EAM
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EdenTree Asset Management’s Principal Financial Group PFG Stock Holding History

EdenTree 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
Q1 		$8.58M Hold
95,200
– – 2.59% 11
2025
Q4 		$8.4M Sell
95,200
-73,400
-44% -$6.2M 2.57% 12
2025
Q3 		$14M Buy
168,600
+20,000
+13% +$1.6M 3.36% 10
2025
Q2 		$11.8M Buy
148,600
+40,600
+38% +$3.12M 3.27% 7
2025
Q1 		$9.11M Buy
108,000
+680
+0.6% +$56.6K 3.06% 9
2024
Q4 		$8.31M Buy
+107,320
New +$9.04M 2.41% 14

Other funds holding PFG

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EdenTree Asset Management's PFG Position: Q1 2026 in Review

EdenTree Asset Management held its Principal Financial Group (PFG) position steady in Q1 2026 at 95,200 shares worth $8.58M. The position accounts for 2.59% of the portfolio, ranked #11.

EdenTree Asset Management first reported a position in PFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $14M in Q3 2025. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • EdenTree Asset Management held 95,200 shares of Principal Financial Group worth $8.58M as of Q1 2026.
  • EdenTree Asset Management left its Principal Financial Group share count unchanged in Q1 2026.
  • Principal Financial Group made up 2.59% of EdenTree Asset Management's portfolio in Q1 2026, its #11 holding.
  • EdenTree Asset Management first reported a position in Principal Financial Group in Q4 2024 and has held it in 6 quarters since.
  • EdenTree Asset Management's Principal Financial Group position peaked at $14M in Q3 2025.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on EdenTree Asset Management's 13F filing for Q1 2026, filed 14 May 2026.