Bank of America
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Bank of America’s Principal Financial Group PFG Stock Holding History

Bank of America’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
2015
Q1 		– Sell
-500
Closed -$26K – 7437
2014
Q4 		$26K Sell
500
-900
-64% -$46.7K ﹤0.01% 6679
2014
Q3 		$73K Hold
1,400
– – ﹤0.01% 6249
2014
Q2 		$71K Buy
1,400
+700
+100% +$33K ﹤0.01% 6387
2014
Q1 		$32K Buy
700
+500
+250% +$22.9K ﹤0.01% 6674
2013
Q4 		$10K Sell
200
-2,400
-92% -$114K ﹤0.01% 7288
2013
Q3 		$111K Buy
+2,600
New +$108K ﹤0.01% 5902

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.