Adage Capital Partners
PFG icon

Adage Capital Partners’s Principal Financial Group PFG Stock Holding History

Adage Capital Partners’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
Q1 		– Sell
-55,500
Closed -$4.9M – 1048
2025
Q4 		$4.9M Buy
+55,500
New +$4.68M 0.01% 765
2024
Q3 		– Sell
-36,800
Closed -$2.89M – 923
2024
Q2 		$2.89M Buy
+36,800
New +$2.99M 0.01% 756
2024
Q1 		– Sell
-63,100
Closed -$4.96M – 936
2023
Q4 		$4.96M Sell
63,100
-8,000
-11% -$579K 0.01% 685
2023
Q3 		$5.12M Sell
71,100
-153,900
-68% -$11.9M 0.01% 665
2023
Q2 		$17.1M Buy
+225,000
New +$16.2M 0.04% 454
2021
Q4 		– Sell
-234,300
Closed -$15.1M – 1081
2021
Q3 		$15.1M Sell
234,300
-43,800
-16% -$2.81M 0.03% 563
2021
Q2 		$17.6M Sell
278,100
-1,600
-0.6% -$102K 0.03% 516
2021
Q1 		$16.8M Buy
+279,700
New +$15.6M 0.03% 524
2020
Q4 		– Sell
-8,768
Closed -$353K – 873
2020
Q3 		$353K Sell
8,768
-69,300
-89% -$2.95M ﹤0.01% 742
2020
Q2 		$3.24M Buy
78,068
+500
+0.6% +$18.2K 0.01% 664
2020
Q1 		$2.43M Buy
+77,568
New +$3.67M 0.01% 645
2019
Q1 		– Sell
-56,942
Closed -$2.52M – 727
2018
Q4 		$2.52M Sell
56,942
-115,000
-67% -$5.66M 0.01% 657
2018
Q3 		$10.1M Sell
171,942
-126,700
-42% -$7.06M 0.02% 546
2018
Q2 		$15.8M Sell
298,642
-63,707
-18% -$3.7M 0.04% 463
2018
Q1 		$22.1M Sell
362,349
-13,100
-3% -$862K 0.05% 375
2017
Q4 		$26.5M Sell
375,449
-7,300
-2% -$503K 0.06% 343
2017
Q3 		$24.6M Sell
382,749
-4,000
-1% -$257K 0.06% 368
2017
Q2 		$24.8M Buy
386,749
+3,800
+1% +$241K 0.06% 366
2017
Q1 		$24.2M Buy
382,949
+4,200
+1% +$256K 0.06% 364
2016
Q4 		$21.9M Sell
378,749
-5,300
-1% -$297K 0.06% 349
2016
Q3 		$19.8M Sell
384,049
-18,000
-4% -$842K 0.05% 386
2016
Q2 		$16.5M Sell
402,049
-2,400
-0.6% -$101K 0.05% 408
2016
Q1 		$16M Sell
404,449
-4,800
-1% -$185K 0.04% 417
2015
Q4 		$18.4M Buy
409,249
+121,800
+42% +$5.94M 0.05% 393
2015
Q3 		$13.6M Buy
287,449
+144,900
+102% +$7.51M 0.04% 463
2015
Q2 		$7.31M Sell
142,549
-150,000
-51% -$7.78M 0.02% 593
2015
Q1 		$15M Sell
292,549
-159,300
-35% -$8.01M 0.04% 473
2014
Q4 		$23.5M Sell
451,849
-630,335
-58% -$32.7M 0.06% 371
2014
Q3 		$56.8M Buy
1,082,184
+666,714
+160% +$34.9M 0.14% 192
2014
Q2 		$21M Sell
415,470
-7,100
-2% -$334K 0.05% 386
2014
Q1 		$19.4M Buy
422,570
+200
+0% +$9.15K 0.05% 386
2013
Q4 		$20.8M Buy
422,370
+10,600
+3% +$503K 0.06% 390
2013
Q3 		$17.6M Buy
+411,770
New +$17.2M 0.05% 400

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Adage Capital Partners's PFG Position: Q1 2026 in Review

Adage Capital Partners sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 55,500 shares — an estimated $4.9M sold.

Adage Capital Partners first reported a position in PFG in Q3 2013 and held it in 33 quarters. The position peaked at $56.8M in Q3 2014. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Adage Capital Partners reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • Adage Capital Partners sold 55,500 Principal Financial Group shares in Q1 2026, an estimated $4.9M.
  • Adage Capital Partners first reported a position in Principal Financial Group in Q3 2013 and held it in 33 quarters.
  • Adage Capital Partners's Principal Financial Group position peaked at $56.8M in Q3 2014.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Adage Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.