Principal Financial Group
OEC icon

Principal Financial Group’s Orion OEC Stock Holding History

Principal Financial Group’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.25M Buy
+192,713
New +$1.14M ﹤0.01% 1892
2024
Q3 		– Sell
-26,983
Closed -$592K – 2358
2024
Q2 		$592K Buy
26,983
+2,790
+12% +$67.2K ﹤0.01% 1917
2024
Q1 		$569K Buy
+24,193
New +$559K ﹤0.01% 1957
2022
Q2 		– Sell
-11,095
Closed -$177K – 2609
2022
Q1 		$177K Buy
11,095
+789
+8% +$13.6K ﹤0.01% 2357
2021
Q4 		$189K Sell
10,306
-2,408
-19% -$44.9K ﹤0.01% 2380
2021
Q3 		$232K Buy
+12,714
New +$228K ﹤0.01% 2391
2021
Q2 		– Sell
-46,563
Closed -$919K – 2631
2021
Q1 		$919K Buy
46,563
+2,648
+6% +$47.7K ﹤0.01% 2011
2020
Q4 		$753K Sell
43,915
-13,474
-23% -$206K ﹤0.01% 2011
2020
Q3 		$718K Buy
57,389
+27,051
+89% +$324K ﹤0.01% 1936
2020
Q2 		$321K Buy
+30,338
New +$280K ﹤0.01% 2073

Other funds holding OEC

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Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return