Amundi
PFG icon

Amundi’s Principal Financial Group PFG Stock Holding History

Amundi’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 		$96.5M Sell
895,365
-256,452
-22% -$26M 0.02% 473
2026
Q1 		$104M Sell
1,151,817
-84,568
-7% -$7.73M 0.03% 446
2025
Q4 		$109M Sell
1,236,385
-306,540
-20% -$25.9M 0.03% 462
2025
Q3 		$130M Sell
1,542,925
-248,321
-14% -$19.8M 0.04% 343
2025
Q2 		$144M Buy
1,791,246
+654,408
+58% +$50.2M 0.05% 337
2025
Q1 		$90.2M Sell
1,136,838
-222,941
-16% -$18.5M 0.03% 426
2024
Q4 		$107M Buy
1,359,779
+264,383
+24% +$22.3M 0.04% 410
2024
Q3 		$94.1M Buy
1,095,396
+241,702
+28% +$19.5M 0.03% 414
2024
Q2 		$67.6M Sell
853,694
-553,213
-39% -$44.9M 0.03% 458
2024
Q1 		$111M Buy
1,406,907
+500,836
+55% +$40.2M 0.05% 355
2023
Q4 		$71.2M Buy
906,071
+153,702
+20% +$11.1M 0.03% 457
2023
Q3 		$52.5M Buy
752,369
+84,062
+13% +$6.52M 0.03% 500
2023
Q2 		$51.2M Buy
668,307
+13,974
+2% +$1.01M 0.03% 502
2023
Q1 		$47.8M Sell
654,333
-211,020
-24% -$17.9M 0.03% 513
2022
Q4 		$77.2M Sell
865,353
-160,752
-16% -$13.8M 0.04% 407
2022
Q3 		$80.6M Buy
1,026,105
+21,569
+2% +$1.55M 0.05% 386
2022
Q2 		$61.4M Buy
1,004,536
+14,066
+1% +$989K 0.05% 391
2022
Q1 		$72.4M Buy
990,470
+129,395
+15% +$9.37M 0.05% 376
2021
Q4 		$65.9M Buy
861,075
+40,176
+5% +$2.8M 0.04% 417
2021
Q3 		$52.9M Buy
820,899
+306,639
+60% +$19.7M 0.04% 435
2021
Q2 		$32.5M Buy
+514,260
New +$32.9M 0.02% 546

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

Amundi's PFG Position: Q2 2026 in Review

Amundi reduced its Principal Financial Group (PFG) stake by 22% in Q2 2026, selling an estimated $26M and leaving 895,365 shares worth $96.5M. The position accounts for 0.02% of the portfolio, ranked #473.

Amundi first reported a position in PFG in Q2 2021 and has held it in 21 quarters since. The position peaked at $144M in Q2 2025. 956 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Amundi held 895,365 shares of Principal Financial Group worth $96.5M as of Q2 2026.
  • Amundi sold 256,452 Principal Financial Group shares in Q2 2026, an estimated $26M.
  • Principal Financial Group made up 0.02% of Amundi's portfolio in Q2 2026, its #473 holding.
  • Amundi first reported a position in Principal Financial Group in Q2 2021 and has held it in 21 quarters since.
  • Amundi's Principal Financial Group position peaked at $144M in Q2 2025.
  • 956 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Amundi's 13F filing for Q2 2026, filed 11 Aug 2026.