Asahi Life Asset Management’s Principal Financial Group PFG Stock Holding History

Asahi Life Asset Management’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,769	Closed	-$340K	–	194
2026 Q1	$340K	Sell	3,769 -874	-19%	-$79.9K	0.22%	105
2025 Q4	$410K	Sell	4,643 -227	-5%	-$19.2K	0.23%	110
2025 Q3	$404K	Hold	4,870	–	–	0.22%	103
2025 Q2	$387K	Buy	+4,870	New	+$374K	0.23%	109
2025 Q1	–	Sell	-4,280	Closed	-$331K	–	203
2024 Q4	$331K	Buy	+4,280	New	+$361K	0.2%	124
2019 Q3	–	Sell	-6,610	Closed	-$383K	–	274
2019 Q2	$383K	Sell	6,610 -2,090	-24%	-$115K	0.08%	110
2019 Q1	$437K	Sell	8,700 -1,260	-13%	-$62.4K	0.07%	121
2018 Q4	$440K	Buy	+9,960	New	+$490K	0.07%	103

Other funds holding PFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Asahi Life Asset Management's PFG Position: Q2 2026 in Review

Asahi Life Asset Management sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 3,769 shares — an estimated $340K sold.

Asahi Life Asset Management first reported a position in PFG in Q4 2018 and held it in 8 quarters. The position peaked at $440K in Q4 2018. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Asahi Life Asset Management reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
Asahi Life Asset Management sold 3,769 Principal Financial Group shares in Q2 2026, an estimated $340K.
Asahi Life Asset Management first reported a position in Principal Financial Group in Q4 2018 and held it in 8 quarters.
Asahi Life Asset Management's Principal Financial Group position peaked at $440K in Q4 2018.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Asahi Life Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.