Tokio Marine Asset Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.02M | Buy |
9,466
+2,053
| +28% | +$208K | 0.03% | 389 |
|
|
2026
Q1 | $668K | Hold |
7,413
| – | – | 0.02% | 445 |
|
|
2025
Q4 | $654K | Hold |
7,413
| – | – | 0.02% | 451 |
|
|
2025
Q3 | $615K | Hold |
7,413
| – | – | 0.02% | 454 |
|
|
2025
Q2 | $589K | Buy |
7,413
+268
| +4% | +$20.6K | 0.02% | 451 |
|
|
2025
Q1 | $603K | Buy |
7,145
+235
| +3% | +$19.5K | 0.02% | 444 |
|
|
2024
Q4 | $535K | Hold |
6,910
| – | – | 0.02% | 467 |
|
|
2024
Q3 | $594K | Buy |
6,910
+798
| +13% | +$64.4K | 0.03% | 412 |
|
|
2024
Q2 | $479K | Hold |
6,112
| – | – | 0.02% | 431 |
|
|
2024
Q1 | $528K | Sell |
6,112
-217
| -3% | -$17.4K | 0.03% | 421 |
|
|
2023
Q4 | $498K | Buy |
6,329
+392
| +7% | +$28.4K | 0.03% | 400 |
|
|
2023
Q3 | $428K | Buy |
5,937
+695
| +13% | +$53.9K | 0.03% | 396 |
|
|
2023
Q2 | $398K | Buy |
5,242
+162
| +3% | +$11.7K | 0.03% | 410 |
|
|
2023
Q1 | $378K | Hold |
5,080
| – | – | 0.03% | 411 |
|
|
2022
Q4 | $426K | Buy |
5,080
+307
| +6% | +$26.3K | 0.03% | 344 |
|
|
2022
Q3 | $344K | Buy |
4,773
+250
| +6% | +$18K | 0.03% | 350 |
|
|
2022
Q2 | $302K | Buy |
4,523
+795
| +21% | +$55.9K | 0.03% | 375 |
|
|
2022
Q1 | $274K | Buy |
3,728
+78
| +2% | +$5.65K | 0.02% | 401 |
|
|
2021
Q4 | $264K | Buy |
3,650
+366
| +11% | +$25.5K | 0.02% | 416 |
|
|
2021
Q3 | $211K | Buy |
+3,284
| New | +$211K | 0.02% | 440 |
|
|
2017
Q4 | – | Sell |
-3,139
| Closed | -$202K | – | 332 |
|
|
2017
Q3 | $202K | Sell |
3,139
-761
| -20% | -$48.9K | 0.03% | 333 |
|
|
2017
Q2 | $250K | Sell |
3,900
-1,082
| -22% | -$68.6K | 0.04% | 339 |
|
|
2017
Q1 | $314K | Sell |
4,982
-1,393
| -22% | -$85K | 0.04% | 328 |
|
|
2016
Q4 | $369K | Sell |
6,375
-2,969
| -32% | -$166K | 0.04% | 277 |
|
|
2016
Q3 | $481K | Sell |
9,344
-1,355
| -13% | -$63.4K | 0.05% | 279 |
|
|
2016
Q2 | $440K | Sell |
10,699
-549
| -5% | -$23.2K | 0.05% | 330 |
|
|
2016
Q1 | $444K | Buy |
11,248
+1,565
| +16% | +$60.2K | 0.04% | 335 |
|
|
2015
Q4 | $436K | Sell |
9,683
-1,447
| -13% | -$70.6K | 0.05% | 338 |
|
|
2015
Q3 | $527K | Sell |
11,130
-638
| -5% | -$33.1K | 0.06% | 293 |
|
|
2015
Q2 | $604K | Sell |
11,768
-1,941
| -14% | -$101K | 0.06% | 285 |
|
|
2015
Q1 | $704K | Sell |
13,709
-699
| -5% | -$35.1K | 0.07% | 287 |
|
|
2014
Q4 | $748K | Sell |
14,408
-5,610
| -28% | -$291K | 0.07% | 298 |
|
|
2014
Q3 | $1.05M | Sell |
20,018
-1,636
| -8% | -$85.6K | 0.08% | 264 |
|
|
2014
Q2 | $1.09M | Sell |
21,654
-3,490
| -14% | -$164K | 0.07% | 275 |
|
|
2014
Q1 | $1.16M | Sell |
25,144
-900
| -3% | -$41.2K | 0.07% | 274 |
|
|
2013
Q4 | $1.28M | Sell |
26,044
-2,749
| -10% | -$131K | 0.08% | 250 |
|
|
2013
Q3 | $1.23M | Sell |
28,793
-1,818
| -6% | -$75.8K | 0.08% | 264 |
|
|
2013
Q2 | $1.15M | Buy |
+30,611
| New | +$1.12M | 0.07% | 285 |
|
Other funds holding PFG
NLI
Tokio Marine Asset Management's PFG Position: Q2 2026 in Review
Tokio Marine Asset Management increased its Principal Financial Group (PFG) stake by 28% in Q2 2026, buying an estimated $208K and bringing the position to 9,466 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #389.
Tokio Marine Asset Management first reported a position in PFG in Q2 2013 and has held it in 38 quarters since. The position peaked at $1.28M in Q4 2013. 951 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Tokio Marine Asset Management held 9,466 shares of Principal Financial Group worth $1.02M as of Q2 2026.
- Tokio Marine Asset Management bought 2,053 Principal Financial Group shares in Q2 2026, an estimated $208K.
- Principal Financial Group made up 0.03% of Tokio Marine Asset Management's portfolio in Q2 2026, its #389 holding.
- Tokio Marine Asset Management first reported a position in Principal Financial Group in Q2 2013 and has held it in 38 quarters since.
- Tokio Marine Asset Management's Principal Financial Group position peaked at $1.28M in Q4 2013.
- 951 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Tokio Marine Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.