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Equibles

PRINCIPAL FINANCIAL GROUP INC

Position in SGRY — Surgery Partners, Inc.

CIK 1126328 DES MOINES, IA
Back to SGRY Full portfolio

Position in SGRY

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$2,535,774
+$860,133 QoQ
Shares Held
150,939
+7.4% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 187 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SGRY Over Time

Shares Held

Position Value (USD)

Position in Medical Care Facilities

Healthcare · as of Jun 30, 2026

PRINCIPAL FINANCIAL GROUP INC holds $637,127,364 across 26 Medical Care Facilities names. SGRY ranks #21 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HCA
HCA Healthcare, Inc.
 602,290 $234,826,846
2 CON
Concentra Group Holdings Parent, Inc.
 2,629,375 $78,223,905
3 LFST
LifeStance Health Group, Inc.
 3,996,866 $42,806,434
4 ADUS
Addus HomeCare Corp
 411,563 $41,349,734
5 THC
Tenet Healthcare Corp
 205,497 $38,444,378
6 ENSG
Ensign Group, Inc
 162,509 $26,050,192
7 ACHC
Acadia Healthcare Company, Inc.
 813,417 $24,020,203
8 EHC
Encompass Health Corp
 225,228 $22,766,045

All Filings in SGRY

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,535,774 150,939
2026-03-31 $1,675,641 140,574
2025-12-31 $1,877,452 121,518
2025-09-30 $1,808,540 83,574
2025-06-30 $1,467,291 66,005
2025-03-31 $1,288,816 54,266
2024-12-31 $1,048,951 49,549
2024-09-30 $1,468,595 45,552
2024-03-31 $300,477 10,073
2023-12-31 $277,161 8,664
2023-09-30 $214,695 7,340
2023-06-30 $354,476 7,879
2022-09-30 $551,327 23,561
2022-06-30 $1,056,215 36,522
2022-03-31 $3,452,680 62,719
2021-12-31 $3,073,157 57,539
2021-09-30 $2,473,460 58,419
2021-06-30 $3,911,592 58,715
2021-03-31 $1,864,983 42,137
2020-12-31 $982,945 33,883
2020-09-30 $1,734,852 79,217
2020-06-30 $545,247 47,126
2020-03-31 $134,707 20,629