Principal Financial Group
IMO icon

Principal Financial Group’s Imperial Oil IMO Stock Holding History

Principal Financial Group’s Portfolio IMO Stock Details IMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.98M Sell
17,665
-2,739
-13% -$343K ﹤0.01% 1847
2026
Q1 		$2.66M Buy
20,404
+3,528
+21% +$396K ﹤0.01% 1787
2025
Q4 		$1.46M Buy
16,876
+1,938
+13% +$176K ﹤0.01% 1893
2025
Q3 		$1.35M Buy
14,938
+7,128
+91% +$616K ﹤0.01% 1876
2025
Q2 		$619K Sell
7,810
-8,986
-54% -$642K ﹤0.01% 1960
2025
Q1 		$1.21M Buy
16,796
+1,200
+8% +$82.4K ﹤0.01% 1831
2024
Q4 		$961K Sell
15,596
-1,040
-6% -$75.4K ﹤0.01% 1877
2024
Q3 		$1.17M Sell
16,636
-906
-5% -$64.1K ﹤0.01% 1833
2024
Q2 		$1.2M Buy
17,542
+4,002
+30% +$276K ﹤0.01% 1836
2024
Q1 		$935K Buy
13,540
+3,980
+42% +$243K ﹤0.01% 1875
2023
Q4 		$547K Sell
9,560
-3,383
-26% -$194K ﹤0.01% 1947
2023
Q3 		$801K Sell
12,943
-1,400
-10% -$76.7K ﹤0.01% 1870
2023
Q2 		$735K Buy
+14,343
New +$713K ﹤0.01% 1882
2022
Q3 		– Sell
-55,231
Closed -$2.6M – 2535
2022
Q2 		$2.6M Buy
55,231
+48,755
+753% +$2.49M ﹤0.01% 1750
2022
Q1 		$314K Buy
+6,476
New +$278K ﹤0.01% 2226

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Principal Financial Group reduced its Imperial Oil (IMO) stake by 13% in Q2 2026, selling an estimated $343K and leaving 17,665 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

Principal Financial Group first reported a position in IMO in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.66M in Q1 2026. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • Principal Financial Group held 17,665 shares of Imperial Oil worth $1.98M as of Q2 2026.
  • Principal Financial Group sold 2,739 Imperial Oil shares in Q2 2026, an estimated $343K.
  • Imperial Oil made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1847 holding.
  • Principal Financial Group first reported a position in Imperial Oil in Q1 2022 and has held it in 15 quarters since.
  • Principal Financial Group's Imperial Oil position peaked at $2.66M in Q1 2026.
  • 413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

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