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AXA Investment Managers’s Principal Financial Group PFG Stock Holding History

AXA Investment Managers’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
2025
Q3 		$158K Buy
+1,905
New +$152K ﹤0.01% 1102

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AXA Investment Managers's PFG Position: Q3 2025 in Review

AXA Investment Managers opened a new position in Principal Financial Group (PFG) in Q3 2025: 1,905 shares worth $158K. The stake represents ﹤0.01% of the portfolio and ranks #1102 among its holdings.

829 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

  • AXA Investment Managers held 1,905 shares of Principal Financial Group worth $158K as of Q3 2025.
  • Principal Financial Group was a new AXA Investment Managers position in Q3 2025.
  • Principal Financial Group made up ﹤0.01% of AXA Investment Managers's portfolio in Q3 2025, its #1102 holding.
  • 829 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on AXA Investment Managers's 13F filing for Q3 2025, filed 14 Nov 2025.