Principal Financial Group
ZM icon

Principal Financial Group’s Zoom ZM Stock Holding History

Principal Financial Group’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.95M Sell
34,135
-29,601
-46% -$2.8M ﹤0.01% 1788
2026
Q1 		$5.12M Buy
63,736
+50,574
+384% +$4.24M ﹤0.01% 1621
2025
Q4 		$1.14M Buy
13,162
+3,489
+36% +$294K ﹤0.01% 1936
2025
Q3 		$798K Sell
9,673
-1,312
-12% -$102K ﹤0.01% 1966
2025
Q2 		$857K Sell
10,985
-164,933
-94% -$12.8M ﹤0.01% 1911
2025
Q1 		$13M Buy
175,918
+27,430
+18% +$2.19M 0.01% 1115
2024
Q4 		$12.1M Buy
148,488
+131,383
+768% +$10.3M 0.01% 1181
2024
Q3 		$1.19M Sell
17,105
-1,442
-8% -$90.1K ﹤0.01% 1830
2024
Q2 		$1.1M Sell
18,547
-3,238
-15% -$199K ﹤0.01% 1846
2024
Q1 		$1.42M Buy
21,785
+5,742
+36% +$383K ﹤0.01% 1822
2023
Q4 		$1.15M Sell
16,043
-3,665
-19% -$242K ﹤0.01% 1823
2023
Q3 		$1.38M Buy
19,708
+1,291
+7% +$89.6K ﹤0.01% 1804
2023
Q2 		$1.25M Sell
18,417
-7,930
-30% -$530K ﹤0.01% 1817
2023
Q1 		$1.95M Sell
26,347
-1,765
-6% -$127K ﹤0.01% 1769
2022
Q4 		$1.9M Sell
28,112
-431
-2% -$32.7K ﹤0.01% 1768
2022
Q3 		$2.1M Sell
28,543
-7,088
-20% -$675K ﹤0.01% 1706
2022
Q2 		$3.85M Buy
35,631
+15,519
+77% +$1.64M ﹤0.01% 1638
2022
Q1 		$2.36M Sell
20,112
-947
-4% -$129K ﹤0.01% 1841
2021
Q4 		$3.87M Sell
21,059
-539
-2% -$127K ﹤0.01% 1750
2021
Q3 		$5.65M Sell
21,598
-1,120
-5% -$378K ﹤0.01% 1641
2021
Q2 		$8.79M Buy
22,718
+7,301
+47% +$2.43M 0.01% 1487
2021
Q1 		$4.95M Buy
15,417
+2,474
+19% +$911K ﹤0.01% 1669
2020
Q4 		$4.37M Buy
12,943
+173
+1% +$77.1K ﹤0.01% 1612
2020
Q3 		$6M Sell
12,770
-4,885
-28% -$1.56M 0.01% 1372
2020
Q2 		$4.48M Buy
+17,655
New +$3.18M ﹤0.01% 1470

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Principal Financial Group reduced its Zoom (ZM) stake by 46% in Q2 2026, selling an estimated $2.8M and leaving 34,135 shares worth $2.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Principal Financial Group first reported a position in ZM in Q2 2020 and has held it in 25 quarters since. The position peaked at $13M in Q1 2025. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Principal Financial Group held 34,135 shares of Zoom worth $2.95M as of Q2 2026.
  • Principal Financial Group sold 29,601 Zoom shares in Q2 2026, an estimated $2.8M.
  • Zoom made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1788 holding.
  • Principal Financial Group first reported a position in Zoom in Q2 2020 and has held it in 25 quarters since.
  • Principal Financial Group's Zoom position peaked at $13M in Q1 2025.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

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