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 Q2	$7.3M	Sell	67,700 -27,500	-29%	-$2.79M	2.22%	15
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 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

EdenTree Asset Management's PFG Position: Q2 2026 in Review

EdenTree Asset Management reduced its Principal Financial Group (PFG) stake by 29% in Q2 2026, selling an estimated $2.79M and leaving 67,700 shares worth $7.3M. The position accounts for 2.22% of the portfolio, ranked #15.

EdenTree Asset Management first reported a position in PFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $14M in Q3 2025. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

EdenTree Asset Management held 67,700 shares of Principal Financial Group worth $7.3M as of Q2 2026.
EdenTree Asset Management sold 27,500 Principal Financial Group shares in Q2 2026, an estimated $2.79M.
Principal Financial Group made up 2.22% of EdenTree Asset Management's portfolio in Q2 2026, its #15 holding.
EdenTree Asset Management first reported a position in Principal Financial Group in Q4 2024 and has held it in 7 quarters since.
EdenTree Asset Management's Principal Financial Group position peaked at $14M in Q3 2025.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on EdenTree Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.