PS
CBRE icon

Principal Securities’s CBRE Group CBRE Stock Holding History

Principal Securities’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.92M Buy
14,229
+241
+2% +$33.2K 0.02% 567
2026
Q1 		$1.89M Sell
13,988
-896
-6% -$136K 0.03% 515
2025
Q4 		$2.39M Buy
14,884
+2,033
+16% +$320K 0.04% 420
2025
Q3 		$2.02M Buy
12,851
+1,677
+15% +$259K 0.03% 462
2025
Q2 		$1.57M Sell
11,174
-2,202
-16% -$278K 0.03% 485
2025
Q1 		$1.76M Buy
13,376
+68
+0.5% +$9.24K 0.04% 400
2024
Q4 		$1.75M Buy
13,308
+2,937
+28% +$385K 0.04% 399
2024
Q3 		$1.29M Buy
10,371
+482
+5% +$52.6K 0.03% 462
2024
Q2 		$881K Buy
9,889
+68
+0.7% +$6.03K 0.02% 507
2024
Q1 		$955K Buy
9,821
+751
+8% +$67.4K 0.03% 468
2023
Q4 		$844K Buy
+9,070
New +$705K 0.03% 461

Other funds holding CBRE

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Securities's CBRE Position: Q2 2026 in Review

Principal Securities increased its CBRE Group (CBRE) stake by 1.7% in Q2 2026, buying an estimated $33.2K and bringing the position to 14,229 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #567.

Principal Securities first reported a position in CBRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.39M in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Principal Securities held 14,229 shares of CBRE Group worth $1.92M as of Q2 2026.
  • Principal Securities bought 241 CBRE Group shares in Q2 2026, an estimated $33.2K.
  • CBRE Group made up 0.02% of Principal Securities's portfolio in Q2 2026, its #567 holding.
  • Principal Securities first reported a position in CBRE Group in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's CBRE Group position peaked at $2.39M in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

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