Principal Securities’s Hartford Financial Services HIG Stock Holding History

Principal Securities’s Portfolio HIG Stock Details HIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$623K	Sell	4,611 -2,072	-31%	-$283K	0.01%	891
2025 Q4	$921K	Buy	6,683 +1,534	+30%	+$202K	0.01%	721
2025 Q3	$687K	Buy	5,149 +377	+8%	+$48.4K	0.01%	789
2025 Q2	$605K	Buy	4,772 +2,126	+80%	+$264K	0.01%	784
2025 Q1	$289K	Hold	2,646	–	–	0.01%	993
2024 Q4	$289K	Buy	2,646 +354	+15%	+$41K	0.01%	990
2024 Q3	$270K	Buy	2,292 +523	+30%	+$57.3K	0.01%	981
2024 Q2	$178K	Buy	1,769 +3	+0.2%	+$301	﹤0.01%	1082
2024 Q1	$182K	Sell	1,766 -477	-21%	-$43.7K	0.01%	1050
2023 Q4	$180K	Buy	+2,243	New	+$169K	0.01%	968

Other funds holding HIG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return