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AustralianSuper’s Principal Financial Group PFG Stock Holding History

AustralianSuper’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 		$82.9M Sell
769,378
-168,095
-18% -$17.1M 0.36% 76
2026
Q1 		$84.5M Buy
937,473
+40,763
+5% +$3.73M 0.44% 66
2025
Q4 		$79.1M Buy
896,710
+78,751
+10% +$6.65M 0.37% 59
2025
Q3 		$67.8M Sell
817,959
-175,684
-18% -$14M 0.32% 64
2025
Q2 		$78.9M Buy
993,643
+100,397
+11% +$7.71M 0.4% 63
2025
Q1 		$75.4M Buy
893,246
+227,836
+34% +$18.9M 0.43% 73
2024
Q4 		$51.5M Buy
665,410
+125,198
+23% +$10.6M 0.24% 98
2024
Q3 		$46.4M Buy
540,212
+115,569
+27% +$9.33M 0.23% 80
2024
Q2 		$33.3M Buy
424,643
+49,377
+13% +$4.01M 0.19% 79
2024
Q1 		$32.3M Buy
375,266
+98,109
+35% +$7.87M 0.19% 80
2023
Q4 		$21.8M Buy
277,157
+37,836
+16% +$2.74M 0.13% 105
2023
Q3 		$17.2M Hold
239,321
– – 0.11% 106
2023
Q2 		$18.2M Sell
239,321
-80,596
-25% -$5.81M 0.12% 116
2023
Q1 		$23.8M Buy
319,917
+168,900
+112% +$14.3M 0.14% 97
2022
Q4 		$12.7M Buy
+151,017
New +$13M 0.08% 135
2020
Q3 		– Sell
-81,651
Closed -$3.39M – 185
2020
Q2 		$3.39M Sell
81,651
-36,166
-31% -$1.32M 0.03% 147
2020
Q1 		$3.69M Sell
117,817
-217,751
-65% -$10.3M 0.05% 91
2019
Q4 		$18.5M Sell
335,568
-92,384
-22% -$5.06M 0.16% 80
2019
Q3 		$24.5M Sell
427,952
-37,119
-8% -$2.09M 0.23% 64
2019
Q2 		$26.9M Sell
465,071
-15,284
-3% -$842K 0.26% 65
2019
Q1 		$24.1M Buy
480,355
+406,957
+554% +$20.2M 0.25% 63
2018
Q4 		$3.24M Buy
+73,398
New +$3.61M 0.05% 79

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 $3.38T AUM 44.17% 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

AustralianSuper's PFG Position: Q2 2026 in Review

AustralianSuper reduced its Principal Financial Group (PFG) stake by 18% in Q2 2026, selling an estimated $17.1M and leaving 769,378 shares worth $82.9M. The position accounts for 0.36% of the portfolio, ranked #76.

AustralianSuper first reported a position in PFG in Q4 2018 and has held it in 22 quarters since. The position peaked at $84.5M in Q1 2026. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • AustralianSuper held 769,378 shares of Principal Financial Group worth $82.9M as of Q2 2026.
  • AustralianSuper sold 168,095 Principal Financial Group shares in Q2 2026, an estimated $17.1M.
  • Principal Financial Group made up 0.36% of AustralianSuper's portfolio in Q2 2026, its #76 holding.
  • AustralianSuper first reported a position in Principal Financial Group in Q4 2018 and has held it in 22 quarters since.
  • AustralianSuper's Principal Financial Group position peaked at $84.5M in Q1 2026.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on AustralianSuper's 13F filing for Q2 2026, filed 12 Aug 2026.