Principal Financial Group
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Principal Financial Group’s New Oriental EDU Stock Holding History

Principal Financial Group’s Portfolio EDU Stock Details EDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.69M Buy
+189,300
New +$9.62M ﹤0.01% 1473
2021
Q2 		– Sell
-486,622
Closed -$68.1M – 2616
2021
Q1 		$68.1M Sell
486,622
-95,087
-16% -$16.6M 0.05% 329
2020
Q4 		$108M Buy
581,709
+57,298
+11% +$9.64M 0.08% 236
2020
Q3 		$78.4M Sell
524,411
-110,337
-17% -$15.9M 0.07% 276
2020
Q2 		$82.7M Sell
634,748
-33,660
-5% -$4.1M 0.07% 270
2020
Q1 		$72.3M Buy
668,408
+404,798
+154% +$52M 0.08% 267
2019
Q4 		$32M Sell
263,610
-114,873
-30% -$13.7M 0.03% 542
2019
Q3 		$41.9M Sell
378,483
-81,093
-18% -$8.49M 0.04% 434
2019
Q2 		$44.4M Buy
459,576
+222,402
+94% +$19.9M 0.04% 421
2019
Q1 		$21.4M Buy
237,174
+220,853
+1,353% +$16.6M 0.02% 727
2018
Q4 		$895K Sell
16,321
-975,987
-98% -$56.5M ﹤0.01% 1829
2018
Q3 		$73.4M Buy
992,308
+27,595
+3% +$2.29M 0.06% 312
2018
Q2 		$91.3M Sell
964,713
-38,800
-4% -$3.71M 0.08% 261
2018
Q1 		$88M Sell
1,003,513
-239,261
-19% -$22.3M 0.08% 269
2017
Q4 		$117M Sell
1,242,774
-148,870
-11% -$13.2M 0.11% 238
2017
Q3 		$123M Buy
1,391,644
+100,384
+8% +$8.18M 0.12% 222
2017
Q2 		$91M Sell
1,291,260
-53,016
-4% -$3.64M 0.09% 272
2017
Q1 		$81.2M Sell
1,344,276
-423,937
-24% -$21.5M 0.1% 221
2016
Q4 		$74.4M Buy
1,768,213
+654,602
+59% +$30.8M 0.09% 224
2016
Q3 		$51.6M Sell
1,113,611
-30,814
-3% -$1.34M 0.07% 282
2016
Q2 		$47.9M Buy
1,144,425
+602,992
+111% +$23.8M 0.07% 279
2016
Q1 		$18.7M Buy
+541,433
New +$16.9M 0.03% 615

Other funds holding EDU

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Principal Financial Group opened a new position in New Oriental (EDU) in Q2 2026: 189,300 shares worth $8.69M. The stake represents ﹤0.01% of the portfolio and ranks #1473 among its holdings. This is a return to the name: Principal Financial Group previously reported a position in EDU as recently as Q1 2021.

Principal Financial Group first reported a position in EDU in Q1 2016 and has held it in 22 quarters since. The position peaked at $123M in Q3 2017. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

  • Principal Financial Group held 189,300 shares of New Oriental worth $8.69M as of Q2 2026.
  • New Oriental was a new Principal Financial Group position in Q2 2026.
  • New Oriental made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1473 holding.
  • Principal Financial Group first reported a position in New Oriental in Q1 2016 and has held it in 22 quarters since.
  • Principal Financial Group's New Oriental position peaked at $123M in Q3 2017.
  • 169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

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