Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
PFG icon

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Principal Financial Group PFG Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 		$53.3M Buy
591,931
+362,028
+157% +$33.1M 0.09% 186
2025
Q4 		$20.3M Buy
229,903
+116,878
+103% +$9.86M 0.03% 327
2025
Q3 		$9.37M Sell
113,025
-23,002
-17% -$1.84M 0.02% 456
2025
Q2 		$10.8M Buy
136,027
+28,519
+27% +$2.19M 0.02% 384
2025
Q1 		$9.07M Sell
107,508
-89,492
-45% -$7.44M 0.02% 404
2024
Q4 		$15.2M Buy
197,000
+92,000
+88% +$7.75M 0.03% 346
2024
Q3 		$9.02M Hold
105,000
– – 0.02% 393
2024
Q2 		$8.24M Buy
+105,000
New +$8.53M 0.02% 327
2023
Q3 		– Sell
-45,000
Closed -$3.41M – 1200
2023
Q2 		$3.41M Buy
45,000
+43,578
+3,065% +$3.14M 0.01% 478
2023
Q1 		$106K Sell
1,422
-205,578
-99% -$17.4M ﹤0.01% 1038
2022
Q4 		$17.4M Buy
+207,000
New +$17.8M 0.09% 190
2022
Q3 		– Sell
-824
Closed -$55K – 1635
2022
Q2 		$55K Sell
824
-81,176
-99% -$5.71M ﹤0.01% 1351
2022
Q1 		$6.02M Sell
82,000
-671,387
-89% -$48.6M 0.02% 440
2021
Q4 		$54.5M Sell
753,387
-22,000
-3% -$1.54M 0.12% 146
2021
Q3 		$49.9M Sell
775,387
-104,630
-12% -$6.72M 0.12% 114
2021
Q2 		$55.6M Buy
880,017
+816,017
+1,275% +$52.2M 0.12% 129
2021
Q1 		$3.84M Sell
64,000
-4,376
-6% -$244K 0.01% 560
2020
Q4 		$3.39M Sell
68,376
-8,624
-11% -$395K 0.01% 601
2020
Q3 		$3.1M Buy
+77,000
New +$3.28M 0.02% 295
2020
Q1 		– Sell
-74,300
Closed -$4.09M – 1058
2019
Q4 		$4.09M Buy
+74,300
New +$4.07M 0.02% 434

Other funds holding PFG

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $846B AUM 46.74% 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 $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's PFG Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund increased its Principal Financial Group (PFG) stake by 157% in Q1 2026, buying an estimated $33.1M and bringing the position to 591,931 shares worth $53.3M. The position accounts for 0.09% of the portfolio, ranked #186.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in PFG in Q4 2019 and has held it in 20 quarters since. The position peaked at $55.6M in Q2 2021. 912 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 591,931 shares of Principal Financial Group worth $53.3M as of Q1 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund bought 362,028 Principal Financial Group shares in Q1 2026, an estimated $33.1M.
  • Principal Financial Group made up 0.09% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q1 2026, its #186 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Principal Financial Group in Q4 2019 and has held it in 20 quarters since.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Principal Financial Group position peaked at $55.6M in Q2 2021.
  • 912 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.