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

Sompo 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 		$526K Buy
4,880
+640
+15% +$65K 0.09% 128
2026
Q1 		$382K Hold
4,240
– – 0.07% 148
2025
Q4 		$374K Buy
4,240
+650
+18% +$54.9K 0.06% 156
2025
Q3 		$298K Hold
3,590
– – 0.05% 171
2025
Q2 		$285K Hold
3,590
– – 0.05% 175
2025
Q1 		$303K Sell
3,590
-1,630
-31% -$136K 0.06% 175
2024
Q4 		$404K Sell
5,220
-1,600
-23% -$135K 0.07% 156
2024
Q3 		$586K Buy
6,820
+360
+6% +$29.1K 0.09% 126
2024
Q2 		$507K Buy
6,460
+450
+7% +$36.5K 0.09% 136
2024
Q1 		$519K Sell
6,010
-710
-11% -$57K 0.08% 149
2023
Q4 		$529K Buy
6,720
+650
+11% +$47.1K 0.1% 140
2023
Q3 		$437K Buy
6,070
+2,280
+60% +$177K 0.1% 146
2023
Q2 		$287K Hold
3,790
– – 0.05% 152
2023
Q1 		$282K Sell
3,790
-750
-17% -$63.6K 0.06% 151
2022
Q4 		$381K Sell
4,540
-2,120
-32% -$182K 0.09% 144
2022
Q3 		$480K Buy
6,660
+2,550
+62% +$183K 0.12% 125
2022
Q2 		$274K Sell
4,110
-3,770
-48% -$265K 0.07% 129
2022
Q1 		$578K Sell
7,880
-3,810
-33% -$276K 0.13% 116
2021
Q4 		$845K Sell
11,690
-1,560
-12% -$109K 0.17% 115
2021
Q3 		$853K Sell
13,250
-3,050
-19% -$196K 0.2% 108
2021
Q2 		$1.03M Sell
16,300
-13,530
-45% -$865K 0.21% 103
2021
Q1 		$1.79M Sell
29,830
-3,220
-10% -$179K 0.41% 79
2020
Q4 		$1.64M Sell
33,050
-400
-1% -$18.3K 0.36% 80
2020
Q3 		$1.35M Sell
33,450
-23,820
-42% -$1.02M 0.32% 85
2020
Q2 		$2.38M Sell
57,270
-8,430
-13% -$308K 0.6% 59
2020
Q1 		$2.06M Buy
65,700
+8,400
+15% +$397K 0.55% 58
2019
Q4 		$3.15M Buy
57,300
+12,640
+28% +$692K 0.74% 51
2019
Q3 		$2.55M Buy
44,660
+11,480
+35% +$646K 0.64% 55
2019
Q2 		$1.92M Buy
33,180
+450
+1% +$24.8K 0.57% 53
2019
Q1 		$1.64M Sell
32,730
-6,500
-17% -$322K 0.52% 58
2018
Q4 		$1.73M Sell
39,230
-25,830
-40% -$1.27M 0.51% 60
2018
Q3 		$3.81M Buy
65,060
+5,380
+9% +$300K 0.79% 47
2018
Q2 		$3.16M Buy
59,680
+9,775
+20% +$568K 0.72% 54
2018
Q1 		$3.04M Sell
49,905
-870
-2% -$57.2K 0.49% 64
2017
Q4 		$3.58M Sell
50,775
-480
-0.9% -$33.1K 0.52% 64
2017
Q3 		$3.3M Buy
51,255
+970
+2% +$62.4K 0.5% 66
2017
Q2 		$3.22M Buy
50,285
+10,395
+26% +$659K 0.49% 70
2017
Q1 		$2.52M Sell
39,890
-1,890
-5% -$115K 0.31% 80
2016
Q4 		$2.42M Buy
+41,780
New +$2.34M 0.31% 81

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Sompo Asset Management increased its Principal Financial Group (PFG) stake by 15% in Q2 2026, buying an estimated $65K and bringing the position to 4,880 shares worth $526K. The position accounts for 0.09% of the portfolio, ranked #128.

Sompo Asset Management first reported a position in PFG in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.81M in Q3 2018. 136 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Sompo Asset Management held 4,880 shares of Principal Financial Group worth $526K as of Q2 2026.
  • Sompo Asset Management bought 640 Principal Financial Group shares in Q2 2026, an estimated $65K.
  • Principal Financial Group made up 0.09% of Sompo Asset Management's portfolio in Q2 2026, its #128 holding.
  • Sompo Asset Management first reported a position in Principal Financial Group in Q4 2016 and has held it in 39 quarters since.
  • Sompo Asset Management's Principal Financial Group position peaked at $3.81M in Q3 2018.
  • 136 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Sompo Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.