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Principal Financial Group’s
Jackson Financial
JXN
Stock Holding History
Principal Financial Group’s Portfolio
JXN Stock Details
JXN Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$36.4M
Buy
344,040
+20,035
+6%
+$2.24M
0.02%
593
2025
Q4
$34.6M
Sell
324,005
-12,455
-4%
-$1.24M
0.02%
603
2025
Q3
$34.1M
Sell
336,460
-17,784
-5%
-$1.66M
0.02%
607
2025
Q2
$31.5M
Sell
354,244
-75,545
-18%
-$6.12M
0.02%
619
2025
Q1
$36M
Buy
429,789
+11,805
+3%
+$1.05M
0.02%
538
2024
Q4
$36.4M
Buy
417,984
+10,880
+3%
+$1.06M
0.02%
569
2024
Q3
$37.1M
Buy
407,104
+1,152
+0.3%
+$96.1K
0.02%
566
2024
Q2
$30.1M
Sell
405,952
-21,918
-5%
-$1.57M
0.02%
643
2024
Q1
$28.3M
Sell
427,870
-20,428
-5%
-$1.11M
0.02%
711
2023
Q4
$23M
Sell
448,298
-2,251
-0.5%
-$99.1K
0.01%
796
2023
Q3
$17.2M
Buy
450,549
+406,093
+913%
+$14.2M
0.01%
902
2023
Q2
$1.36M
Sell
44,456
-4,096
-8%
-$132K
﹤0.01%
1802
2023
Q1
$1.82M
Sell
48,552
-4,303
-8%
-$177K
﹤0.01%
1782
2022
Q4
$1.84M
Buy
52,855
+16,283
+45%
+$566K
﹤0.01%
1776
2022
Q3
$1.01M
Sell
36,572
-46,127
-56%
-$1.36M
﹤0.01%
1838
2022
Q2
$2.21M
Buy
+82,699
New
+$3.02M
﹤0.01%
1776
2021
Q4
–
Sell
-139,123
Closed
-$3.62M
–
2584
2021
Q3
$3.62M
Buy
+139,123
New
+$3.79M
﹤0.01%
1775
Other funds holding JXN
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
TGA
TPG GP A
Fort Worth, Texas
$3.68B AUM
14.99%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
DSC
Donald Smith & Co
New York
$5.56B AUM
47.13%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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