Principal Financial Group
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Principal Financial Group’s Franklin Templeton BEN Stock Holding History

Principal Financial Group’s Portfolio BEN Stock Details BEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.1M Sell
334,101
-7,283
-2% -$218K 0.01% 1338
2026
Q1 		$8.06M Sell
341,384
-9,159
-3% -$236K ﹤0.01% 1433
2025
Q4 		$8.37M Sell
350,543
-38,063
-10% -$874K ﹤0.01% 1406
2025
Q3 		$8.99M Sell
388,606
-27,195
-7% -$672K ﹤0.01% 1347
2025
Q2 		$9.92M Sell
415,801
-48,437
-10% -$998K 0.01% 1274
2025
Q1 		$8.94M Buy
464,238
+85,407
+23% +$1.71M 0.01% 1324
2024
Q4 		$7.69M Sell
378,831
-2,361
-0.6% -$49.7K ﹤0.01% 1417
2024
Q3 		$7.68M Buy
381,192
+32,490
+9% +$700K ﹤0.01% 1406
2024
Q2 		$7.79M Sell
348,702
-7,966
-2% -$192K ﹤0.01% 1391
2024
Q1 		$10M Buy
356,668
+25,203
+8% +$694K 0.01% 1301
2023
Q4 		$9.87M Sell
331,465
-9,908
-3% -$246K 0.01% 1289
2023
Q3 		$8.39M Sell
341,373
-6,798
-2% -$184K 0.01% 1320
2023
Q2 		$9.3M Sell
348,171
-14,902
-4% -$385K 0.01% 1287
2023
Q1 		$9.78M Sell
363,073
-1,815
-0.5% -$53K 0.01% 1263
2022
Q4 		$9.63M Sell
364,888
-29,919
-8% -$743K 0.01% 1255
2022
Q3 		$8.5M Sell
394,807
-51,702
-12% -$1.33M 0.01% 1279
2022
Q2 		$10.4M Buy
446,509
+97,332
+28% +$2.49M 0.01% 1234
2022
Q1 		$9.75M Buy
349,177
+4,685
+1% +$143K 0.01% 1384
2021
Q4 		$11.5M Sell
344,492
-14,361
-4% -$473K 0.01% 1311
2021
Q3 		$10.7M Buy
358,853
+7,440
+2% +$232K 0.01% 1372
2021
Q2 		$11.2M Buy
351,413
+9,686
+3% +$314K 0.01% 1365
2021
Q1 		$10.1M Sell
341,727
-14,389
-4% -$393K 0.01% 1378
2020
Q4 		$8.9M Sell
356,116
-20,582
-5% -$460K 0.01% 1302
2020
Q3 		$7.67M Sell
376,698
-55,667
-13% -$1.17M 0.01% 1226
2020
Q2 		$9.07M Buy
432,365
+27,029
+7% +$510K 0.01% 1120
2020
Q1 		$6.76M Buy
405,336
+4,367
+1% +$100K 0.01% 1124
2019
Q4 		$10.4M Sell
400,969
-18,223
-4% -$495K 0.01% 1219
2019
Q3 		$12.1M Sell
419,192
-25,063
-6% -$766K 0.01% 1107
2019
Q2 		$15.5M Buy
444,255
+3,810
+0.9% +$130K 0.01% 967
2019
Q1 		$14.6M Buy
440,445
+5,995
+1% +$189K 0.01% 991
2018
Q4 		$12.9M Sell
434,450
-25,259
-5% -$777K 0.01% 1005
2018
Q3 		$14M Sell
459,709
-13,510
-3% -$435K 0.01% 1100
2018
Q2 		$15.2M Buy
473,219
+7,494
+2% +$251K 0.01% 1019
2018
Q1 		$16.2M Sell
465,725
-5,851
-1% -$238K 0.02% 939
2017
Q4 		$20.4M Sell
471,576
-378,069
-44% -$16.4M 0.02% 804
2017
Q3 		$37.8M Sell
849,645
-34,850
-4% -$1.53M 0.04% 479
2017
Q2 		$39.6M Buy
884,495
+397,794
+82% +$17M 0.04% 473
2017
Q1 		$20.5M Buy
486,701
+5,379
+1% +$223K 0.02% 697
2016
Q4 		$19.1M Sell
481,322
-10,136
-2% -$379K 0.02% 724
2016
Q3 		$17.5M Sell
491,458
-12,922
-3% -$457K 0.02% 743
2016
Q2 		$16.8M Sell
504,380
-886
-0.2% -$32.2K 0.02% 718
2016
Q1 		$19.7M Buy
505,266
+2,958
+0.6% +$105K 0.03% 596
2015
Q4 		$18.5M Buy
502,308
+1,140
+0.2% +$44.6K 0.03% 603
2015
Q3 		$18.7M Buy
501,168
+3,242
+0.7% +$140K 0.03% 574
2015
Q2 		$24.4M Sell
497,926
-19,672
-4% -$1.01M 0.04% 494
2015
Q1 		$26.6M Buy
517,598
+28,829
+6% +$1.53M 0.04% 433
2014
Q4 		$27.1M Buy
488,769
+5,003
+1% +$276K 0.04% 426
2014
Q3 		$26.4M Sell
483,766
-346
-0.1% -$19.4K 0.04% 402
2014
Q2 		$28M Sell
484,112
-16,123
-3% -$882K 0.05% 388
2014
Q1 		$27.1M Buy
500,235
+6,269
+1% +$337K 0.05% 398
2013
Q4 		$28.5M Buy
493,966
+101
+0% +$5.45K 0.05% 376
2013
Q3 		$25M Sell
493,865
-2,071
-0.4% -$100K 0.05% 375
2013
Q2 		$22.5M Buy
+495,936
New +$25.2M 0.05% 393

Other funds holding BEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

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

Principal Financial Group reduced its Franklin Templeton (BEN) stake by 2.1% in Q2 2026, selling an estimated $218K and leaving 334,101 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #1338.

Principal Financial Group first reported a position in BEN in Q2 2013 and has held it in 53 quarters since. The position peaked at $39.6M in Q2 2017. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Principal Financial Group held 334,101 shares of Franklin Templeton worth $11.1M as of Q2 2026.
  • Principal Financial Group sold 7,283 Franklin Templeton shares in Q2 2026, an estimated $218K.
  • Franklin Templeton made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1338 holding.
  • Principal Financial Group first reported a position in Franklin Templeton in Q2 2013 and has held it in 53 quarters since.
  • Principal Financial Group's Franklin Templeton position peaked at $39.6M in Q2 2017.
  • 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

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