Principal Financial Group
BXMT icon

Principal Financial Group’s Blackstone Mortgage Trust BXMT Stock Holding History

Principal Financial Group’s Portfolio BXMT Stock Details BXMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.8M Sell
755,358
-15,543
-2% -$290K 0.01% 1272
2026
Q1 		$14.8M Buy
770,901
+19,423
+3% +$375K 0.01% 1101
2025
Q4 		$14.4M Sell
751,478
-18,751
-2% -$356K 0.01% 1088
2025
Q3 		$14.2M Sell
770,229
-68,209
-8% -$1.32M 0.01% 1071
2025
Q2 		$16.1M Sell
838,438
-16,179
-2% -$307K 0.01% 975
2025
Q1 		$17.1M Buy
854,617
+15,644
+2% +$302K 0.01% 933
2024
Q4 		$14.6M Buy
838,973
+20,487
+3% +$379K 0.01% 1063
2024
Q3 		$15.6M Sell
818,486
-37,772
-4% -$694K 0.01% 1005
2024
Q2 		$14.9M Sell
856,258
-38,239
-4% -$690K 0.01% 1041
2024
Q1 		$17.8M Sell
894,497
-3,563
-0.4% -$71.7K 0.01% 991
2023
Q4 		$19.1M Sell
898,060
-30,089
-3% -$649K 0.01% 901
2023
Q3 		$20.2M Buy
928,149
+909,838
+4,969% +$20.2M 0.01% 795
2023
Q2 		$381K Sell
18,311
-1,319
-7% -$24.3K ﹤0.01% 2014
2023
Q1 		$350K Buy
19,630
+8,540
+77% +$182K ﹤0.01% 2053
2022
Q4 		$235K Sell
11,090
-6,511
-37% -$154K ﹤0.01% 2158
2022
Q3 		$411K Buy
17,601
+8,693
+98% +$252K ﹤0.01% 2005
2022
Q2 		$246K Sell
8,908
-31,275
-78% -$946K ﹤0.01% 2235
2022
Q1 		$1.28M Sell
40,183
-24,777
-38% -$778K ﹤0.01% 1935
2021
Q4 		$1.99M Sell
64,960
-73,779
-53% -$2.35M ﹤0.01% 1857
2021
Q3 		$4.21M Sell
138,739
-24,822
-15% -$788K ﹤0.01% 1733
2021
Q2 		$5.22M Buy
163,561
+46,461
+40% +$1.5M ﹤0.01% 1702
2021
Q1 		$3.63M Buy
117,100
+51,795
+79% +$1.51M ﹤0.01% 1748
2020
Q4 		$1.8M Buy
65,305
+1,631
+3% +$41.2K ﹤0.01% 1817
2020
Q3 		$1.4M Sell
63,674
-5,379
-8% -$126K ﹤0.01% 1806
2020
Q2 		$1.66M Buy
69,053
+8,933
+15% +$205K ﹤0.01% 1736
2020
Q1 		$1.12M Buy
60,120
+17,923
+42% +$609K ﹤0.01% 1718
2019
Q4 		$1.57M Sell
42,197
-5,180
-11% -$188K ﹤0.01% 1764
2019
Q3 		$1.7M Buy
47,377
+6,073
+15% +$216K ﹤0.01% 1745
2019
Q2 		$1.47M Sell
41,304
-2,073
-5% -$73.8K ﹤0.01% 1781
2019
Q1 		$1.5M Sell
43,377
-19,958
-32% -$677K ﹤0.01% 1777
2018
Q4 		$2.02M Sell
63,335
-217,785
-77% -$7.37M ﹤0.01% 1713
2018
Q3 		$9.42M Sell
281,120
-176,724
-39% -$5.9M 0.01% 1353
2018
Q2 		$14.4M Sell
457,844
-66,436
-13% -$2.09M 0.01% 1061
2018
Q1 		$16.5M Buy
524,280
+129,991
+33% +$4.07M 0.02% 920
2017
Q4 		$12.7M Buy
394,289
+14,122
+4% +$453K 0.01% 1120
2017
Q3 		$11.8M Buy
380,167
+51,972
+16% +$1.62M 0.01% 1134
2017
Q2 		$10.4M Buy
328,195
+115,008
+54% +$3.58M 0.01% 1202
2017
Q1 		$6.6M Buy
213,187
+71,096
+50% +$2.19M 0.01% 1433
2016
Q4 		$4.27M Buy
142,091
+99,857
+236% +$2.97M 0.01% 1567
2016
Q3 		$1.24M Buy
+42,234
New +$1.22M ﹤0.01% 1739

Other funds holding BXMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Principal Financial Group reduced its Blackstone Mortgage Trust (BXMT) stake by 2% in Q2 2026, selling an estimated $290K and leaving 755,358 shares worth $12.8M. The position accounts for 0.01% of the portfolio, ranked #1272.

Principal Financial Group first reported a position in BXMT in Q3 2016 and has held it in 40 quarters since. The position peaked at $20.2M in Q3 2023. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • Principal Financial Group held 755,358 shares of Blackstone Mortgage Trust worth $12.8M as of Q2 2026.
  • Principal Financial Group sold 15,543 Blackstone Mortgage Trust shares in Q2 2026, an estimated $290K.
  • Blackstone Mortgage Trust made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1272 holding.
  • Principal Financial Group first reported a position in Blackstone Mortgage Trust in Q3 2016 and has held it in 40 quarters since.
  • Principal Financial Group's Blackstone Mortgage Trust position peaked at $20.2M in Q3 2023.
  • 347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

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