OP Asset Management’s Principal Financial Group PFG Stock Holding History

OP 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	$2.64M	Buy	24,465 +1,071	+5%	+$109K	0.03%	394
2026 Q1	$2.11M	Sell	23,394 -1,952	-8%	-$178K	0.02%	429
2025 Q4	$2.24M	Sell	25,346 -691	-3%	-$58.3K	0.03%	417
2025 Q3	$2.16M	Buy	26,037 +1,485	+6%	+$119K	0.03%	425
2025 Q2	$1.95M	Sell	24,552 -363	-1%	-$27.9K	0.03%	449
2025 Q1	$2.1M	Buy	+24,915	New	+$2.07M	0.03%	412

Other funds holding PFG

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

OP Asset Management's PFG Position: Q2 2026 in Review

OP Asset Management increased its Principal Financial Group (PFG) stake by 4.6% in Q2 2026, buying an estimated $109K and bringing the position to 24,465 shares worth $2.64M. The position accounts for 0.03% of the portfolio, ranked #394.

OP Asset Management first reported a position in PFG in Q1 2025 and has held it in 6 quarters since. 395 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

OP Asset Management held 24,465 shares of Principal Financial Group worth $2.64M as of Q2 2026.
OP Asset Management bought 1,071 Principal Financial Group shares in Q2 2026, an estimated $109K.
Principal Financial Group made up 0.03% of OP Asset Management's portfolio in Q2 2026, its #394 holding.
OP Asset Management first reported a position in Principal Financial Group in Q1 2025 and has held it in 6 quarters since.
395 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.