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Principal Securities’s MSCI MSCI Stock Holding History

Principal Securities’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$637K Sell
1,181
-1,082
-48% -$610K 0.01% 883
2025
Q4 		$1.3M Buy
2,263
+105
+5% +$58.9K 0.02% 624
2025
Q3 		$1.22M Buy
2,158
+221
+11% +$125K 0.02% 606
2025
Q2 		$1.12M Sell
1,937
-41
-2% -$22.7K 0.02% 581
2025
Q1 		$1.19M Hold
1,978
– – 0.03% 494
2024
Q4 		$1.19M Buy
1,978
+124
+7% +$74.4K 0.03% 491
2024
Q3 		$1.08M Buy
1,854
+103
+6% +$55.8K 0.03% 503
2024
Q2 		$843K Buy
1,751
+900
+106% +$447K 0.02% 526
2024
Q1 		$477K Buy
851
+7
+0.8% +$3.94K 0.01% 686
2023
Q4 		$478K Buy
+844
New +$436K 0.02% 618

Other funds holding MSCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Principal Securities's MSCI Position: Q1 2026 in Review

Principal Securities reduced its MSCI (MSCI) stake by 48% in Q1 2026, selling an estimated $610K and leaving 1,181 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #883.

Principal Securities first reported a position in MSCI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.3M in Q4 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Principal Securities held 1,181 shares of MSCI worth $637K as of Q1 2026.
  • Principal Securities sold 1,082 MSCI shares in Q1 2026, an estimated $610K.
  • MSCI made up 0.01% of Principal Securities's portfolio in Q1 2026, its #883 holding.
  • Principal Securities first reported a position in MSCI in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's MSCI position peaked at $1.3M in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.