Principal Financial Group
JXN icon

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
Q2 		$34.5M Sell
336,994
-7,046
-2% -$763K 0.02% 682
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Principal Financial Group reduced its Jackson Financial (JXN) stake by 2% in Q2 2026, selling an estimated $763K and leaving 336,994 shares worth $34.5M. The position accounts for 0.02% of the portfolio, ranked #682.

Principal Financial Group first reported a position in JXN in Q3 2021 and has held it in 18 quarters since. The position peaked at $37.1M in Q3 2024. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Principal Financial Group held 336,994 shares of Jackson Financial worth $34.5M as of Q2 2026.
  • Principal Financial Group sold 7,046 Jackson Financial shares in Q2 2026, an estimated $763K.
  • Jackson Financial made up 0.02% of Principal Financial Group's portfolio in Q2 2026, its #682 holding.
  • Principal Financial Group first reported a position in Jackson Financial in Q3 2021 and has held it in 18 quarters since.
  • Principal Financial Group's Jackson Financial position peaked at $37.1M in Q3 2024.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

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