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Ossiam’s Principal Financial Group PFG Stock Holding History

Ossiam’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 		$41.9K Sell
465
-54,832
-99% -$5.01M ﹤0.01% 366
2025
Q4 		$4.88M Buy
55,297
+50,117
+968% +$4.23M 0.1% 103
2025
Q3 		$429K Buy
5,180
+3,605
+229% +$288K 0.01% 561
2025
Q2 		$125K Sell
1,575
-118,221
-99% -$9.07M ﹤0.01% 569
2025
Q1 		$10.1M Buy
119,796
+113,867
+1,921% +$9.47M 0.14% 95
2024
Q4 		$459K Sell
5,929
-14,211
-71% -$1.2M 0.01% 470
2024
Q3 		$1.73M Sell
20,140
-5,458
-21% -$441K 0.03% 241
2024
Q2 		$2.01M Sell
25,598
-5,690
-18% -$462K 0.04% 212
2024
Q1 		$2.7M Buy
31,288
+17,504
+127% +$1.4M 0.05% 201
2023
Q4 		$1.08M Sell
13,784
-3,169
-19% -$230K 0.02% 347
2023
Q3 		$1.22M Buy
16,953
+13,650
+413% +$1.06M 0.02% 309
2023
Q2 		$251K Sell
3,303
-108,355
-97% -$7.81M ﹤0.01% 566
2023
Q1 		$8.3M Sell
111,658
-129,321
-54% -$11M 0.17% 96
2022
Q4 		$20.2M Buy
240,979
+64,029
+36% +$5.49M 0.52% 51
2022
Q3 		$12.8M Buy
176,950
+164,607
+1,334% +$11.8M 0.37% 68
2022
Q2 		$824K Buy
12,343
+2,115
+21% +$149K 0.02% 246
2022
Q1 		$751K Buy
10,228
+9,911
+3,126% +$717K 0.02% 251
2021
Q4 		$23K Sell
317
-12,066
-97% -$842K ﹤0.01% 412
2021
Q3 		$797K Buy
12,383
+2,835
+30% +$182K 0.02% 248
2021
Q2 		$593K Buy
9,548
+4,223
+79% +$270K 0.02% 299
2021
Q1 		$319K Sell
5,325
-17,185
-76% -$958K 0.01% 317
2020
Q4 		$1.12M Buy
22,510
+18,611
+477% +$852K 0.04% 185
2020
Q3 		$157K Sell
3,899
-2,364
-38% -$101K 0.01% 347
2020
Q2 		$260K Buy
+6,263
New +$228K 0.02% 293
2020
Q1 		– Sell
-1,437
Closed -$79K – 495
2019
Q4 		$79K Sell
1,437
-4,192
-74% -$229K 0.01% 433
2019
Q3 		$322K Sell
5,629
-754
-12% -$42.4K 0.02% 278
2019
Q2 		$370K Buy
+6,383
New +$352K 0.03% 260

Other funds holding PFG

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ossiam's PFG Position: Q1 2026 in Review

Ossiam reduced its Principal Financial Group (PFG) stake by 99% in Q1 2026, selling an estimated $5.01M and leaving 465 shares worth $41.9K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Ossiam first reported a position in PFG in Q2 2019 and has held it in 27 quarters since. The position peaked at $20.2M in Q4 2022. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Ossiam held 465 shares of Principal Financial Group worth $41.9K as of Q1 2026.
  • Ossiam sold 54,832 Principal Financial Group shares in Q1 2026, an estimated $5.01M.
  • Principal Financial Group made up ﹤0.01% of Ossiam's portfolio in Q1 2026, its #366 holding.
  • Ossiam first reported a position in Principal Financial Group in Q2 2019 and has held it in 27 quarters since.
  • Ossiam's Principal Financial Group position peaked at $20.2M in Q4 2022.
  • 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Ossiam's 13F filing for Q1 2026, filed 14 May 2026.