Principal Financial Group’s Annaly Capital Management NLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $37.6M | Buy |
1,679,569
+60,537
| +4% | +$1.34M | 0.02% | 637 |
|
|
2026
Q1 | $34.2M | Buy |
1,619,032
+135,286
| +9% | +$3.08M | 0.02% | 623 |
|
|
2025
Q4 | $33.2M | Buy |
1,483,746
+57,517
| +4% | +$1.25M | 0.02% | 616 |
|
|
2025
Q3 | $28.8M | Buy |
1,426,229
+45,269
| +3% | +$939K | 0.01% | 669 |
|
|
2025
Q2 | $26M | Buy |
1,380,960
+51,157
| +4% | +$973K | 0.01% | 709 |
|
|
2025
Q1 | $27M | Buy |
1,329,803
+44,769
| +3% | +$921K | 0.02% | 666 |
|
|
2024
Q4 | $23.5M | Buy |
1,285,034
+124,755
| +11% | +$2.44M | 0.01% | 754 |
|
|
2024
Q3 | $23.3M | Sell |
1,160,279
-506,210
| -30% | -$10.1M | 0.01% | 758 |
|
|
2024
Q2 | $31.8M | Sell |
1,666,489
-217,069
| -12% | -$4.21M | 0.02% | 618 |
|
|
2024
Q1 | $37.1M | Buy |
1,883,558
+47,879
| +3% | +$923K | 0.02% | 585 |
|
|
2023
Q4 | $35.6M | Buy |
1,835,679
+13,741
| +0.8% | +$245K | 0.02% | 565 |
|
|
2023
Q3 | $34.3M | Sell |
1,821,938
-32,538
| -2% | -$647K | 0.02% | 535 |
|
|
2023
Q2 | $37.1M | Buy |
1,854,476
+1,109
| +0.1% | +$21.5K | 0.03% | 534 |
|
|
2023
Q1 | $35.4M | Buy |
1,853,367
+18,262
| +1% | +$385K | 0.03% | 546 |
|
|
2022
Q4 | $38.7M | Buy |
1,835,105
+106,306
| +6% | +$2.09M | 0.03% | 495 |
|
|
2022
Q3 | $29.7M | Buy |
1,728,799
+1,678,962
| +3,369% | +$42.3M | 0.02% | 544 |
|
|
2022
Q2 | $1.18M | Buy |
49,837
+6,863
| +16% | +$178K | ﹤0.01% | 1886 |
|
|
2022
Q1 | $1.21M | Buy |
42,974
+10,700
| +33% | +$318K | ﹤0.01% | 1945 |
|
|
2021
Q4 | $1.01M | Sell |
32,274
-3,492
| -10% | -$117K | ﹤0.01% | 1978 |
|
|
2021
Q3 | $1.2M | Sell |
35,766
-1,083
| -3% | -$37.3K | ﹤0.01% | 1967 |
|
|
2021
Q2 | $1.31M | Buy |
36,849
+9,480
| +35% | +$344K | ﹤0.01% | 1990 |
|
|
2021
Q1 | $941K | Buy |
27,369
+6,528
| +31% | +$221K | ﹤0.01% | 2004 |
|
|
2020
Q4 | $704K | Sell |
20,841
-5,119
| -20% | -$158K | ﹤0.01% | 2027 |
|
|
2020
Q3 | $739K | Sell |
25,960
-3,867
| -13% | -$112K | ﹤0.01% | 1929 |
|
|
2020
Q2 | $783K | Sell |
29,827
-9,548
| -24% | -$236K | ﹤0.01% | 1875 |
|
|
2020
Q1 | $799K | Buy |
39,375
+15,278
| +63% | +$537K | ﹤0.01% | 1775 |
|
|
2019
Q4 | $908K | Sell |
24,097
-15,175
| -39% | -$553K | ﹤0.01% | 1850 |
|
|
2019
Q3 | $1.38M | Buy |
39,272
+8,113
| +26% | +$292K | ﹤0.01% | 1782 |
|
|
2019
Q2 | $1.14M | Sell |
31,159
-16,893
| -35% | -$644K | ﹤0.01% | 1821 |
|
|
2019
Q1 | $1.92M | Buy |
48,052
+5,230
| +12% | +$213K | ﹤0.01% | 1743 |
|
|
2018
Q4 | $1.68M | Sell |
42,822
-1,481,493
| -97% | -$59.2M | ﹤0.01% | 1742 |
|
|
2018
Q3 | $62.4M | Sell |
1,524,315
-1,033,701
| -40% | -$43.3M | 0.06% | 364 |
|
|
2018
Q2 | $105M | Buy |
2,558,016
+6,689
| +0.3% | +$279K | 0.1% | 238 |
|
|
2018
Q1 | $106M | Sell |
2,551,327
-154,259
| -6% | -$6.57M | 0.1% | 236 |
|
|
2017
Q4 | $129M | Buy |
2,705,586
+153,244
| +6% | +$7.27M | 0.12% | 227 |
|
|
2017
Q3 | $124M | Sell |
2,552,342
-144,983
| -5% | -$7.1M | 0.12% | 219 |
|
|
2017
Q2 | $130M | Buy |
2,697,325
+2,532,645
| +1,538% | +$120M | 0.13% | 205 |
|
|
2017
Q1 | $7.32M | Buy |
164,680
+131,624
| +398% | +$5.6M | 0.01% | 1377 |
|
|
2016
Q4 | $1.32M | Buy |
33,056
+308
| +0.9% | +$12.5K | ﹤0.01% | 1775 |
|
|
2016
Q3 | $1.38M | Sell |
32,748
-8,692
| -21% | -$377K | ﹤0.01% | 1723 |
|
|
2016
Q2 | $1.83M | Sell |
41,440
-8,315
| -17% | -$354K | ﹤0.01% | 1670 |
|
|
2016
Q1 | $2.04M | Buy |
49,755
+15,252
| +44% | +$598K | ﹤0.01% | 1631 |
|
|
2015
Q4 | $1.29M | Buy |
34,503
+376
| +1% | +$14.7K | ﹤0.01% | 1716 |
|
|
2015
Q3 | $1.35M | Sell |
34,127
-7,544
| -18% | -$302K | ﹤0.01% | 1728 |
|
|
2015
Q2 | $1.53M | Buy |
41,671
+7,568
| +22% | +$306K | ﹤0.01% | 1731 |
|
|
2015
Q1 | $1.42M | Buy |
34,103
+3,010
| +10% | +$128K | ﹤0.01% | 1710 |
|
|
2014
Q4 | $1.34M | Sell |
31,093
-9,052
| -23% | -$409K | ﹤0.01% | 1755 |
|
|
2014
Q3 | $1.72M | Buy |
40,145
+1,428
| +4% | +$65.3K | ﹤0.01% | 1680 |
|
|
2014
Q2 | $1.77M | Sell |
38,717
-7,453
| -16% | -$344K | ﹤0.01% | 1712 |
|
|
2014
Q1 | $2.03M | Buy |
46,170
+3,394
| +8% | +$147K | ﹤0.01% | 1653 |
|
|
2013
Q4 | $1.71M | Buy |
42,776
+5,168
| +14% | +$224K | ﹤0.01% | 1700 |
|
|
2013
Q3 | $1.74M | Sell |
37,608
-13,440
| -26% | -$632K | ﹤0.01% | 1659 |
|
|
2013
Q2 | $2.57M | Buy |
+51,048
| New | +$2.98M | 0.01% | 1526 |
|
Other funds holding NLY
Principal Financial Group's NLY Position: Q2 2026 in Review
Principal Financial Group increased its Annaly Capital Management (NLY) stake by 3.7% in Q2 2026, buying an estimated $1.34M and bringing the position to 1,679,569 shares worth $37.6M. The position accounts for 0.02% of the portfolio, ranked #637.
Principal Financial Group first reported a position in NLY in Q2 2013 and has held it in 53 quarters since. The position peaked at $130M in Q2 2017. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.
- Principal Financial Group held 1,679,569 shares of Annaly Capital Management worth $37.6M as of Q2 2026.
- Principal Financial Group bought 60,537 Annaly Capital Management shares in Q2 2026, an estimated $1.34M.
- Annaly Capital Management made up 0.02% of Principal Financial Group's portfolio in Q2 2026, its #637 holding.
- Principal Financial Group first reported a position in Annaly Capital Management in Q2 2013 and has held it in 53 quarters since.
- Principal Financial Group's Annaly Capital Management position peaked at $130M in Q2 2017.
- 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.