PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in ELV — Elevance Health, Inc.

CIK 12600 DES MOINES, IA

Position in ELV

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$8,173,151

+$2,037,404 QoQ

Shares Held

21,134

+0.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#380

of 1,592 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $30,688,543 across 7 Healthcare Plans names. ELV ranks #2 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	30,333	$12,607,304
2	ELV	Elevance Health, Inc. This page	21,134	$8,173,151
3	CI	Cigna Group	17,694	$4,877,881
4	CVS	CVS HEALTH Corp	33,514	$3,467,023
5	ALHC	Alignment Healthcare, Inc.	27,941	$665,275
6	HUM	Humana Inc	1,261	$500,894
7	CNC	Centene Corp	6,185	$397,015

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,173,151	21,134	+0.8%	Shares	Sole	2026-08-04
2026-03-31	$6,135,747	20,959	+11.2%	Shares	Sole	2026-05-13
2025-12-31	$6,607,516	18,849	-13.5%	Shares	Sole	2026-02-12
2025-09-30	$7,044,016	21,800	+7.2%	Shares	Sole	2025-11-12
2025-06-30	$7,909,501	20,335	+10.7%	Shares	Sole	2025-08-11
2025-03-31	$7,991,955	18,374	0.0%	Shares	Sole	2025-04-30
2024-12-31	$6,778,168	18,374	+15.6%	Shares	Sole	2025-01-30
2024-09-30	$8,267,480	15,899	+17.5%	Shares	Sole	2024-10-28
2024-06-30	$7,331,365	13,530	+18.3%	Shares	Sole	2024-07-31
2024-03-31	$5,928,467	11,433	+11.2%	Shares	Sole	2024-05-10
2023-12-31	$4,849,523	10,284	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.