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ODDO BHF Asset Management’s Principal Financial Group PFG Stock Holding History

ODDO BHF 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 		$4.55M Buy
42,250
+3,424
+9% +$348K 0.21% 110
2026
Q1 		$3.5M Buy
38,826
+1,569
+4% +$143K 0.14% 133
2025
Q4 		$3.29M Buy
37,257
+8,824
+31% +$745K 0.12% 134
2025
Q3 		$2.36M Buy
+28,433
New +$2.27M 0.09% 180

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

ODDO BHF Asset Management's PFG Position: Q2 2026 in Review

ODDO BHF Asset Management increased its Principal Financial Group (PFG) stake by 8.8% in Q2 2026, buying an estimated $348K and bringing the position to 42,250 shares worth $4.55M. The position accounts for 0.21% of the portfolio, ranked #110.

ODDO BHF Asset Management first reported a position in PFG in Q3 2025 and has held it in 4 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • ODDO BHF Asset Management held 42,250 shares of Principal Financial Group worth $4.55M as of Q2 2026.
  • ODDO BHF Asset Management bought 3,424 Principal Financial Group shares in Q2 2026, an estimated $348K.
  • Principal Financial Group made up 0.21% of ODDO BHF Asset Management's portfolio in Q2 2026, its #110 holding.
  • ODDO BHF Asset Management first reported a position in Principal Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

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