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Principal Securities’s EXL Service EXLS Stock Holding History

Principal Securities’s Portfolio EXLS Stock Details EXLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,455
Closed -$64.1K – 2036
2025
Q3 		$64.1K Buy
1,455
+543
+60% +$23.5K ﹤0.01% 1832
2025
Q2 		$39.9K Buy
912
+401
+78% +$18.3K ﹤0.01% 1986
2025
Q1 		$22.7K Hold
511
– – ﹤0.01% 2131
2024
Q4 		$22.7K Buy
511
+19
+4% +$822 ﹤0.01% 2127
2024
Q3 		$18.8K Sell
492
-134
-21% -$4.68K ﹤0.01% 2149
2024
Q2 		$19.6K Buy
626
+8
+1% +$240 ﹤0.01% 2072
2024
Q1 		$19.7K Sell
618
-484
-44% -$15.1K ﹤0.01% 2011
2023
Q4 		$34K Buy
+1,102
New +$31.2K ﹤0.01% 1654

Other funds holding EXLS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return