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
Q2 		$1.38M Buy
207,800
+15,087
+8% +$108K ﹤0.01% 1897
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

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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 OEC Position: Q2 2026 in Review

Principal Financial Group increased its Orion (OEC) stake by 7.8% in Q2 2026, buying an estimated $108K and bringing the position to 207,800 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

Principal Financial Group first reported a position in OEC in Q2 2020 and has held it in 11 quarters since. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Principal Financial Group held 207,800 shares of Orion worth $1.38M as of Q2 2026.
  • Principal Financial Group bought 15,087 Orion shares in Q2 2026, an estimated $108K.
  • Orion made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1897 holding.
  • Principal Financial Group first reported a position in Orion in Q2 2020 and has held it in 11 quarters since.
  • 187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

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