Healthequity shares owned by Principal Financial Group
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Principal Financial Group
from 13F filings
Historical chart of Principal Financial Group investment in Healthequity
Tip: Access up to 7 years of quarterly data
All positions including Healthequity held by Principal Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Healthequity by Principal Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 254k | 94.77 |
| 2025-06-30 | $26M | 249k | 104.76 |
| 2025-03-31 | $24M | 267k | 88.37 |
| 2024-12-31 | $25M | 263k | 95.95 |
| 2024-09-30 | $20M | 242k | 81.85 |
| 2024-06-30 | $29M | 338k | 86.20 |
| 2024-03-31 | $30M | 364k | 81.63 |
| 2023-12-31 | $23M | 351k | 66.30 |
| 2023-09-30 | $25M | 341k | 73.05 |
| 2023-06-30 | $21M | 339k | 63.14 |
| 2023-03-31 | $21M | 349k | 58.71 |
| 2022-12-31 | $24M | 381k | 61.64 |
| 2022-09-30 | $23M | 341k | 67.17 |
| 2022-06-30 | $21M | 346k | 61.39 |
| 2022-03-31 | $20M | 301k | 67.44 |
| 2021-12-31 | $13M | 302k | 44.24 |
| 2021-09-30 | $19M | 299k | 64.76 |
| 2021-06-30 | $24M | 296k | 80.48 |
| 2021-03-31 | $21M | 314k | 68.00 |
| 2020-12-31 | $18M | 258k | 69.71 |
| 2020-09-30 | $13M | 249k | 51.37 |
| 2020-06-30 | $14M | 241k | 58.68 |
| 2020-03-31 | $11M | 220k | 50.59 |
| 2019-12-31 | $23M | 311k | 74.08 |
| 2019-09-30 | $18M | 311k | 57.15 |
| 2019-06-30 | $16M | 244k | 65.40 |
| 2019-03-31 | $18M | 240k | 73.98 |
| 2018-12-31 | $14M | 241k | 59.65 |
| 2018-09-30 | $27M | 281k | 94.41 |
| 2018-06-30 | $34M | 451k | 75.05 |
| 2018-03-31 | $27M | 445k | 60.54 |
| 2017-12-31 | $20M | 428k | 46.70 |
| 2017-09-30 | $22M | 438k | 50.58 |
| 2017-06-30 | $19M | 387k | 49.83 |
| 2017-03-31 | $15M | 344k | 42.45 |
| 2016-12-31 | $13M | 325k | 40.52 |
| 2016-09-30 | $12M | 321k | 37.85 |
| 2016-06-30 | $7.8M | 258k | 30.38 |
| 2016-03-31 | $6.2M | 250k | 24.67 |
| 2015-12-31 | $6.0M | 238k | 25.07 |
| 2015-09-30 | $6.4M | 218k | 29.55 |
| 2015-06-30 | $6.9M | 214k | 32.05 |