Principal Financial Group
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Principal Financial Group’s Blue Owl Capital OWL Stock Holding History

Principal Financial Group’s Portfolio OWL Stock Details OWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-28,499
Closed -$260K – 2233
2026
Q1 		$260K Buy
28,499
+15,401
+118% +$186K ﹤0.01% 2082
2025
Q4 		$196K Sell
13,098
-5,038
-28% -$78.8K ﹤0.01% 2131
2025
Q3 		$307K Sell
18,136
-13,170
-42% -$250K ﹤0.01% 2118
2025
Q2 		$601K Sell
31,306
-3,968
-11% -$73.4K ﹤0.01% 1965
2025
Q1 		$707K Sell
35,274
-8,265
-19% -$186K ﹤0.01% 1889
2024
Q4 		$1.01M Buy
43,539
+382
+0.9% +$8.74K ﹤0.01% 1872
2024
Q3 		$836K Sell
43,157
-363,675
-89% -$6.49M ﹤0.01% 1877
2024
Q2 		$7.22M Sell
406,832
-117,986
-22% -$2.16M ﹤0.01% 1426
2024
Q1 		$9.9M Buy
524,818
+198,100
+61% +$3.32M 0.01% 1313
2023
Q4 		$4.87M Buy
326,718
+288,015
+744% +$3.88M ﹤0.01% 1563
2023
Q3 		$502K Buy
38,703
+2,051
+6% +$24.5K ﹤0.01% 1950
2023
Q2 		$427K Sell
36,652
-8,003
-18% -$86.1K ﹤0.01% 1987
2023
Q1 		$495K Sell
44,655
-8,380
-16% -$100K ﹤0.01% 1966
2022
Q4 		$562K Buy
53,035
+5,899
+13% +$62.3K ﹤0.01% 1952
2022
Q3 		$435K Sell
47,136
-7,816
-14% -$86.8K ﹤0.01% 1991
2022
Q2 		$551K Buy
+54,952
New +$659K ﹤0.01% 2034

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

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

Principal Financial Group sold out of Blue Owl Capital (OWL) in Q2 2026, closing a stake of 28,499 shares — an estimated $260K sold.

Principal Financial Group first reported a position in OWL in Q2 2022 and held it in 16 quarters. The position peaked at $9.9M in Q1 2024. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Principal Financial Group reported no remaining Blue Owl Capital position as of Q2 2026 after selling out during the quarter.
  • Principal Financial Group sold 28,499 Blue Owl Capital shares in Q2 2026, an estimated $260K.
  • Principal Financial Group first reported a position in Blue Owl Capital in Q2 2022 and held it in 16 quarters.
  • Principal Financial Group's Blue Owl Capital position peaked at $9.9M in Q1 2024.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

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