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 Q2	$1.3M	Buy	12,079 +1,317	+12%	+$134K	0.01%	654
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	–	515
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 $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

OMERS Administration Corp's PFG Position: Q2 2026 in Review

OMERS Administration Corp increased its Principal Financial Group (PFG) stake by 12% in Q2 2026, buying an estimated $134K and bringing the position to 12,079 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #654.

OMERS Administration Corp first reported a position in PFG in Q1 2016 and has held it in 13 quarters since. The position peaked at $4.57M in Q1 2025. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

OMERS Administration Corp held 12,079 shares of Principal Financial Group worth $1.3M as of Q2 2026.
OMERS Administration Corp bought 1,317 Principal Financial Group shares in Q2 2026, an estimated $134K.
Principal Financial Group made up 0.01% of OMERS Administration Corp's portfolio in Q2 2026, its #654 holding.
OMERS Administration Corp first reported a position in Principal Financial Group in Q1 2016 and has held it in 13 quarters since.
OMERS Administration Corp's Principal Financial Group position peaked at $4.57M in Q1 2025.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on OMERS Administration Corp's 13F filing for Q2 2026, filed 13 Aug 2026.