Bank of New York Mellon’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
Q2 | $124M | Sell |
1,153,947
-36,606
| -3% | -$3.72M | 0.02% | 572 |
|
|
2026
Q1 | $107M | Sell |
1,190,553
-23,330
| -2% | -$2.13M | 0.02% | 600 |
|
|
2025
Q4 | $107M | Sell |
1,213,883
-20,746
| -2% | -$1.75M | 0.02% | 611 |
|
|
2025
Q3 | $102M | Sell |
1,234,629
-114,376
| -8% | -$9.14M | 0.02% | 634 |
|
|
2025
Q2 | $107M | Sell |
1,349,005
-84,468
| -6% | -$6.48M | 0.02% | 608 |
|
|
2025
Q1 | $121M | Sell |
1,433,473
-94,565
| -6% | -$7.87M | 0.02% | 539 |
|
|
2024
Q4 | $118M | Sell |
1,528,038
-351,898
| -19% | -$29.7M | 0.02% | 574 |
|
|
2024
Q3 | $161M | Sell |
1,879,936
-23,202
| -1% | -$1.87M | 0.03% | 444 |
|
|
2024
Q2 | $149M | Buy |
1,903,138
+53,516
| +3% | +$4.35M | 0.03% | 463 |
|
|
2024
Q1 | $160M | Sell |
1,849,622
-43,257
| -2% | -$3.47M | 0.03% | 460 |
|
|
2023
Q4 | $149M | Buy |
1,892,879
+258,971
| +16% | +$18.8M | 0.03% | 468 |
|
|
2023
Q3 | $118M | Sell |
1,633,908
-125,415
| -7% | -$9.73M | 0.03% | 555 |
|
|
2023
Q2 | $133M | Sell |
1,759,323
-50,420
| -3% | -$3.63M | 0.03% | 510 |
|
|
2023
Q1 | $135M | Sell |
1,809,743
-62,002
| -3% | -$5.26M | 0.03% | 493 |
|
|
2022
Q4 | $157M | Sell |
1,871,745
-370,910
| -17% | -$31.8M | 0.04% | 432 |
|
|
2022
Q3 | $162M | Buy |
2,242,655
+259,942
| +13% | +$18.7M | 0.04% | 412 |
|
|
2022
Q2 | $132M | Buy |
1,982,713
+61,793
| +3% | +$4.35M | 0.03% | 501 |
|
|
2022
Q1 | $141M | Sell |
1,920,920
-2,136,178
| -53% | -$155M | 0.03% | 528 |
|
|
2021
Q4 | $293M | Sell |
4,057,098
-724,899
| -15% | -$50.6M | 0.05% | 321 |
|
|
2021
Q3 | $308M | Buy |
4,781,997
+895,728
| +23% | +$57.5M | 0.06% | 288 |
|
|
2021
Q2 | $246M | Sell |
3,886,269
-648,151
| -14% | -$41.4M | 0.05% | 333 |
|
|
2021
Q1 | $272M | Sell |
4,534,420
-294,781
| -6% | -$16.4M | 0.06% | 303 |
|
|
2020
Q4 | $240M | Sell |
4,829,201
-1,793,715
| -27% | -$82.2M | 0.05% | 319 |
|
|
2020
Q3 | $267M | Sell |
6,622,916
-478,564
| -7% | -$20.4M | 0.07% | 251 |
|
|
2020
Q2 | $295M | Buy |
7,101,480
+989,754
| +16% | +$36.1M | 0.08% | 217 |
|
|
2020
Q1 | $192M | Sell |
6,111,726
-985,052
| -14% | -$46.6M | 0.06% | 265 |
|
|
2019
Q4 | $390M | Sell |
7,096,778
-134,420
| -2% | -$7.36M | 0.1% | 187 |
|
|
2019
Q3 | $413M | Sell |
7,231,198
-1,042,853
| -13% | -$58.7M | 0.11% | 175 |
|
|
2019
Q2 | $479M | Sell |
8,274,051
-335,653
| -4% | -$18.5M | 0.13% | 148 |
|
|
2019
Q1 | $432M | Buy |
8,609,704
+472,295
| +6% | +$23.4M | 0.12% | 156 |
|
|
2018
Q4 | $359M | Buy |
8,137,409
+1,155,996
| +17% | +$56.9M | 0.11% | 167 |
|
|
2018
Q3 | $409M | Buy |
6,981,413
+1,267,634
| +22% | +$70.7M | 0.11% | 187 |
|
|
2018
Q2 | $303M | Sell |
5,713,779
-1,359,987
| -19% | -$79M | 0.08% | 241 |
|
|
2018
Q1 | $431M | Sell |
7,073,766
-971,212
| -12% | -$63.9M | 0.12% | 172 |
|
|
2017
Q4 | $568M | Sell |
8,044,978
-91,902
| -1% | -$6.33M | 0.15% | 134 |
|
|
2017
Q3 | $524M | Sell |
8,136,880
-1,725,714
| -17% | -$111M | 0.14% | 142 |
|
|
2017
Q2 | $632M | Sell |
9,862,594
-393,016
| -4% | -$24.9M | 0.18% | 107 |
|
|
2017
Q1 | $647M | Sell |
10,255,610
-24,425
| -0.2% | -$1.49M | 0.18% | 110 |
|
|
2016
Q4 | $595M | Buy |
10,280,035
+3,024,690
| +42% | +$169M | 0.17% | 117 |
|
|
2016
Q3 | $374M | Sell |
7,255,345
-1,175,628
| -14% | -$55M | 0.11% | 183 |
|
|
2016
Q2 | $347M | Sell |
8,430,973
-159,923
| -2% | -$6.75M | 0.11% | 196 |
|
|
2016
Q1 | $339M | Sell |
8,590,896
-291,192
| -3% | -$11.2M | 0.1% | 202 |
|
|
2015
Q4 | $400M | Sell |
8,882,088
-411,444
| -4% | -$20.1M | 0.12% | 174 |
|
|
2015
Q3 | $440M | Sell |
9,293,532
-605,592
| -6% | -$31.4M | 0.13% | 149 |
|
|
2015
Q2 | $508M | Buy |
9,899,124
+1,585,213
| +19% | +$82.3M | 0.14% | 148 |
|
|
2015
Q1 | $427M | Sell |
8,313,911
-1,098,822
| -12% | -$55.2M | 0.11% | 199 |
|
|
2014
Q4 | $489M | Sell |
9,412,733
-427,757
| -4% | -$22.2M | 0.13% | 170 |
|
|
2014
Q3 | $516M | Sell |
9,840,490
-724,970
| -7% | -$37.9M | 0.14% | 147 |
|
|
2014
Q2 | $533M | Sell |
10,565,460
-1,481,246
| -12% | -$69.7M | 0.14% | 149 |
|
|
2014
Q1 | $554M | Sell |
12,046,706
-554,269
| -4% | -$25.4M | 0.15% | 140 |
|
|
2013
Q4 | $621M | Sell |
12,600,975
-1,402,396
| -10% | -$66.6M | 0.17% | 118 |
|
|
2013
Q3 | $600M | Sell |
14,003,371
-2,401,229
| -15% | -$100M | 0.18% | 117 |
|
|
2013
Q2 | $614M | Buy |
+16,404,600
| New | +$600M | 0.19% | 98 |
|
Other funds holding PFG
NLI
Bank of New York Mellon's PFG Position: Q2 2026 in Review
Bank of New York Mellon reduced its Principal Financial Group (PFG) stake by 3.1% in Q2 2026, selling an estimated $3.72M and leaving 1,153,947 shares worth $124M. The position accounts for 0.02% of the portfolio, ranked #572.
Bank of New York Mellon first reported a position in PFG in Q2 2013 and has held it in 53 quarters since. The position peaked at $647M in Q1 2017. 552 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Bank of New York Mellon held 1,153,947 shares of Principal Financial Group worth $124M as of Q2 2026.
- Bank of New York Mellon sold 36,606 Principal Financial Group shares in Q2 2026, an estimated $3.72M.
- Principal Financial Group made up 0.02% of Bank of New York Mellon's portfolio in Q2 2026, its #572 holding.
- Bank of New York Mellon first reported a position in Principal Financial Group in Q2 2013 and has held it in 53 quarters since.
- Bank of New York Mellon's Principal Financial Group position peaked at $647M in Q1 2017.
- 552 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.