Algert Global’s Principal Financial Group PFG Stock Holding History

Algert Global’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	-27,350	Closed	-$2.41M	–	1291
2025 Q4	$2.41M	Buy	+27,350	New	+$2.31M	0.04%	661
2016 Q2	–	Sell	-48,443	Closed	-$1.91M	–	395
2016 Q1	$1.91M	Buy	48,443 +26,073	+117%	+$1M	0.72%	23
2015 Q4	$1.01M	Buy	22,370 +5,030	+29%	+$246K	0.47%	72
2015 Q3	$821K	Buy	+17,340	New	+$899K	0.46%	67

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Algert Global's PFG Position: Q1 2026 in Review

Algert Global sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 27,350 shares — an estimated $2.41M sold.

Algert Global first reported a position in PFG in Q3 2015 and held it in 4 quarters. The position peaked at $2.41M in Q4 2025. 914 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Algert Global reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
Algert Global sold 27,350 Principal Financial Group shares in Q1 2026, an estimated $2.41M.
Algert Global first reported a position in Principal Financial Group in Q3 2015 and held it in 4 quarters.
Algert Global's Principal Financial Group position peaked at $2.41M in Q4 2025.
914 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.