PRINCIPAL FINANCIAL GROUP INC ROP — ROPER INDUSTRIES, INC. COM

Ownership history in PRINCIPAL FINANCIAL GROUP INC  ·  97 quarters on record

AI Ownership Summary

PRINCIPAL FINANCIAL GROUP INC reported ROPER INDUSTRIES, INC. COM (ROP) in 97 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.9% in 2024 Q2. The latest visible filing shows ROP at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ROP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRINCIPAL FINANCIAL GROUP INC's position in ROPER INDUSTRIES, INC. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ROP was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ROP stock page PRINCIPAL FINANCIAL GROUP INC fund profile PRINCIPAL FINANCIAL GROUP INC full holdings
How PRINCIPAL FINANCIAL GROUP INC held ROP — position size vs. price
% of Fund (quarterly)    ROP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 8.0% -20.3% ✅ 2,348,526 -204,883 -8.0% 0.53% $1.05B 2026-02-14 (Est.) $320.59
2025 Q3 ADDED — — — 2,553,409 +54,221 +2.2% 0.64% $1.27B 2025-11-04 $447.25
2025 Q2 REDUCED — — — 2,499,188 -30,991 -1.2% 0.75% $1.42B 2025-08-08 $531.05
2025 Q1 REDUCED — — — 2,530,179 -61,939 -2.4% 0.84% $1.49B 2025-04-28 $547.71
2024 Q4 REDUCED — — — 2,592,118 -96,515 -3.6% 0.73% $1.35B 2025-01-31 $570.42
2024 Q3 ADDED — — — 2,688,633 +4,724 +0.2% 0.82% $1.50B 2024-10-31 $531.98
2024 Q2 ADDED — — — 2,683,909 +102,199 +4.0% 0.90% $1.51B 2024-07-29 $539.11
2024 Q1 ADDED — — — 2,581,710 +61,756 +2.5% 0.85% $1.45B 2024-04-29 $506.71
2023 Q4 REDUCED — — — 2,519,954 -9,028 -0.4% 0.88% $1.37B 2024-02-07 $540.60
88 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ROP

As of 2026 Q1 — sorted by position size

Manitou Investment Management Ltd. 3Y 7Y 8.55% Triad Investment Management 3Y 7Y 5.17% Haven Capital Group, Inc. 3.84% Guinness Atkinson Asset Management Inc 3Y 7Y 3.21% Rempart Asset Management Inc. 3Y 2.99% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 2.54% VILLERE ST DENIS J & CO LLC 3Y 7Y 2.26% GREENBERG FINANCIAL GROUP 2.11% FLOSSBACH VON STORCH SE 3Y 7Y 2.09% Hikari Power Ltd 3Y 7Y 1.85%

FAQ About PRINCIPAL FINANCIAL GROUP INC and ROP

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRINCIPAL FINANCIAL GROUP INC reported owning ROP?

PRINCIPAL FINANCIAL GROUP INC reported ROP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ROP position in PRINCIPAL FINANCIAL GROUP INC's portfolio?

The largest reported portfolio weight for ROP was 0.90% in 2024 Q2.

What is the latest reported ROP position on this page?

The most recent filing on this page is 2025 Q4, when PRINCIPAL FINANCIAL GROUP INC reported 2,348,526 shares, equal to 0.53% of portfolio, with an estimated market value of $1.05B.

What does the chart on this ROP ownership page compare?

The chart compares PRINCIPAL FINANCIAL GROUP INC's quarterly ROP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PRINCIPAL FINANCIAL GROUP INC time their ROP position?

Based on 13F filing dates vs. subsequent ROP price moves, PRINCIPAL FINANCIAL GROUP INC correctly timed 51 out of 94 reported position changes (54%). The annualised alpha on ROP relative to SPY over the holding period was +2.2%.

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