OIAM
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OFI Invest Asset Management’s Principal Financial Group PFG Stock Holding History

OFI Invest 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 		– Sell
-2,531
Closed -$190K – 376
2025
Q4 		$190K Buy
+2,531
New +$214K ﹤0.01% 326
2025
Q3 		– Sell
-1,222
Closed -$82.7K – 326
2025
Q2 		$82.7K Buy
+1,222
New +$93.8K ﹤0.01% 287

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

OFI Invest Asset Management's PFG Position: Q1 2026 in Review

OFI Invest Asset Management sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 2,531 shares — an estimated $190K sold.

OFI Invest Asset Management first reported a position in PFG in Q2 2025 and held it in 2 quarters. The position peaked at $190K in Q4 2025. 914 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • OFI Invest Asset Management reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • OFI Invest Asset Management sold 2,531 Principal Financial Group shares in Q1 2026, an estimated $190K.
  • OFI Invest Asset Management first reported a position in Principal Financial Group in Q2 2025 and held it in 2 quarters.
  • OFI Invest Asset Management's Principal Financial Group position peaked at $190K in Q4 2025.
  • 914 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on OFI Invest Asset Management's 13F filing for Q1 2026, filed 5 May 2026.