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B. Metzler seel. Sohn & Co’s Principal Financial Group PFG Stock Holding History

B. Metzler seel. Sohn & Co’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 		$3.42M Sell
31,771
-2,181
-6% -$221K 0.03% 306
2026
Q1 		$3.06M Buy
33,952
+1,041
+3% +$95.2K 0.03% 296
2025
Q4 		$2.91M Buy
32,911
+21,925
+200% +$1.85M 0.03% 316
2025
Q3 		$911K Sell
10,986
-1,800
-14% -$144K 0.01% 558
2025
Q2 		$1.02M Buy
12,786
+1,300
+11% +$99.8K 0.01% 538
2025
Q1 		$969K Sell
11,486
-9,972
-46% -$829K 0.01% 534
2024
Q4 		$1.66M Sell
21,458
-6,961
-24% -$587K 0.02% 416
2024
Q3 		$2.44M Hold
28,419
– – 0.02% 341
2024
Q2 		$2.23M Buy
28,419
+1,017
+4% +$82.6K 0.02% 355
2024
Q1 		$2.37M Buy
27,402
+6,889
+34% +$553K 0.03% 349
2023
Q4 		$1.61M Buy
20,513
+6,336
+45% +$459K 0.02% 406
2023
Q3 		$1.02M Buy
14,177
+1,694
+14% +$131K 0.02% 457
2023
Q2 		$947K Sell
12,483
-643
-5% -$46.3K 0.01% 500
2023
Q1 		$976K Hold
13,126
– – 0.02% 443
2022
Q4 		$1.1M Sell
13,126
-7,186
-35% -$616K 0.02% 409
2022
Q3 		$1.47M Buy
20,312
+2,550
+14% +$183K 0.03% 354
2022
Q2 		$1.19M Sell
17,762
-892
-5% -$62.7K 0.02% 399
2022
Q1 		$1.37M Hold
18,654
– – 0.02% 420
2021
Q4 		$1.34M Buy
18,654
+11,211
+151% +$782K 0.02% 384
2021
Q3 		$479K Sell
7,443
-844
-10% -$54.2K 0.01% 568
2021
Q2 		$524K Buy
8,287
+842
+11% +$53.8K 0.01% 542
2021
Q1 		$446K Sell
7,445
-5,825
-44% -$325K 0.01% 565
2020
Q4 		$679K Buy
+13,270
New +$608K 0.01% 475

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

B. Metzler seel. Sohn & Co's PFG Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co reduced its Principal Financial Group (PFG) stake by 6.4% in Q2 2026, selling an estimated $221K and leaving 31,771 shares worth $3.42M. The position accounts for 0.03% of the portfolio, ranked #306.

B. Metzler seel. Sohn & Co first reported a position in PFG in Q4 2020 and has held it in 23 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • B. Metzler seel. Sohn & Co held 31,771 shares of Principal Financial Group worth $3.42M as of Q2 2026.
  • B. Metzler seel. Sohn & Co sold 2,181 Principal Financial Group shares in Q2 2026, an estimated $221K.
  • Principal Financial Group made up 0.03% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #306 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Principal Financial Group in Q4 2020 and has held it in 23 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.