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Osmosis Investment Management UK’s Principal Financial Group PFG Stock Holding History

Osmosis Investment Management UK’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 		$1.1M Sell
10,236
-9,592
-48% -$974K 0.05% 257
2026
Q1 		$1.79M Buy
19,828
+2,927
+17% +$268K 0.05% 262
2025
Q4 		$1.49M Buy
+16,901
New +$1.43M 0.04% 266

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

Osmosis Investment Management UK's PFG Position: Q2 2026 in Review

Osmosis Investment Management UK reduced its Principal Financial Group (PFG) stake by 48% in Q2 2026, selling an estimated $974K and leaving 10,236 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #257.

Osmosis Investment Management UK first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.79M in Q1 2026. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Osmosis Investment Management UK held 10,236 shares of Principal Financial Group worth $1.1M as of Q2 2026.
  • Osmosis Investment Management UK sold 9,592 Principal Financial Group shares in Q2 2026, an estimated $974K.
  • Principal Financial Group made up 0.05% of Osmosis Investment Management UK's portfolio in Q2 2026, its #257 holding.
  • Osmosis Investment Management UK first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • Osmosis Investment Management UK's Principal Financial Group position peaked at $1.79M in Q1 2026.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Osmosis Investment Management UK's 13F filing for Q2 2026, filed 13 Aug 2026.