Osaic Holdings
PFG icon

Osaic Holdings’s Principal Financial Group PFG Stock Holding History

Osaic Holdings’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 		$6.02M Buy
55,837
+10,863
+24% +$1.1M 0.01% 1388
2026
Q1 		$4.06M Sell
44,974
-346
-0.8% -$31.6K 0.01% 1495
2025
Q4 		$4M Sell
45,320
-4,710
-9% -$398K 0.01% 1538
2025
Q3 		$4.08M Sell
50,030
-7,040
-12% -$563K 0.01% 1631
2025
Q2 		$4.61M Buy
57,070
+18,296
+47% +$1.4M 0.01% 1305
2025
Q1 		$3.27M Sell
38,774
-11,328
-23% -$942K 0.01% 1309
2024
Q4 		$3.71M Buy
50,102
+854
+2% +$72K 0.01% 1210
2024
Q3 		$4.23M Sell
49,248
-3,553
-7% -$287K 0.01% 1152
2024
Q2 		$4.14M Sell
52,801
-7,776
-13% -$631K 0.01% 1122
2024
Q1 		$5.23M Sell
60,577
-36,048
-37% -$2.89M 0.01% 1003
2023
Q4 		$7.6M Sell
96,625
-154,249
-61% -$11.2M 0.01% 944
2023
Q3 		$18.1M Buy
250,874
+116,506
+87% +$9.04M 0.03% 578
2023
Q2 		$10.2M Buy
134,368
+3,280
+3% +$236K 0.02% 753
2023
Q1 		$9.74M Sell
131,088
-6,425
-5% -$545K 0.02% 783
2022
Q4 		$11.5M Buy
137,513
+38,349
+39% +$3.29M 0.02% 668
2022
Q3 		$7.15M Buy
99,164
+27,319
+38% +$1.96M 0.02% 818
2022
Q2 		$4.8M Buy
71,845
+15,677
+28% +$1.1M 0.01% 1062
2022
Q1 		$3.68M Buy
56,168
+10,481
+23% +$759K 0.01% 1433
2021
Q4 		$3.31M Sell
45,687
-571
-1% -$39.8K 0.01% 1387
2021
Q3 		$2.98M Sell
46,258
-1,156
-2% -$74.2K 0.01% 1402
2021
Q2 		$3M Sell
47,414
-2,363
-5% -$151K 0.01% 1393
2021
Q1 		$2.99M Sell
49,777
-30
-0.1% -$1.67K 0.01% 1286
2020
Q4 		$2.47M Sell
49,807
-33,286
-40% -$1.52M 0.01% 1286
2020
Q3 		$3.35M Sell
83,093
-6,345
-7% -$270K 0.01% 987
2020
Q2 		$3.72M Sell
89,438
-9,441
-10% -$344K 0.01% 855
2020
Q1 		$2.68M Buy
+98,879
New +$4.68M 0.01% 897

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 $3.37T AUM 44.26% 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

Osaic Holdings's PFG Position: Q2 2026 in Review

Osaic Holdings increased its Principal Financial Group (PFG) stake by 24% in Q2 2026, buying an estimated $1.1M and bringing the position to 55,837 shares worth $6.02M. The position accounts for 0.01% of the portfolio, ranked #1388.

Osaic Holdings first reported a position in PFG in Q1 2020 and has held it in 26 quarters since. The position peaked at $18.1M in Q3 2023. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Osaic Holdings held 55,837 shares of Principal Financial Group worth $6.02M as of Q2 2026.
  • Osaic Holdings bought 10,863 Principal Financial Group shares in Q2 2026, an estimated $1.1M.
  • Principal Financial Group made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1388 holding.
  • Osaic Holdings first reported a position in Principal Financial Group in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Principal Financial Group position peaked at $18.1M in Q3 2023.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.