Principal Securities’s Voya Financial VOYA Stock Holding History

Principal Securities’s Portfolio VOYA Stock Details VOYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-550	Closed	-$41.1K	–	3449
2025 Q3	$41.1K	Sell	550 -261	-32%	-$19.2K	﹤0.01%	2050
2025 Q2	$57.6K	Sell	811 -685	-46%	-$44K	﹤0.01%	1800
2025 Q1	$103K	Hold	1,496	–	–	﹤0.01%	1426
2024 Q4	$103K	Sell	1,496 -1	-0.1%	-$78	﹤0.01%	1426
2024 Q3	$119K	Sell	1,497 -2,667	-64%	-$190K	﹤0.01%	1319
2024 Q2	$296K	Sell	4,164 -1,831	-31%	-$132K	0.01%	889
2024 Q1	$443K	Buy	5,995 +951	+19%	+$67K	0.01%	713
2023 Q4	$368K	Buy	+5,044	New	+$352K	0.01%	726

Other funds holding VOYA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return