E. Ohman J:or Asset Management’s Principal Financial Group PFG Stock Holding History

E. Ohman J:or 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	$695K	Hold	6,450	–	–	0.02%	362
2026 Q1	$581K	Hold	6,450	–	–	0.02%	368
2025 Q4	$569K	Sell	6,450 -4,450	-41%	-$376K	0.01%	404
2025 Q3	$904K	Hold	10,900	–	–	0.02%	290
2025 Q2	$866K	Hold	10,900	–	–	0.02%	296
2025 Q1	$920K	Hold	10,900	–	–	0.02%	282
2024 Q4	$844K	Buy	10,900 +2,000	+22%	+$169K	0.02%	309
2024 Q3	$765K	Sell	8,900 -1,400	-14%	-$113K	0.02%	308
2024 Q2	$808K	Hold	10,300	–	–	0.02%	285
2024 Q1	$889K	Hold	10,300	–	–	0.02%	268
2023 Q4	$810K	Sell	10,300 -1,600	-13%	-$116K	0.03%	257
2023 Q3	$858K	Buy	11,900 +1,200	+11%	+$93.1K	0.03%	260
2023 Q2	$811K	Hold	10,700	–	–	0.03%	282
2023 Q1	$795K	Hold	10,700	–	–	0.03%	276
2022 Q4	$898K	Hold	10,700	–	–	0.04%	257
2022 Q3	$772K	Hold	10,700	–	–	0.04%	266
2022 Q2	$715K	Sell	10,700 -4,000	-27%	-$281K	0.03%	288
2022 Q1	$1.08M	Hold	14,700	–	–	0.04%	261
2021 Q4	$1.06M	Buy	14,700 +2,400	+20%	+$167K	0.03%	290
2021 Q3	$792K	Hold	12,300	–	–	0.02%	336
2021 Q2	$777K	Sell	12,300 -3,200	-21%	-$205K	0.02%	334
2021 Q1	$929K	Buy	15,500 +3,800	+32%	+$212K	0.03%	277
2020 Q4	$580K	Hold	11,700	–	–	0.02%	307
2020 Q3	$471K	Buy	11,700 +2,200	+23%	+$93.8K	0.02%	297
2020 Q2	$395K	Hold	9,500	–	–	0.02%	299
2020 Q1	$298K	Sell	9,500 -4,200	-31%	-$199K	0.02%	300
2019 Q4	$754K	Buy	13,700 +2,100	+18%	+$115K	0.04%	240
2019 Q3	$663K	Hold	11,600	–	–	0.04%	213
2019 Q2	$672K	Hold	11,600	–	–	0.04%	207
2019 Q1	$582K	Sell	11,600 -1,800	-13%	-$89.2K	0.04%	223
2018 Q4	$592K	Hold	13,400	–	–	0.04%	209
2018 Q3	$785K	Buy	13,400 +1,700	+15%	+$94.8K	0.05%	195
2018 Q2	$620K	Buy	11,700 +3,100	+36%	+$180K	0.04%	215
2018 Q1	$524K	Hold	8,600	–	–	0.04%	240
2017 Q4	$607K	Buy	8,600 +1,500	+21%	+$103K	0.05%	227
2017 Q3	$457K	Hold	7,100	–	–	0.04%	274
2017 Q2	$455K	Hold	7,100	–	–	0.05%	266
2017 Q1	$448K	Hold	7,100	–	–	0.05%	262
2016 Q4	$411K	Buy	7,100 +1,600	+29%	+$89.7K	0.06%	245
2016 Q3	$283K	Hold	5,500	–	–	0.04%	301
2016 Q2	$226K	Hold	5,500	–	–	0.04%	326
2016 Q1	$217K	Hold	5,500	–	–	0.04%	314
2015 Q4	$247K	Hold	5,500	–	–	0.04%	297
2015 Q3	$260K	Sell	5,500 -1,500	-21%	-$77.7K	0.07%	262
2015 Q2	$359K	Hold	7,000	–	–	0.08%	231
2015 Q1	$360K	Hold	7,000	–	–	0.08%	237
2014 Q4	$370K	Hold	7,000	–	–	0.09%	230
2014 Q3	$367K	Hold	7,000	–	–	0.09%	225
2014 Q2	$353K	Hold	7,000	–	–	0.09%	236
2014 Q1	$322K	Hold	7,000	–	–	0.08%	260
2013 Q4	$344K	Hold	7,000	–	–	0.08%	255
2013 Q3	$300K	Hold	7,000	–	–	0.08%	275
2013 Q2	$262K	Buy	+7,000	New	+$256K	0.07%	280

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

E. Ohman J:or Asset Management's PFG Position: Q2 2026 in Review

E. Ohman J:or Asset Management held its Principal Financial Group (PFG) position steady in Q2 2026 at 6,450 shares worth $695K. The position accounts for 0.02% of the portfolio, ranked #362.

E. Ohman J:or Asset Management first reported a position in PFG in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.08M in Q1 2022. 594 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

E. Ohman J:or Asset Management held 6,450 shares of Principal Financial Group worth $695K as of Q2 2026.
E. Ohman J:or Asset Management left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.02% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #362 holding.
E. Ohman J:or Asset Management first reported a position in Principal Financial Group in Q2 2013 and has held it in 53 quarters since.
E. Ohman J:or Asset Management's Principal Financial Group position peaked at $1.08M in Q1 2022.
594 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.