Principal Financial Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $305M | Buy |
900,918
+98,728
| +12% | +$31.6M | 0.15% | 138 |
|
|
2026
Q1 | $243M | Sell |
802,190
-15,867
| -2% | -$5.32M | 0.13% | 156 |
|
|
2025
Q4 | $303M | Buy |
818,057
+208,769
| +34% | +$74.7M | 0.15% | 139 |
|
|
2025
Q3 | $202M | Sell |
609,288
-24,830
| -4% | -$7.9M | 0.1% | 186 |
|
|
2025
Q2 | $202M | Sell |
634,118
-46,190
| -7% | -$13M | 0.11% | 183 |
|
|
2025
Q1 | $183M | Buy |
680,308
+35,295
| +5% | +$10.4M | 0.1% | 184 |
|
|
2024
Q4 | $191M | Sell |
645,013
-7,999
| -1% | -$2.3M | 0.1% | 176 |
|
|
2024
Q3 | $177M | Buy |
653,012
+28,371
| +5% | +$7.06M | 0.1% | 187 |
|
|
2024
Q2 | $145M | Sell |
624,641
-14,287
| -2% | -$3.31M | 0.09% | 197 |
|
|
2024
Q1 | $145M | Sell |
638,928
-5,191
| -0.8% | -$1.08M | 0.09% | 200 |
|
|
2023
Q4 | $121M | Sell |
644,119
-7,939
| -1% | -$1.28M | 0.08% | 217 |
|
|
2023
Q3 | $97.3M | Sell |
652,058
-25,537
| -4% | -$4.18M | 0.07% | 232 |
|
|
2023
Q2 | $118M | Sell |
677,595
-8,999
| -1% | -$1.45M | 0.08% | 217 |
|
|
2023
Q1 | $113M | Buy |
686,594
+5,126
| +0.8% | +$850K | 0.08% | 221 |
|
|
2022
Q4 | $101M | Sell |
681,468
-23,892
| -3% | -$3.54M | 0.08% | 231 |
|
|
2022
Q3 | $95.2M | Sell |
705,360
-37,557
| -5% | -$5.68M | 0.08% | 226 |
|
|
2022
Q2 | $103M | Buy |
742,917
+3,401
| +0.5% | +$562K | 0.08% | 223 |
|
|
2022
Q1 | $138M | Sell |
739,516
-17,112
| -2% | -$3.09M | 0.09% | 215 |
|
|
2021
Q4 | $124M | Sell |
756,628
-38,505
| -5% | -$6.57M | 0.07% | 225 |
|
|
2021
Q3 | $133M | Sell |
795,133
-30
| -0% | -$5.02K | 0.09% | 220 |
|
|
2021
Q2 | $131M | Buy |
795,163
+33,659
| +4% | +$5.27M | 0.08% | 222 |
|
|
2021
Q1 | $108M | Sell |
761,504
-64,874
| -8% | -$8.57M | 0.08% | 243 |
|
|
2020
Q4 | $99.9M | Sell |
826,378
-58,053
| -7% | -$6.43M | 0.07% | 254 |
|
|
2020
Q3 | $88.7M | Sell |
884,431
-60,574
| -6% | -$5.96M | 0.07% | 250 |
|
|
2020
Q2 | $90M | Sell |
945,005
-5,896
| -0.6% | -$543K | 0.08% | 256 |
|
|
2020
Q1 | $81.4M | Buy |
950,901
+831
| +0.1% | +$96.7K | 0.09% | 241 |
|
|
2019
Q4 | $118M | Sell |
950,070
-39,178
| -4% | -$4.68M | 0.1% | 235 |
|
|
2019
Q3 | $117M | Sell |
989,248
-11,249
| -1% | -$1.38M | 0.1% | 227 |
|
|
2019
Q2 | $124M | Sell |
1,000,497
-13,885
| -1% | -$1.63M | 0.11% | 213 |
|
|
2019
Q1 | $111M | Sell |
1,014,382
-17,867
| -2% | -$1.88M | 0.1% | 224 |
|
|
2018
Q4 | $98.4M | Sell |
1,032,249
-24,989
| -2% | -$2.61M | 0.1% | 228 |
|
|
2018
Q3 | $113M | Buy |
1,057,238
+5,502
| +0.5% | +$572K | 0.1% | 243 |
|
|
2018
Q2 | $103M | Buy |
1,051,736
+25,910
| +3% | +$2.55M | 0.09% | 240 |
|
|
2018
Q1 | $95.7M | Sell |
1,025,826
-17,425
| -2% | -$1.69M | 0.09% | 253 |
|
|
2017
Q4 | $104M | Buy |
1,043,251
+12,129
| +1% | +$1.16M | 0.1% | 257 |
|
|
2017
Q3 | $93.3M | Sell |
1,031,122
-49,193
| -5% | -$4.23M | 0.09% | 275 |
|
|
2017
Q2 | $91M | Sell |
1,080,315
-2,403
| -0.2% | -$190K | 0.09% | 273 |
|
|
2017
Q1 | $85.7M | Buy |
1,082,718
+13,055
| +1% | +$1.02M | 0.1% | 210 |
|
|
2016
Q4 | $79.2M | Sell |
1,069,663
-22,495
| -2% | -$1.56M | 0.1% | 213 |
|
|
2016
Q3 | $69.9M | Sell |
1,092,158
-20,958
| -2% | -$1.35M | 0.09% | 226 |
|
|
2016
Q2 | $67.6M | Sell |
1,113,116
-209,190
| -16% | -$13.3M | 0.09% | 225 |
|
|
2016
Q1 | $81.2M | Buy |
1,322,306
+68
| +0% | +$3.96K | 0.12% | 194 |
|
|
2015
Q4 | $92M | Buy |
1,322,238
+3,705
| +0.3% | +$270K | 0.14% | 178 |
|
|
2015
Q3 | $97.7M | Sell |
1,318,533
-1,191
| -0.1% | -$91.6K | 0.15% | 174 |
|
|
2015
Q2 | $103M | Buy |
1,319,724
+72,693
| +6% | +$5.77M | 0.15% | 180 |
|
|
2015
Q1 | $97.4M | Buy |
1,247,031
+12,652
| +1% | +$1.05M | 0.15% | 185 |
|
|
2014
Q4 | $115M | Buy |
1,234,379
+18,376
| +2% | +$1.65M | 0.18% | 159 |
|
|
2014
Q3 | $106M | Buy |
1,216,003
+4,203
| +0.3% | +$378K | 0.18% | 153 |
|
|
2014
Q2 | $115M | Buy |
1,211,800
+397
| +0% | +$35.8K | 0.19% | 138 |
|
|
2014
Q1 | $109M | Sell |
1,211,403
-2,143
| -0.2% | -$191K | 0.19% | 137 |
|
|
2013
Q4 | $110M | Buy |
1,213,546
+10,750
| +0.9% | +$883K | 0.21% | 127 |
|
|
2013
Q3 | $90.8M | Buy |
1,202,796
+60,704
| +5% | +$4.57M | 0.19% | 146 |
|
|
2013
Q2 | $85.4M | Buy |
+1,142,092
| New | +$81.3M | 0.19% | 142 |
|
Other funds holding AXP
Principal Financial Group's AXP Position: Q2 2026 in Review
Principal Financial Group increased its American Express (AXP) stake by 12% in Q2 2026, buying an estimated $31.6M and bringing the position to 900,918 shares worth $305M. The position accounts for 0.15% of the portfolio, ranked #138.
Principal Financial Group first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Principal Financial Group held 900,918 shares of American Express worth $305M as of Q2 2026.
- Principal Financial Group bought 98,728 American Express shares in Q2 2026, an estimated $31.6M.
- American Express made up 0.15% of Principal Financial Group's portfolio in Q2 2026, its #138 holding.
- Principal Financial Group first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.