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AIA Group’s Principal Financial Group PFG Stock Holding History

AIA Group’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 		– Sell
-5,517
Closed -$497K – 356
2026
Q1 		$497K Sell
5,517
-1,138
-17% -$104K 0.01% 294
2025
Q4 		$587K Buy
+6,655
New +$562K 0.01% 298
2023
Q2 		– Sell
-3,464
Closed -$257K – 462
2023
Q1 		$257K Sell
3,464
-323
-9% -$27.4K 0.01% 299
2022
Q4 		$318K Buy
3,787
+1,939
+105% +$166K 0.02% 278
2022
Q3 		$133K Sell
1,848
-1,138
-38% -$81.7K 0.01% 343
2022
Q2 		$199K Buy
2,986
+705
+31% +$49.6K 0.01% 368
2022
Q1 		$167K Buy
2,281
+1,060
+87% +$76.7K 0.01% 403
2021
Q4 		$88K Buy
+1,221
New +$85.2K ﹤0.01% 431

Other funds holding PFG

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AIA Group's PFG Position: Q2 2026 in Review

AIA Group sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 5,517 shares — an estimated $497K sold.

AIA Group first reported a position in PFG in Q4 2021 and held it in 8 quarters. The position peaked at $587K in Q4 2025. 956 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • AIA Group reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
  • AIA Group sold 5,517 Principal Financial Group shares in Q2 2026, an estimated $497K.
  • AIA Group first reported a position in Principal Financial Group in Q4 2021 and held it in 8 quarters.
  • AIA Group's Principal Financial Group position peaked at $587K in Q4 2025.
  • 956 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on AIA Group's 13F filing for Q2 2026, filed 31 Jul 2026.