Principal Financial Group
AGNC icon

Principal Financial Group’s AGNC Investment AGNC Stock Holding History

Principal Financial Group’s Portfolio AGNC Stock Details AGNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$135K Sell
12,365
-17,791
-59% -$187K ﹤0.01% 2100
2026
Q1 		$302K Buy
30,156
+737
+3% +$8.15K ﹤0.01% 2070
2025
Q4 		$315K Sell
29,419
-9,210
-24% -$94.7K ﹤0.01% 2087
2025
Q3 		$378K Sell
38,629
-930
-2% -$9.02K ﹤0.01% 2099
2025
Q2 		$364K Sell
39,559
-2,751
-7% -$24.6K ﹤0.01% 2039
2025
Q1 		$405K Buy
42,310
+563
+1% +$5.62K ﹤0.01% 1954
2024
Q4 		$384K Sell
41,747
-6,041
-13% -$58.9K ﹤0.01% 1999
2024
Q3 		$500K Sell
47,788
-4,526
-9% -$46K ﹤0.01% 1954
2024
Q2 		$499K Sell
52,314
-6,426
-11% -$61.5K ﹤0.01% 1956
2024
Q1 		$582K Buy
58,740
+17,992
+44% +$174K ﹤0.01% 1954
2023
Q4 		$400K Sell
40,748
-5,912
-13% -$52K ﹤0.01% 2001
2023
Q3 		$440K Buy
46,660
+3,947
+9% +$39.1K ﹤0.01% 1979
2023
Q2 		$433K Sell
42,713
-14,388
-25% -$140K ﹤0.01% 1985
2023
Q1 		$576K Buy
57,101
+2,258
+4% +$24.6K ﹤0.01% 1941
2022
Q4 		$568K Sell
54,843
-2,744
-5% -$25.1K ﹤0.01% 1946
2022
Q3 		$485K Buy
57,587
+3,743
+7% +$44K ﹤0.01% 1967
2022
Q2 		$596K Sell
53,844
-9,881
-16% -$117K ﹤0.01% 2016
2022
Q1 		$835K Buy
63,725
+15,613
+32% +$218K ﹤0.01% 2013
2021
Q4 		$724K Sell
48,112
-5,608
-10% -$88.9K ﹤0.01% 2048
2021
Q3 		$847K Sell
53,720
-2,004
-4% -$32.5K ﹤0.01% 2049
2021
Q2 		$941K Buy
55,724
+18,625
+50% +$331K ﹤0.01% 2053
2021
Q1 		$622K Buy
37,099
+4,915
+15% +$79.4K ﹤0.01% 2099
2020
Q4 		$502K Sell
32,184
-8,945
-22% -$132K ﹤0.01% 2111
2020
Q3 		$572K Sell
41,129
-6,197
-13% -$85.3K ﹤0.01% 1993
2020
Q2 		$611K Sell
47,326
-15,523
-25% -$195K ﹤0.01% 1927
2020
Q1 		$665K Buy
62,849
+25,966
+70% +$433K ﹤0.01% 1809
2019
Q4 		$652K Sell
36,883
-1,542
-4% -$26.2K ﹤0.01% 1895
2019
Q3 		$618K Buy
38,425
+521
+1% +$8.55K ﹤0.01% 1907
2019
Q2 		$638K Sell
37,904
-17,084
-31% -$297K ﹤0.01% 1912
2019
Q1 		$990K Buy
54,988
+5,536
+11% +$98.9K ﹤0.01% 1831
2018
Q4 		$867K Sell
49,452
-13,970
-22% -$249K ﹤0.01% 1832
2018
Q3 		$1.18M Sell
63,422
-34,788
-35% -$663K ﹤0.01% 1819
2018
Q2 		$1.83M Buy
98,210
+5,170
+6% +$97.7K ﹤0.01% 1764
2018
Q1 		$1.76M Sell
93,040
-38,546
-29% -$731K ﹤0.01% 1759
2017
Q4 		$2.66M Sell
131,586
-18,513
-12% -$381K ﹤0.01% 1715
2017
Q3 		$3.25M Buy
150,099
+11,909
+9% +$255K ﹤0.01% 1664
2017
Q2 		$2.94M Buy
138,190
+95,502
+224% +$1.98M ﹤0.01% 1695
2017
Q1 		$849K Sell
42,688
-30,461
-42% -$587K ﹤0.01% 1836
2016
Q4 		$1.33M Buy
73,149
+30,541
+72% +$579K ﹤0.01% 1773
2016
Q3 		$833K Sell
42,608
-98
-0.2% -$1.92K ﹤0.01% 1797
2016
Q2 		$846K Sell
42,706
-9,495
-18% -$179K ﹤0.01% 1779
2016
Q1 		$973K Buy
52,201
+12,596
+32% +$224K ﹤0.01% 1736
2015
Q4 		$687K Buy
39,605
+333
+0.8% +$6.05K ﹤0.01% 1822
2015
Q3 		$734K Sell
39,272
-5,394
-12% -$104K ﹤0.01% 1820
2015
Q2 		$821K Sell
44,666
-5,159
-10% -$106K ﹤0.01% 1809
2015
Q1 		$1.06M Sell
49,825
-23,936
-32% -$518K ﹤0.01% 1756
2014
Q4 		$1.61M Buy
73,761
+29,918
+68% +$675K ﹤0.01% 1721
2014
Q3 		$932K Buy
43,843
+2,160
+5% +$49.8K ﹤0.01% 1770
2014
Q2 		$976K Hold
41,683
– – ﹤0.01% 1797
2014
Q1 		$896K Sell
41,683
-80,201
-66% -$1.72M ﹤0.01% 1785
2013
Q4 		$2.35M Buy
121,884
+14,305
+13% +$305K ﹤0.01% 1631
2013
Q3 		$2.43M Buy
107,579
+19,047
+22% +$429K 0.01% 1595
2013
Q2 		$2.04M Buy
+88,532
New +$2.56M ﹤0.01% 1595

Other funds holding AGNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group's AGNC Position: Q2 2026 in Review

Principal Financial Group reduced its AGNC Investment (AGNC) stake by 59% in Q2 2026, selling an estimated $187K and leaving 12,365 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

Principal Financial Group first reported a position in AGNC in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.25M in Q3 2017. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Principal Financial Group held 12,365 shares of AGNC Investment worth $135K as of Q2 2026.
  • Principal Financial Group sold 17,791 AGNC Investment shares in Q2 2026, an estimated $187K.
  • AGNC Investment made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #2100 holding.
  • Principal Financial Group first reported a position in AGNC Investment in Q2 2013 and has held it in 53 quarters since.
  • Principal Financial Group's AGNC Investment position peaked at $3.25M in Q3 2017.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.