Principal Financial Group
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Principal Financial Group’s Patria Investments PAX Stock Holding History

Principal Financial Group’s Portfolio PAX Stock Details PAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.04M Buy
162,091
+51,620
+47% +$726K ﹤0.01% 1822
2025
Q4 		$1.76M Buy
110,471
+34,846
+46% +$522K ﹤0.01% 1865
2025
Q3 		$1.1M Buy
+75,625
New +$1.06M ﹤0.01% 1907

Other funds holding PAX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECM
Endure Capital Management Austin, Texas $146M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return
ZEP
Zeno Equity Partners London, United Kingdom $246M AUM 5.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Principal Financial Group's PAX Position: Q1 2026 in Review

Principal Financial Group increased its Patria Investments (PAX) stake by 47% in Q1 2026, buying an estimated $726K and bringing the position to 162,091 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Principal Financial Group first reported a position in PAX in Q3 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold PAX as of Q1 2026.

  • Principal Financial Group held 162,091 shares of Patria Investments worth $2.04M as of Q1 2026.
  • Principal Financial Group bought 51,620 Patria Investments shares in Q1 2026, an estimated $726K.
  • Patria Investments made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1822 holding.
  • Principal Financial Group first reported a position in Patria Investments in Q3 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held Patria Investments as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.