Arrowstreet Capital
PFG icon

Arrowstreet Capital’s Principal Financial Group PFG Stock Holding History

Arrowstreet Capital’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 		$18.2M Sell
201,881
-421,803
-68% -$38.6M 0.01% 772
2025
Q4 		$55M Buy
623,684
+251,251
+67% +$21.2M 0.03% 455
2025
Q3 		$30.9M Buy
372,433
+273,456
+276% +$21.9M 0.02% 599
2025
Q2 		$7.86M Sell
98,977
-44,570
-31% -$3.42M 0.01% 985
2025
Q1 		$12.1M Buy
143,547
+97,465
+212% +$8.11M 0.01% 751
2024
Q4 		$3.57M Sell
46,082
-21,128
-31% -$1.78M ﹤0.01% 1107
2024
Q3 		$5.77M Buy
67,210
+4,621
+7% +$373K ﹤0.01% 923
2024
Q2 		$4.91M Buy
+62,589
New +$5.08M ﹤0.01% 845
2021
Q1 		– Sell
-193,612
Closed -$9.61M – 2462
2020
Q4 		$9.61M Sell
193,612
-2,473,771
-93% -$113M 0.01% 893
2020
Q3 		$107M Buy
2,667,383
+1,673,800
+168% +$71.3M 0.17% 112
2020
Q2 		$41.3M Buy
993,583
+800,483
+415% +$29.2M 0.08% 251
2020
Q1 		$6.05M Buy
+193,100
New +$9.14M 0.02% 671
2019
Q3 		– Sell
-34,297
Closed -$1.99M – 1672
2019
Q2 		$1.99M Buy
+34,297
New +$1.89M ﹤0.01% 908
2019
Q1 		– Sell
-20,844
Closed -$921K – 1867
2018
Q4 		$921K Buy
20,844
+16,437
+373% +$809K ﹤0.01% 979
2018
Q3 		$258K Sell
4,407
-255,967
-98% -$14.3M ﹤0.01% 999
2018
Q2 		$13.8M Sell
260,374
-81,056
-24% -$4.71M 0.03% 362
2018
Q1 		$20.8M Buy
341,430
+333,330
+4,115% +$21.9M 0.05% 310
2017
Q4 		$572K Sell
8,100
-386,800
-98% -$26.6M ﹤0.01% 1054
2017
Q3 		$25.4M Buy
394,900
+386,800
+4,775% +$24.9M 0.07% 249
2017
Q2 		$519K Buy
+8,100
New +$514K ﹤0.01% 875
2016
Q4 		– Sell
-1,132,386
Closed -$58.3M – 2310
2016
Q3 		$58.3M Sell
1,132,386
-475,626
-30% -$22.2M 0.19% 124
2016
Q2 		$66.1M Buy
1,608,012
+317,857
+25% +$13.4M 0.22% 115
2016
Q1 		$50.9M Sell
1,290,155
-284,881
-18% -$11M 0.22% 113
2015
Q4 		$70.8M Sell
1,575,036
-449,786
-22% -$22M 0.33% 68
2015
Q3 		$95.9M Buy
2,024,822
+438,900
+28% +$22.7M 0.45% 45
2015
Q2 		$81.3M Sell
1,585,922
-262,461
-14% -$13.6M 0.46% 57
2015
Q1 		$95M Sell
1,848,383
-39,728
-2% -$2M 0.58% 39
2014
Q4 		$98.1M Buy
1,888,111
+184,854
+11% +$9.58M 0.56% 43
2014
Q3 		$89.4M Buy
1,703,257
+450,515
+36% +$23.6M 0.48% 48
2014
Q2 		$63.2M Buy
+1,252,742
New +$59M 0.33% 72
2014
Q1 		– Sell
-229,510
Closed -$11.3M – 1290
2013
Q4 		$11.3M Buy
229,510
+164,974
+256% +$7.84M 0.06% 271
2013
Q3 		$2.76M Buy
+64,536
New +$2.69M 0.02% 490

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital's PFG Position: Q1 2026 in Review

Arrowstreet Capital reduced its Principal Financial Group (PFG) stake by 68% in Q1 2026, selling an estimated $38.6M and leaving 201,881 shares worth $18.2M. The position accounts for 0.01% of the portfolio, ranked #772.

Arrowstreet Capital first reported a position in PFG in Q3 2013 and has held it in 32 quarters since. The position peaked at $107M in Q3 2020. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Arrowstreet Capital held 201,881 shares of Principal Financial Group worth $18.2M as of Q1 2026.
  • Arrowstreet Capital sold 421,803 Principal Financial Group shares in Q1 2026, an estimated $38.6M.
  • Principal Financial Group made up 0.01% of Arrowstreet Capital's portfolio in Q1 2026, its #772 holding.
  • Arrowstreet Capital first reported a position in Principal Financial Group in Q3 2013 and has held it in 32 quarters since.
  • Arrowstreet Capital's Principal Financial Group position peaked at $107M in Q3 2020.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Arrowstreet Capital's 13F filing for Q1 2026, filed 14 May 2026.