Principal Financial Group
AXIA

Principal Financial Group’s AXIA Energia AXIA Stock Holding History

Principal Financial Group’s Portfolio AXIA Stock Details AXIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$835K Sell
79,106
-10,208
-11% -$116K ﹤0.01% 1965
2026
Q1 		$1.01M Buy
89,314
+1,559
+2% +$16.9K ﹤0.01% 1936
2025
Q4 		$804K Sell
87,755
-13,936
-14% -$121K ﹤0.01% 1988
2025
Q3 		$799K Sell
101,691
-15,449
-13% -$97.3K ﹤0.01% 1965
2025
Q2 		$689K Buy
+117,140
New +$684K ﹤0.01% 1944

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FC
Fundamenta Capital Montevideo $172M AUM
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
NOSC
North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Principal Financial Group reduced its AXIA Energia (AXIA) stake by 11% in Q2 2026, selling an estimated $116K and leaving 79,106 shares worth $835K. The position accounts for ﹤0.01% of the portfolio, ranked #1965.

Principal Financial Group first reported a position in AXIA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.01M in Q1 2026. 67 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Principal Financial Group held 79,106 shares of AXIA Energia worth $835K as of Q2 2026.
  • Principal Financial Group sold 10,208 AXIA Energia shares in Q2 2026, an estimated $116K.
  • AXIA Energia made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1965 holding.
  • Principal Financial Group first reported a position in AXIA Energia in Q2 2025 and has held it in 5 quarters since.
  • Principal Financial Group's AXIA Energia position peaked at $1.01M in Q1 2026.
  • 67 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

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