Surgery Partners, Inc.
DE ˙ DB ˙ US86881A1007
11,50 € 0,00 (0,00%)
2026-06-05
DEL PRIS
SecurityDE:1SP / Surgery Partners, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership140,574 shares
Latest Disclosed Value $ 1,675,642
Principal Financial Group Inc reports 15.68% increase in ownership of 1SP / Surgery Partners, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 140,574 shares of Surgery Partners, Inc. (DE:1SP) valued at $1,433,855 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 121,518 shares of Surgery Partners, Inc.. This represents a change in shares of 15.68% during the quarter. The current value of the position is $1,616,601 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F SURGERY PARTNERS COM 86881A100 140,574 19,056 15.68 1,676 -10.76 0.0005
2026-02-02 2025-12-31 13F SURGERY PARTNERS COM 86881A100 121,518 37,944 45.40 1,877 3.82 0.0010
2025-11-04 2025-09-30 13F SURGERY PARTNERS COM 86881A100 83,574 17,569 26.62 1,809 23.24 0.0009
2025-08-08 2025-06-30 13F SURGERY PARTNERS COM 86881A100 66,005 11,739 21.63 1,467 13.90 0.0008
2025-04-28 2025-03-31 13F SURGERY PARTNERS COM 86881A100 54,266 4,717 9.52 1,289 22.90 0.0007
2025-01-31 2024-12-31 13F SURGERY PARTNERS COM 86881A100 49,549 3,997 8.77 1,049 -28.61 0.0006
2024-10-31 2024-09-30 13F SURGERY PARTNERS COM 86881A100 45,552 45,552 1,469 0.0008
2024-07-29 2024-06-30 13F SURGERY PARTNERS COM 86881A100 0 -10,073 -100.00 0 -100.00
2024-04-29 2024-03-31 13F SURGERY PARTNERS COM 86881A100 10,073 1,409 16.26 300 8.30 0.0002
2024-02-07 2023-12-31 13F SURGERY PARTNERS COM 86881A100 8,664 1,324 18.04 277 29.44 0.0002
2023-11-02 2023-09-30 13F SURGERY PARTNERS COM 86881A100 7,340 -539 -6.84 215 -39.55 0.0002
2023-08-07 2023-06-30 13F SURGERY PARTNERS COM 86881A100 7,879 7,879 354 0.0002
2023-02-09 2022-12-31 13F SURGERY PARTNERS COM 86881A100 0 -23,561 -100.00 0 -100.00
2022-11-09 2022-09-30 13F SURGERY PARTNERS COM 86881A100 23,561 -12,961 -35.49 552 -47.73 0.0004
2022-08-10 2022-06-30 13F SURGERY PARTNERS COM 86881A100 36,522 -26,197 -41.77 1,056 -69.42 0.0008
2022-05-09 2022-03-31 13F SURGERY PARTNERS COM 86881A100 62,719 5,180 9.00 3,453 12.33 0.0014
2022-05-09 2022-03-31 13F SURGERY PARTNERS COM 86881A100 56,497 3,110
2022-02-09 2021-12-31 13F SURGERY PARTNERS COM 86881A100 57,539 -880 -1.51 3,074 24.25 0.0018
2021-11-09 2021-09-30 13F SURGERY PARTNERS COM 86881A100 58,419 -296 -0.50 2,474 -36.76 0.0016
2021-08-10 2021-06-30 13F SURGERY PARTNERS COM 86881A100 58,715 16,578 39.34 3,912 109.76 0.0025
2021-05-10 2021-03-31 13F SURGERY PARTNERS COM 86881A100 42,137 8,254 24.36 1,865 89.73 0.0013
2021-02-23 2020-12-31 13F/A-1 SURGERY PARTNERS COM 86881A100 33,883 -45,334 -57.23 983 -43.34 0.0007
2021-02-08 2020-12-31 13F SURGERY PARTNERS COM 86881A100 33,883 -45,334 983 386.7273
2020-11-06 2020-09-30 13F SURGERY PARTNERS COM 86881A100 79,217 32,091 68.10 1,735 218.35 0.0015
2020-08-05 2020-06-30 13F SURGERY PARTNERS COM 86881A100 47,126 26,497 128.45 545 303.70 0.0005
2020-05-12 2020-03-31 13F SURGERY PARTNERS COM 86881A100 20,629 503 2.50 135 -57.14 0.0001
2020-02-05 2019-12-31 13F SURGERY PARTNERS COM 86881A100 20,126 3,447 20.67 315 156.10 0.0003
2019-11-13 2019-09-30 13F SURGERY PARTNERS COM 86881A100 16,679 389 2.39 123 -7.52 0.0001
2019-08-12 2019-06-30 13F SURGERY PARTNERS COM 86881A100 16,290 -3,200 -16.42 133 -39.55 0.0001
2019-05-10 2019-03-31 13F SURGERY PARTNERS COM 86881A100 19,490 165 0.85 220 16.40 0.0002
2019-02-14 2018-12-31 13F SURGERY PARTNERS COM 86881A100 19,325 1,672 9.47 189 -35.05 0.0002
2018-11-14 2018-09-30 13F SURGERY PARTNERS COM 86881A100 17,653 391 2.27 291 13.23 0.0003
2018-08-13 2018-06-30 13F SURGERY PARTNERS COM 86881A100 17,262 -2,206 -11.33 257 -23.05 0.0002
2018-05-14 2018-03-31 13F SURGERY PARTNERS COM 86881A100 19,468 1,796 10.16 334 56.07 0.0003
2018-02-12 2017-12-31 13F SURGERY PARTNERS COM 86881A100 17,672 17,672 214 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.