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AlphaQuest’s Principal Financial Group PFG Stock Holding History

AlphaQuest’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
-30,437
Closed -$2.68M – 1493
2025
Q4 		$2.68M Buy
30,437
+20,709
+213% +$1.75M 0.15% 126
2025
Q3 		$807K Sell
9,728
-11,384
-54% -$910K 0.05% 525
2025
Q2 		$1.68M Sell
21,112
-8,195
-28% -$629K 0.16% 134
2025
Q1 		$2.47M Buy
29,307
+106
+0.4% +$8.82K 0.27% 55
2024
Q4 		$2.26M Buy
29,201
+4,555
+18% +$384K 0.3% 37
2024
Q3 		$2.12M Sell
24,646
-2,410
-9% -$195K 0.19% 122
2024
Q2 		$2.12M Buy
27,056
+13,145
+94% +$1.07M 0.29% 74
2024
Q1 		$1.2M Sell
13,911
-8,794
-39% -$706K 0.21% 153
2023
Q4 		$1.79M Buy
+22,705
New +$1.64M 0.38% 17

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

AlphaQuest's PFG Position: Q1 2026 in Review

AlphaQuest sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 30,437 shares — an estimated $2.68M sold.

AlphaQuest first reported a position in PFG in Q4 2023 and held it in 9 quarters. The position peaked at $2.68M in Q4 2025. 914 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • AlphaQuest reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 30,437 Principal Financial Group shares in Q1 2026, an estimated $2.68M.
  • AlphaQuest first reported a position in Principal Financial Group in Q4 2023 and held it in 9 quarters.
  • AlphaQuest's Principal Financial Group position peaked at $2.68M in Q4 2025.
  • 914 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.