Position in OSCR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$525,680
+$357,209 QoQ
Shares Held
18,432
+25.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#234
of 401 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OSCR Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,108,246,989 across 11 Healthcare Plans names. OSCR ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,404,760 | $583,860,396 | |
| 2 | CVS |
CVS HEALTH Corp
|
1,469,883 | $152,059,395 | |
| 3 | ELV |
Elevance Health, Inc.
|
259,766 | $100,459,304 | |
| 4 | CI |
Cigna Group
|
310,596 | $85,625,104 | |
| 5 | MOH |
Molina Healthcare, Inc.
|
252,714 | $57,795,691 | |
| 6 | HUM |
Humana Inc
|
131,870 | $52,381,401 | |
| 7 | CNC |
Centene Corp
|
533,054 | $34,216,735 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
1,073,956 | $25,570,891 |
All Filings in OSCR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,680 | 18,432 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $168,471 | 14,688 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $168,502 | 11,726 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $281,015 | 14,845 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $279,384 | 13,031 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $213,850 | 16,312 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $227,982 | 16,963 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $383,307 | 18,072 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $415,528 | 26,266 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $277,325 | 18,650 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $1,298,558 | 141,919 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $125,447 | 22,522 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $133,538 | 16,568 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $89,951 | 13,754 | Shares | Defined | 2023-05-09 | |
| 2022-09-30 | $60,922 | 12,209 | Shares | Defined | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||