Resona Asset Management’s Principal Financial Group PFG Stock Holding History

Resona Asset Management’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.87M	Sell	63,644 -5,957	-9%	-$605K	0.03%	412
2026 Q1	$6.25M	Sell	69,601 -281	-0.4%	-$25.7K	0.03%	427
2025 Q4	$6.17M	Sell	69,882 -1,418	-2%	-$120K	0.03%	441
2025 Q3	$5.91M	Sell	71,300 -5,369	-7%	-$429K	0.03%	460
2025 Q2	$6.09M	Buy	76,669 +4,236	+6%	+$325K	0.03%	465
2025 Q1	$6.1M	Buy	72,433 +1,933	+3%	+$161K	0.04%	414
2024 Q4	$5.46M	Sell	70,500 -4,264	-6%	-$359K	0.03%	438
2024 Q3	$6.42M	Buy	74,764 +757	+1%	+$61.1K	0.04%	407
2024 Q2	$5.82M	Sell	74,007 -6,293	-8%	-$511K	0.04%	415
2024 Q1	$6.93M	Buy	+80,300	New	+$6.44M	0.04%	383

Other funds holding PFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Resona Asset Management's PFG Position: Q2 2026 in Review

Resona Asset Management reduced its Principal Financial Group (PFG) stake by 8.6% in Q2 2026, selling an estimated $605K and leaving 63,644 shares worth $6.87M. The position accounts for 0.03% of the portfolio, ranked #412.

Resona Asset Management first reported a position in PFG in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.93M in Q1 2024. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Resona Asset Management held 63,644 shares of Principal Financial Group worth $6.87M as of Q2 2026.
Resona Asset Management sold 5,957 Principal Financial Group shares in Q2 2026, an estimated $605K.
Principal Financial Group made up 0.03% of Resona Asset Management's portfolio in Q2 2026, its #412 holding.
Resona Asset Management first reported a position in Principal Financial Group in Q1 2024 and has held it in 10 quarters since.
Resona Asset Management's Principal Financial Group position peaked at $6.93M in Q1 2024.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Resona Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.