Principal Financial Group
OR icon

Principal Financial Group’s OR Royalties Inc OR Stock Holding History

Principal Financial Group’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.6M Sell
557,090
-194,600
-26% -$7.18M 0.01% 1076
2026
Q1 		$28.5M Sell
751,690
-575,988
-43% -$23.7M 0.02% 716
2025
Q4 		$47.1M Buy
1,327,678
+209,868
+19% +$7.35M 0.02% 487
2025
Q3 		$44.8M Sell
1,117,810
-38,000
-3% -$1.19M 0.02% 502
2025
Q2 		$29.6M Buy
1,155,810
+44,500
+4% +$1.07M 0.02% 645
2025
Q1 		$23.5M Sell
1,111,310
-161,400
-13% -$3.1M 0.01% 730
2024
Q4 		$23M Sell
1,272,710
-254,400
-17% -$4.95M 0.01% 769
2024
Q3 		$28.3M Buy
1,527,110
+82,150
+6% +$1.42M 0.02% 664
2024
Q2 		$22.5M Sell
1,444,960
-122,400
-8% -$1.98M 0.01% 782
2024
Q1 		$25.7M Buy
1,567,360
+154,610
+11% +$2.28M 0.02% 767
2023
Q4 		$20.3M Sell
1,412,750
-37,750
-3% -$495K 0.01% 862
2023
Q3 		$17.1M Buy
1,450,500
+7,000
+0.5% +$95.6K 0.01% 905
2023
Q2 		$22.2M Buy
1,443,500
+371,600
+35% +$6.01M 0.02% 784
2023
Q1 		$16.9M Buy
+1,071,900
New +$14.4M 0.01% 950

Other funds holding OR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Principal Financial Group reduced its OR Royalties Inc (OR) stake by 26% in Q2 2026, selling an estimated $7.18M and leaving 557,090 shares worth $17.6M. The position accounts for 0.01% of the portfolio, ranked #1076.

Principal Financial Group first reported a position in OR in Q1 2023 and has held it in 14 quarters since. The position peaked at $47.1M in Q4 2025. 245 funds tracked by Wall St. Rank hold OR as of Q2 2026.

  • Principal Financial Group held 557,090 shares of OR Royalties Inc worth $17.6M as of Q2 2026.
  • Principal Financial Group sold 194,600 OR Royalties Inc shares in Q2 2026, an estimated $7.18M.
  • OR Royalties Inc made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1076 holding.
  • Principal Financial Group first reported a position in OR Royalties Inc in Q1 2023 and has held it in 14 quarters since.
  • Principal Financial Group's OR Royalties Inc position peaked at $47.1M in Q4 2025.
  • 245 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

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