OMERS Administration Corp’s Principal Financial Group PFG Stock Holding History

OMERS Administration Corp’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	$970K	Buy	10,762 +2,244	+26%	+$205K	0.01%	661
2025 Q4	$751K	Sell	8,518 -9,900	-54%	-$836K	0.01%	586
2025 Q3	$1.53M	Hold	18,418	–	–	0.01%	476
2025 Q2	$1.46M	Sell	18,418 -35,700	-66%	-$2.74M	0.01%	452
2025 Q1	$4.57M	Buy	54,118 +44,187	+445%	+$3.68M	0.04%	179
2024 Q4	$769K	Buy	9,931 +1,648	+20%	+$139K	0.01%	588
2024 Q3	$712K	Hold	8,283	–	–	0.01%	583
2024 Q2	$650K	Buy	+8,283	New	+$673K	0.01%	618
2021 Q2	–	Sell	-22,100	Closed	-$1.32M	–	81
2021 Q1	$1.32M	Buy	+22,100	New	+$1.23M	0.02%	118
2017 Q3	–	Sell	-34,500	Closed	-$2.21M	–	493
2017 Q2	$2.21M	Buy	+34,500	New	+$2.19M	0.03%	177
2016 Q3	–	Sell	-42,900	Closed	-$1.76M	–	646
2016 Q2	$1.76M	Hold	42,900	–	–	0.04%	256
2016 Q1	$1.69M	Buy	+42,900	New	+$1.65M	0.04%	225

Other funds holding PFG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

OMERS Administration Corp's PFG Position: Q1 2026 in Review

OMERS Administration Corp increased its Principal Financial Group (PFG) stake by 26% in Q1 2026, buying an estimated $205K and bringing the position to 10,762 shares worth $970K. The position accounts for 0.01% of the portfolio, ranked #661.

OMERS Administration Corp first reported a position in PFG in Q1 2016 and has held it in 12 quarters since. The position peaked at $4.57M in Q1 2025. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

OMERS Administration Corp held 10,762 shares of Principal Financial Group worth $970K as of Q1 2026.
OMERS Administration Corp bought 2,244 Principal Financial Group shares in Q1 2026, an estimated $205K.
Principal Financial Group made up 0.01% of OMERS Administration Corp's portfolio in Q1 2026, its #661 holding.
OMERS Administration Corp first reported a position in Principal Financial Group in Q1 2016 and has held it in 12 quarters since.
OMERS Administration Corp's Principal Financial Group position peaked at $4.57M in Q1 2025.
909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on OMERS Administration Corp's 13F filing for Q1 2026, filed 15 May 2026.