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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
Q2 		$587K Sell
1,048
-133
-11% -$77.6K 0.01% 1008
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Principal Securities's MSCI Position: Q2 2026 in Review

Principal Securities reduced its MSCI (MSCI) stake by 11% in Q2 2026, selling an estimated $77.6K and leaving 1,048 shares worth $587K. The position accounts for 0.01% of the portfolio, ranked #1008.

Principal Securities first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.3M in Q4 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Principal Securities held 1,048 shares of MSCI worth $587K as of Q2 2026.
  • Principal Securities sold 133 MSCI shares in Q2 2026, an estimated $77.6K.
  • MSCI made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1008 holding.
  • Principal Securities first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's MSCI position peaked at $1.3M in Q4 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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