Principal Financial Group
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Principal Financial Group’s Blackstone BX Stock Holding History

Principal Financial Group’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$104M Buy
883,125
+24,161
+3% +$2.9M 0.05% 285
2026
Q1 		$98.8M Buy
858,964
+34,323
+4% +$4.47M 0.05% 286
2025
Q4 		$127M Buy
824,641
+21,781
+3% +$3.31M 0.06% 239
2025
Q3 		$137M Sell
802,860
-7,901
-1% -$1.35M 0.07% 235
2025
Q2 		$121M Sell
810,761
-67,630
-8% -$9.29M 0.06% 246
2025
Q1 		$123M Sell
878,391
-10,655
-1% -$1.73M 0.07% 232
2024
Q4 		$153M Sell
889,046
-20,652
-2% -$3.6M 0.08% 209
2024
Q3 		$139M Buy
909,698
+51,897
+6% +$7.2M 0.08% 228
2024
Q2 		$106M Buy
857,801
+1,774
+0.2% +$218K 0.06% 252
2024
Q1 		$112M Buy
856,027
+49,104
+6% +$6.13M 0.07% 251
2023
Q4 		$106M Sell
806,923
-10,750
-1% -$1.16M 0.07% 247
2023
Q3 		$87.6M Buy
817,673
+764,395
+1,435% +$79.6M 0.06% 261
2023
Q2 		$4.95M Sell
53,278
-42,517
-44% -$3.67M ﹤0.01% 1526
2023
Q1 		$8.41M Sell
95,795
-8,561
-8% -$756K 0.01% 1345
2022
Q4 		$7.74M Sell
104,356
-63,173
-38% -$5.46M 0.01% 1377
2022
Q3 		$14M Buy
167,529
+34,651
+26% +$3.36M 0.01% 992
2022
Q2 		$12.1M Buy
132,878
+5,611
+4% +$606K 0.01% 1144
2022
Q1 		$16.2M Buy
127,267
+3,805
+3% +$464K 0.01% 1067
2021
Q4 		$16M Sell
123,462
-28,407
-19% -$3.79M 0.01% 1112
2021
Q3 		$17.7M Buy
151,869
+51,195
+51% +$5.94M 0.01% 1047
2021
Q2 		$9.78M Buy
100,674
+46,591
+86% +$4.14M 0.01% 1441
2021
Q1 		$4.03M Buy
54,083
+5,919
+12% +$409K ﹤0.01% 1722
2020
Q4 		$3.12M Buy
48,164
+836
+2% +$48.7K ﹤0.01% 1696
2020
Q3 		$2.47M Sell
47,328
-2,748
-5% -$147K ﹤0.01% 1696
2020
Q2 		$2.84M Buy
50,076
+1,322
+3% +$69.6K ﹤0.01% 1614
2020
Q1 		$2.22M Sell
48,754
-3,916
-7% -$217K ﹤0.01% 1568
2019
Q4 		$2.95M Buy
+52,670
New +$2.73M ﹤0.01% 1652

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Principal Financial Group increased its Blackstone (BX) stake by 2.8% in Q2 2026, buying an estimated $2.9M and bringing the position to 883,125 shares worth $104M. The position accounts for 0.05% of the portfolio, ranked #285.

Principal Financial Group first reported a position in BX in Q4 2019 and has held it in 27 quarters since. The position peaked at $153M in Q4 2024. 2,138 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Principal Financial Group held 883,125 shares of Blackstone worth $104M as of Q2 2026.
  • Principal Financial Group bought 24,161 Blackstone shares in Q2 2026, an estimated $2.9M.
  • Blackstone made up 0.05% of Principal Financial Group's portfolio in Q2 2026, its #285 holding.
  • Principal Financial Group first reported a position in Blackstone in Q4 2019 and has held it in 27 quarters since.
  • Principal Financial Group's Blackstone position peaked at $153M in Q4 2024.
  • 2,138 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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