Bank of America’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $795M | Buy |
8,819,452
+420,319
| +5% | +$38.4M | 0.06% | 288 |
|
|
2025
Q4 | $741M | Sell |
8,399,133
-27,631
| -0.3% | -$2.33M | 0.05% | 311 |
|
|
2025
Q3 | $699M | Sell |
8,426,764
-3,944,088
| -32% | -$315M | 0.05% | 352 |
|
|
2025
Q2 | $983M | Buy |
12,370,852
+1,083,991
| +10% | +$83.2M | 0.07% | 260 |
|
|
2025
Q1 | $952M | Buy |
11,286,861
+1,484,507
| +15% | +$123M | 0.08% | 251 |
|
|
2024
Q4 | $759M | Sell |
9,802,354
-1,328,690
| -12% | -$112M | 0.06% | 285 |
|
|
2024
Q3 | $956M | Buy |
11,131,044
+414,162
| +4% | +$33.4M | 0.08% | 256 |
|
|
2024
Q2 | $841M | Sell |
10,716,882
-251,382
| -2% | -$20.4M | 0.07% | 268 |
|
|
2024
Q1 | $947M | Buy |
10,968,264
+386,520
| +4% | +$31M | 0.09% | 241 |
|
|
2023
Q4 | $832M | Sell |
10,581,744
-1,515,095
| -13% | -$110M | 0.08% | 243 |
|
|
2023
Q3 | $872M | Sell |
12,096,839
-1,625,781
| -12% | -$126M | 0.1% | 214 |
|
|
2023
Q2 | $1.04B | Sell |
13,722,620
-2,871,168
| -17% | -$207M | 0.11% | 191 |
|
|
2023
Q1 | $1.23B | Sell |
16,593,788
-231,433
| -1% | -$19.6M | 0.13% | 169 |
|
|
2022
Q4 | $1.41B | Sell |
16,825,221
-2,979,884
| -15% | -$256M | 0.16% | 147 |
|
|
2022
Q3 | $1.43B | Buy |
19,805,105
+351,221
| +2% | +$25.2M | 0.17% | 131 |
|
|
2022
Q2 | $1.3B | Buy |
19,453,884
+5,446,924
| +39% | +$383M | 0.15% | 147 |
|
|
2022
Q1 | $1.03B | Buy |
14,006,960
+2,916,493
| +26% | +$211M | 0.1% | 196 |
|
|
2021
Q4 | $802M | Buy |
11,090,467
+9,817,312
| +771% | +$685M | 0.08% | 241 |
|
|
2021
Q3 | $82M | Sell |
1,273,155
-127,610
| -9% | -$8.19M | 0.01% | 1057 |
|
|
2021
Q2 | $88.5M | Buy |
1,400,765
+135,619
| +11% | +$8.67M | 0.01% | 1013 |
|
|
2021
Q1 | $75.9M | Buy |
1,265,146
+241,681
| +24% | +$13.5M | 0.01% | 1021 |
|
|
2020
Q4 | $50.8M | Buy |
1,023,465
+181,592
| +22% | +$8.32M | 0.01% | 1163 |
|
|
2020
Q3 | $33.9M | Sell |
841,873
-47,324
| -5% | -$2.02M | ﹤0.01% | 1324 |
|
|
2020
Q2 | $36.9M | Buy |
889,197
+156,236
| +21% | +$5.7M | 0.01% | 1190 |
|
|
2020
Q1 | $23M | Sell |
732,961
-424,964
| -37% | -$20.1M | ﹤0.01% | 1412 |
|
|
2019
Q4 | $63.7M | Buy |
1,157,925
+31,059
| +3% | +$1.7M | 0.01% | 1024 |
|
|
2019
Q3 | $64.4M | Buy |
1,126,866
+31,601
| +3% | +$1.78M | 0.01% | 984 |
|
|
2019
Q2 | $63.4M | Sell |
1,095,265
-201,804
| -16% | -$11.1M | 0.01% | 978 |
|
|
2019
Q1 | $65.1M | Buy |
1,297,069
+329,559
| +34% | +$16.3M | 0.01% | 949 |
|
|
2018
Q4 | $42.7M | Sell |
967,510
-136,466
| -12% | -$6.72M | 0.01% | 1103 |
|
|
2018
Q3 | $64.7M | Sell |
1,103,976
-17,702
| -2% | -$987K | 0.01% | 947 |
|
|
2018
Q2 | $59.4M | Sell |
1,121,678
-168,426
| -13% | -$9.79M | 0.01% | 980 |
|
|
2018
Q1 | $78.6M | Sell |
1,290,104
-148,614
| -10% | -$9.78M | 0.01% | 816 |
|
|
2017
Q4 | $102M | Sell |
1,438,718
-46,812
| -3% | -$3.22M | 0.02% | 718 |
|
|
2017
Q3 | $95.6M | Buy |
1,485,530
+175,942
| +13% | +$11.3M | 0.02% | 788 |
|
|
2017
Q2 | $83.9M | Sell |
1,309,588
-34,421
| -3% | -$2.18M | 0.02% | 771 |
|
|
2017
Q1 | $84.8M | Sell |
1,344,009
-2,237
| -0.2% | -$136K | 0.02% | 761 |
|
|
2016
Q4 | $77.9M | Sell |
1,346,246
-165,534
| -11% | -$9.28M | 0.02% | 765 |
|
|
2016
Q3 | $77.9M | Sell |
1,511,780
-88,379
| -6% | -$4.13M | 0.02% | 749 |
|
|
2016
Q2 | $65.8M | Sell |
1,600,159
-954,739
| -37% | -$40.3M | 0.02% | 827 |
|
|
2016
Q1 | $101M | Buy |
2,554,898
+108,883
| +4% | +$4.19M | 0.02% | 603 |
|
|
2015
Q4 | $110M | Buy |
2,446,015
+262,033
| +12% | +$12.8M | 0.03% | 594 |
|
|
2015
Q3 | $103M | Buy |
2,183,982
+517,591
| +31% | +$26.8M | 0.03% | 624 |
|
|
2015
Q2 | $85.5M | Buy |
1,666,391
+61,715
| +4% | +$3.2M | 0.03% | 629 |
|
|
2015
Q1 | $82.4M | Sell |
1,604,676
-114,146
| -7% | -$5.74M | 0.03% | 596 |
|
|
2014
Q4 | $89.3M | Sell |
1,718,822
-642,246
| -27% | -$33.3M | 0.03% | 591 |
|
|
2014
Q3 | $124M | Buy |
2,361,068
+168,642
| +8% | +$8.82M | 0.04% | 464 |
|
|
2014
Q2 | $111M | Buy |
2,192,426
+449,599
| +26% | +$21.2M | 0.04% | 509 |
|
|
2014
Q1 | $80.2M | Sell |
1,742,827
-76,867
| -4% | -$3.52M | 0.03% | 562 |
|
|
2013
Q4 | $89.7M | Sell |
1,819,694
-27,801
| -2% | -$1.32M | 0.03% | 532 |
|
|
2013
Q3 | $79.1M | Buy |
1,847,495
+22,720
| +1% | +$947K | 0.03% | 528 |
|
|
2013
Q2 | $68.3M | Buy |
+1,824,775
| New | +$66.8M | 0.03% | 557 |
|
Other funds holding PFG
NLI
VCM
VPM
Bank of America's PFG Position: Q1 2026 in Review
Bank of America increased its Principal Financial Group (PFG) stake by 5% in Q1 2026, buying an estimated $38.4M and bringing the position to 8,819,452 shares worth $795M. The position accounts for 0.06% of the portfolio, ranked #288.
Bank of America first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.43B in Q3 2022. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.
- Bank of America held 8,819,452 shares of Principal Financial Group worth $795M as of Q1 2026.
- Bank of America bought 420,319 Principal Financial Group shares in Q1 2026, an estimated $38.4M.
- Principal Financial Group made up 0.06% of Bank of America's portfolio in Q1 2026, its #288 holding.
- Bank of America first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
- Bank of America's Principal Financial Group position peaked at $1.43B in Q3 2022.
- 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.