PRINCIPAL FINANCIAL GROUP INC V — VISA INC COM CL A

Ownership history in PRINCIPAL FINANCIAL GROUP INC  ·  71 quarters on record

AI Ownership Summary

PRINCIPAL FINANCIAL GROUP INC reported VISA INC COM CL A (V) in 71 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.03% in 2025 Q1. The latest visible filing shows V at 0.83% 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 V 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 VISA INC COM CL A, 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

V was reported at 0.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2025 Q1

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.

V stock page PRINCIPAL FINANCIAL GROUP INC fund profile PRINCIPAL FINANCIAL GROUP INC full holdings
How PRINCIPAL FINANCIAL GROUP INC held V — position size vs. price
% of Fund (quarterly)    V 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 6.3% -13.6% ✅ 4,634,362 -311,488 -6.3% 0.83% $1.63B 2026-02-14 (Est.) $314.08
2025 Q3 REDUCED — — — 4,945,850 -12,818 -0.3% 0.85% $1.69B 2025-11-04 $338.93
2025 Q2 REDUCED 5.5% -4.0% ✅ 4,958,668 -290,419 -5.5% 0.93% $1.76B 2025-08-08 $334.83
2025 Q1 REDUCED — — — 5,249,087 -225,623 -4.1% 1.03% $1.84B 2025-04-28 $335.00
2024 Q4 REDUCED — — — 5,474,710 -258,574 -4.5% 0.94% $1.73B 2025-01-31 $338.69
2024 Q3 ADDED — — — 5,733,284 +411,210 +7.7% 0.87% $1.58B 2024-10-31 $286.67
2024 Q2 ADDED — — — 5,322,074 +53,731 +1.0% 0.83% $1.40B 2024-07-29 $258.21
2024 Q1 REDUCED — — — 5,268,343 -123,064 -2.3% 0.86% $1.47B 2024-04-29 $267.82
2023 Q4 REDUCED — — — 5,391,407 -104,338 -1.9% 0.89% $1.40B 2024-02-07 $274.75
62 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding V

As of 2026 Q1 — sorted by position size

Hingham Institution for Savings 17.4% Luma Capital S.A. - SPF 9.89% Crown Oak Advisors, LLC 9.83% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 9.25% WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3Y 7Y 8.96% HENDLEY & CO INC 3Y 7Y 7.66% Clio Asset Management LLC 7.49% PROVIDENT TRUST CO 3Y 7Y 7.46% XXEC, Inc. 3Y 7.29% CORTLAND ASSOCIATES INC/MO 3Y 7Y 7.12%

FAQ About PRINCIPAL FINANCIAL GROUP INC and V

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 V?

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

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

The largest reported portfolio weight for V was 1.03% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2025 Q4, when PRINCIPAL FINANCIAL GROUP INC reported 4,634,362 shares, equal to 0.83% of portfolio, with an estimated market value of $1.63B.

What does the chart on this V ownership page compare?

The chart compares PRINCIPAL FINANCIAL GROUP INC's quarterly V 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 V position?

Based on 13F filing dates vs. subsequent V price moves, PRINCIPAL FINANCIAL GROUP INC correctly timed 48 out of 70 reported position changes (69%). The annualised alpha on V relative to SPY over the holding period was +5.7%.

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