Allianz 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
Q1 | $13M | Buy |
144,425
+6,081
| +4% | +$556K | 0.01% | 773 |
|
|
2025
Q4 | $12.2M | Buy |
138,344
+102,575
| +287% | +$8.66M | 0.01% | 781 |
|
|
2025
Q3 | $2.97M | Sell |
35,769
-43,179
| -55% | -$3.45M | ﹤0.01% | 1335 |
|
|
2025
Q2 | $6.27M | Sell |
78,948
-133,102
| -63% | -$10.2M | 0.01% | 993 |
|
|
2025
Q1 | $17.9M | Buy |
212,050
+18,481
| +10% | +$1.54M | 0.02% | 615 |
|
|
2024
Q4 | $15M | Buy |
193,569
+67,350
| +53% | +$5.68M | 0.02% | 624 |
|
|
2024
Q3 | $10.8M | Buy |
126,219
+2,889
| +2% | +$233K | 0.02% | 715 |
|
|
2024
Q2 | $9.68M | Buy |
123,330
+70,923
| +135% | +$5.76M | 0.01% | 702 |
|
|
2024
Q1 | $4.52M | Sell |
52,407
-21,713
| -29% | -$1.74M | 0.01% | 906 |
|
|
2023
Q4 | $5.83M | Sell |
74,120
-42,386
| -36% | -$3.07M | 0.01% | 861 |
|
|
2023
Q3 | $8.4M | Sell |
116,506
-279,341
| -71% | -$21.7M | 0.01% | 777 |
|
|
2023
Q2 | $30M | Sell |
395,847
-11,166
| -3% | -$805K | 0.05% | 345 |
|
|
2023
Q1 | $30.2M | Buy |
407,013
+318,521
| +360% | +$27M | 0.05% | 358 |
|
|
2022
Q4 | $7.43M | Buy |
88,492
+11,339
| +15% | +$973K | 0.01% | 780 |
|
|
2022
Q3 | $5.57M | Buy |
77,153
+6,373
| +9% | +$458K | 0.01% | 850 |
|
|
2022
Q2 | $4.73M | Buy |
70,780
+6,937
| +11% | +$488K | ﹤0.01% | 1122 |
|
|
2022
Q1 | $4.69M | Sell |
63,843
-39,790
| -38% | -$2.88M | ﹤0.01% | 1251 |
|
|
2021
Q4 | $7.5M | Sell |
103,633
-12,785
| -11% | -$892K | 0.01% | 1090 |
|
|
2021
Q3 | $7.5M | Buy |
116,418
+41,466
| +55% | +$2.66M | 0.01% | 1123 |
|
|
2021
Q2 | $4.74M | Sell |
74,952
-24,269
| -24% | -$1.55M | ﹤0.01% | 1142 |
|
|
2021
Q1 | $5.95M | Sell |
99,221
-82,251
| -45% | -$4.58M | 0.01% | 994 |
|
|
2020
Q4 | $9M | Sell |
181,472
-8,728
| -5% | -$400K | 0.01% | 876 |
|
|
2020
Q3 | $7.66M | Sell |
190,200
-272,890
| -59% | -$11.6M | 0.01% | 851 |
|
|
2020
Q2 | $19.2M | Buy |
463,090
+55,882
| +14% | +$2.04M | 0.02% | 638 |
|
|
2020
Q1 | $12.8M | Sell |
407,208
-265,334
| -39% | -$12.6M | 0.02% | 742 |
|
|
2019
Q4 | $37M | Buy |
672,542
+323,337
| +93% | +$17.7M | 0.03% | 524 |
|
|
2019
Q3 | $20M | Buy |
349,205
+66,642
| +24% | +$3.75M | 0.02% | 772 |
|
|
2019
Q2 | $16.4M | Buy |
282,563
+4,876
| +2% | +$269K | 0.02% | 902 |
|
|
2019
Q1 | $13.9M | Sell |
277,687
-629,589
| -69% | -$31.2M | 0.01% | 943 |
|
|
2018
Q4 | $40.1M | Sell |
907,276
-120,395
| -12% | -$5.93M | 0.04% | 430 |
|
|
2018
Q3 | $60.2M | Sell |
1,027,671
-151,899
| -13% | -$8.47M | 0.05% | 377 |
|
|
2018
Q2 | $62.5M | Sell |
1,179,570
-116,492
| -9% | -$6.77M | 0.06% | 339 |
|
|
2018
Q1 | $78.9M | Buy |
1,296,062
+2,418
| +0.2% | +$159K | 0.08% | 297 |
|
|
2017
Q4 | $91.3M | Sell |
1,293,644
-314,244
| -20% | -$21.6M | 0.07% | 329 |
|
|
2017
Q3 | $103M | Buy |
1,607,888
+365,068
| +29% | +$23.5M | 0.09% | 274 |
|
|
2017
Q2 | $79.9M | Buy |
1,242,820
+489,011
| +65% | +$31M | 0.08% | 303 |
|
|
2017
Q1 | $47.6M | Buy |
753,809
+380,399
| +102% | +$23.2M | 0.05% | 527 |
|
|
2016
Q4 | $21.6M | Buy |
373,410
+26,870
| +8% | +$1.51M | 0.02% | 955 |
|
|
2016
Q3 | $17.8M | Buy |
346,540
+140,525
| +68% | +$6.57M | 0.02% | 1039 |
|
|
2016
Q2 | $8.47M | Buy |
206,015
+2,617
| +1% | +$110K | 0.01% | 1307 |
|
|
2016
Q1 | $8.02M | Sell |
203,398
-38,974
| -16% | -$1.5M | 0.01% | 1245 |
|
|
2015
Q4 | $10.9M | Sell |
242,372
-137,476
| -36% | -$6.71M | 0.01% | 1013 |
|
|
2015
Q3 | $18M | Buy |
379,848
+11,027
| +3% | +$571K | 0.02% | 750 |
|
|
2015
Q2 | $18.9M | Sell |
368,821
-11,604
| -3% | -$602K | 0.02% | 820 |
|
|
2015
Q1 | $19.5M | Buy |
380,425
+18,277
| +5% | +$918K | 0.02% | 706 |
|
|
2014
Q4 | $18.8M | Buy |
362,148
+16,815
| +5% | +$872K | 0.02% | 737 |
|
|
2014
Q3 | $18.1M | Sell |
345,333
-97,332
| -22% | -$5.09M | 0.02% | 659 |
|
|
2014
Q2 | $22.3M | Buy |
442,665
+40,007
| +10% | +$1.88M | 0.03% | 534 |
|
|
2014
Q1 | $18.5M | Buy |
402,658
+1,319
| +0.3% | +$60.4K | 0.02% | 574 |
|
|
2013
Q4 | $19.8M | Buy |
401,339
+182,280
| +83% | +$8.66M | 0.03% | 545 |
|
|
2013
Q3 | $9.38M | Buy |
219,059
+29,076
| +15% | +$1.21M | 0.01% | 694 |
|
|
2013
Q2 | $7.12M | Buy |
+189,983
| New | +$6.95M | 0.01% | 752 |
|
Other funds holding PFG
NLI
VCM
VPM
Allianz Asset Management's PFG Position: Q1 2026 in Review
Allianz Asset Management increased its Principal Financial Group (PFG) stake by 4.4% in Q1 2026, buying an estimated $556K and bringing the position to 144,425 shares worth $13M. The position accounts for 0.01% of the portfolio, ranked #773.
Allianz Asset Management first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $103M in Q3 2017. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.
- Allianz Asset Management held 144,425 shares of Principal Financial Group worth $13M as of Q1 2026.
- Allianz Asset Management bought 6,081 Principal Financial Group shares in Q1 2026, an estimated $556K.
- Principal Financial Group made up 0.01% of Allianz Asset Management's portfolio in Q1 2026, its #773 holding.
- Allianz Asset Management first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
- Allianz Asset Management's Principal Financial Group position peaked at $103M in Q3 2017.
- 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.
Based on Allianz Asset Management's 13F filing for Q1 2026, filed 11 May 2026.