Principal Financial Group
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Principal Financial Group’s F&G Annuities & Life FG Stock Holding History

Principal Financial Group’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.77M Buy
+179,379
New +$4.91M ﹤0.01% 1678
2026
Q1 		– Sell
-221,125
Closed -$6.82M – 2222
2025
Q4 		$6.82M Buy
+221,125
New +$6.92M ﹤0.01% 1497
2025
Q3 		– Sell
-110,488
Closed -$3.53M – 2280
2025
Q2 		$3.53M Sell
110,488
-16,467
-13% -$547K ﹤0.01% 1680
2025
Q1 		$4.58M Buy
126,955
+1,373
+1% +$57.6K ﹤0.01% 1596
2024
Q4 		$5.2M Buy
125,582
+5,246
+4% +$231K ﹤0.01% 1581
2024
Q3 		$5.38M Buy
120,336
+22,550
+23% +$933K ﹤0.01% 1548
2024
Q2 		$3.72M Sell
97,786
-74,731
-43% -$2.93M ﹤0.01% 1638
2024
Q1 		$7M Sell
172,517
-4,362
-2% -$182K ﹤0.01% 1463
2023
Q4 		$8.14M Sell
176,879
-1,614
-0.9% -$60.2K 0.01% 1387
2023
Q3 		$5.01M Sell
178,493
-417
-0.2% -$11.3K ﹤0.01% 1533
2023
Q2 		$4.43M Sell
178,910
-12,341
-6% -$242K ﹤0.01% 1580
2023
Q1 		$3.47M Buy
191,251
+8,997
+5% +$180K ﹤0.01% 1652
2022
Q4 		$3.65M Buy
+182,254
New +$3.71M ﹤0.01% 1634

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $3.11B AUM 56.77% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

Principal Financial Group opened a new position in F&G Annuities & Life (FG) in Q2 2026: 179,379 shares worth $4.77M. The stake represents ﹤0.01% of the portfolio and ranks #1678 among its holdings. This is a return to the name: Principal Financial Group previously reported a position in FG as recently as Q4 2025.

Principal Financial Group first reported a position in FG in Q4 2022 and has held it in 13 quarters since. The position peaked at $8.14M in Q4 2023. 321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Principal Financial Group held 179,379 shares of F&G Annuities & Life worth $4.77M as of Q2 2026.
  • F&G Annuities & Life was a new Principal Financial Group position in Q2 2026.
  • F&G Annuities & Life made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1678 holding.
  • Principal Financial Group first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 13 quarters since.
  • Principal Financial Group's F&G Annuities & Life position peaked at $8.14M in Q4 2023.
  • 321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

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