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

Ostrum 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 		$2.84M Buy
26,372
+1,407
+6% +$143K 0.14% 110
2026
Q1 		$2.25M Buy
24,965
+3,822
+18% +$349K 0.13% 126
2025
Q4 		$1.87M Sell
21,143
-4,298
-17% -$363K 0.09% 171
2025
Q3 		$2.11M Sell
25,441
-187
-0.7% -$14.9K 0.09% 188
2025
Q2 		$2.04M Buy
25,628
+578
+2% +$44.4K 0.1% 197
2025
Q1 		$2.11M Sell
25,050
-948
-4% -$78.8K 0.11% 181
2024
Q4 		$2.01M Sell
25,998
-738
-3% -$62.2K 0.17% 194
2024
Q3 		$2.3M Sell
26,736
-1,005
-4% -$81.2K 0.19% 192
2024
Q2 		$2.18M Buy
27,741
+12,808
+86% +$1.04M 0.19% 185
2024
Q1 		$1.29M Buy
14,933
+170
+1% +$13.6K 0.1% 300
2023
Q4 		$1.16M Buy
14,763
+41
+0.3% +$2.97K 0.1% 292
2023
Q3 		$1.06M Buy
14,722
+5,215
+55% +$405K 0.1% 294
2023
Q2 		$721K Buy
9,507
+35
+0.4% +$2.52K 0.06% 378
2023
Q1 		$704K Buy
+9,472
New +$804K 0.06% 383

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

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

Ostrum Asset Management increased its Principal Financial Group (PFG) stake by 5.6% in Q2 2026, buying an estimated $143K and bringing the position to 26,372 shares worth $2.84M. The position accounts for 0.14% of the portfolio, ranked #110.

Ostrum Asset Management first reported a position in PFG in Q1 2023 and has held it in 14 quarters since. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Ostrum Asset Management held 26,372 shares of Principal Financial Group worth $2.84M as of Q2 2026.
  • Ostrum Asset Management bought 1,407 Principal Financial Group shares in Q2 2026, an estimated $143K.
  • Principal Financial Group made up 0.14% of Ostrum Asset Management's portfolio in Q2 2026, its #110 holding.
  • Ostrum Asset Management first reported a position in Principal Financial Group in Q1 2023 and has held it in 14 quarters since.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Ostrum Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.