Principal Financial Group
ZUO

Principal Financial Group’s Zuora, Inc. ZUO Stock Holding History

Principal Financial Group’s Portfolio ZUO Stock Details ZUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,933
Closed -$118K – 2238
2024
Q4 		$118K Sell
11,933
-918
-7% -$8.91K ﹤0.01% 2139
2024
Q3 		$111K Sell
12,851
-4,711
-27% -$41.8K ﹤0.01% 2144
2024
Q2 		$174K Sell
17,562
-656
-4% -$6.31K ﹤0.01% 2160
2024
Q1 		$166K Buy
18,218
+2,851
+19% +$24.8K ﹤0.01% 2202
2023
Q4 		$144K Buy
15,367
+1,800
+13% +$14.9K ﹤0.01% 2215
2023
Q3 		$112K Sell
13,567
-1,042
-7% -$10.3K ﹤0.01% 2266
2023
Q2 		$160K Buy
14,609
+753
+5% +$7.13K ﹤0.01% 2215
2023
Q1 		$137K Sell
13,856
-868
-6% -$7.27K ﹤0.01% 2244
2022
Q4 		$93.6K Sell
14,724
-2,803
-16% -$19.8K ﹤0.01% 2301
2022
Q3 		$129K Buy
17,527
+10
+0.1% +$86 ﹤0.01% 2283
2022
Q2 		$157K Sell
17,517
-3,059
-15% -$34K ﹤0.01% 2335
2022
Q1 		$308K Sell
20,576
-45,411
-69% -$700K ﹤0.01% 2233
2021
Q4 		$1.23M Sell
65,987
-21,043
-24% -$423K ﹤0.01% 1944
2021
Q3 		$1.44M Buy
87,030
+70,253
+419% +$1.18M ﹤0.01% 1926
2021
Q2 		$289K Sell
16,777
-5,192
-24% -$83K ﹤0.01% 2370
2021
Q1 		$325K Sell
21,969
-3,470
-14% -$51.7K ﹤0.01% 2255
2020
Q4 		$354K Buy
25,439
+10,187
+67% +$116K ﹤0.01% 2201
2020
Q3 		$158K Sell
15,252
-883
-5% -$10.2K ﹤0.01% 2235
2020
Q2 		$206K Buy
+16,135
New +$180K ﹤0.01% 2182

Other funds holding ZUO

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Principal Financial Group's ZUO Position: Q1 2025 in Review

Principal Financial Group sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 11,933 shares — an estimated $118K sold.

Principal Financial Group first reported a position in ZUO in Q2 2020 and held it in 19 quarters. The position peaked at $1.44M in Q3 2021. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Principal Financial Group reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Principal Financial Group sold 11,933 Zuora, Inc. shares in Q1 2025, an estimated $118K.
  • Principal Financial Group first reported a position in Zuora, Inc. in Q2 2020 and held it in 19 quarters.
  • Principal Financial Group's Zuora, Inc. position peaked at $1.44M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Principal Financial Group's 13F filing for Q1 2025, filed 28 Apr 2025.