 1871
2021
Q2 		$2.32M Buy
35,012
+6,387
+22% +$407K ﹤0.01% 1870
2021
Q1 		$1.7M Buy
28,625
+3,205
+13% +$192K ﹤0.01% 1888
2020
Q4 		$1.45M Sell
25,420
-5,344
-17% -$300K ﹤0.01% 1863
2020
Q3 		$1.63M Sell
30,764
-917
-3% -$48.5K ﹤0.01% 1774
2020
Q2 		$1.52M Sell
31,681
-7,063
-18% -$333K ﹤0.01% 1747
2020
Q1 		$1.65M Buy
38,744
+2,491
+7% +$111K ﹤0.01% 1642
2019
Q4 		$1.74M Sell
36,253
-243,605
-87% -$10.8M ﹤0.01% 1748
2019
Q3 		$12.7M Sell
279,858
-234,142
-46% -$10.5M 0.01% 1083
2019
Q2 		$23.7M Buy
514,000
+59,811
+13% +$2.6M 0.02% 659
2019
Q1 		$20.4M Buy
454,189
+427,482
+1,601% +$16.8M 0.02% 761
2018
Q4 		$895K Sell
26,707
-6,758
-20% -$232K ﹤0.01% 1830
2018
Q3 		$1.18M Buy
33,465
+1,032
+3% +$36.8K ﹤0.01% 1821
2018
Q2 		$1.25M Sell
32,433
-313,517
-91% -$12.4M ﹤0.01% 1816
2018
Q1 		$14.4M Sell
345,950
-322,896
-48% -$13.9M 0.01% 1014
2017
Q4 		$26.8M Buy
668,846
+616,589
+1,180% +$25.4M 0.02% 636
2017
Q3 		$2.09M Sell
52,257
-27,210
-34% -$1.01M ﹤0.01% 1728
2017
Q2 		$3.13M Buy
79,467
+46,885
+144% +$1.69M ﹤0.01% 1678
2017
Q1 		$886K Sell
32,582
-1,562
-5% -$41.8K ﹤0.01% 1829
2016
Q4 		$892K Buy
+34,144
New +$929K ﹤0.01% 1830

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group's YUMC Position: Q1 2026 in Review

Principal Financial Group increased its Yum China (YUMC) stake by 3% in Q1 2026, buying an estimated $33.6M and bringing the position to 22,606,740 shares worth $1.11B. The position accounts for 0.59% of the portfolio, ranked #34.

Principal Financial Group first reported a position in YUMC in Q4 2016 and has held it in 36 quarters since. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Principal Financial Group held 22,606,740 shares of Yum China worth $1.11B as of Q1 2026.
  • Principal Financial Group bought 649,629 Yum China shares in Q1 2026, an estimated $33.6M.
  • Yum China made up 0.59% of Principal Financial Group's portfolio in Q1 2026, its #34 holding.
  • Principal Financial Group first reported a position in Yum China in Q4 2016 and has held it in 36 quarters since.
  • 700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.