Barclays
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Barclays’s Principal Financial Group PFG Stock Holding History

Barclays’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
2020
Q2 		– Sell
-3,800
Closed -$119K – 6091
2020
Q1 		$119K Sell
3,800
-700
-16% -$33.1K ﹤0.01% 4677
2019
Q4 		$248K Sell
4,500
-10,500
-70% -$575K ﹤0.01% 4870
2019
Q3 		$857K Buy
15,000
+11,400
+317% +$642K ﹤0.01% 3802
2019
Q2 		$209K Buy
3,600
+800
+29% +$44.1K ﹤0.01% 5062
2019
Q1 		$141K Sell
2,800
-1,800
-39% -$89.2K ﹤0.01% 5085
2018
Q4 		$203K Sell
4,600
-100
-2% -$4.92K ﹤0.01% 4564
2018
Q3 		$275K Sell
4,700
-4,400
-48% -$245K ﹤0.01% 4746
2018
Q2 		$482K Buy
9,100
+5,200
+133% +$302K ﹤0.01% 3980
2018
Q1 		$238K Sell
3,900
-900
-19% -$59.2K ﹤0.01% 4679
2017
Q4 		$339K Buy
4,800
+1,700
+55% +$117K ﹤0.01% 4223
2017
Q3 		$199K Sell
3,100
-4,200
-58% -$270K ﹤0.01% 4432
2017
Q2 		$468K Buy
7,300
+1,000
+16% +$63.4K ﹤0.01% 3593
2017
Q1 		$398K Sell
6,300
-3,500
-36% -$213K ﹤0.01% 3630
2016
Q4 		$567K Buy
9,800
+300
+3% +$16.8K ﹤0.01% 3262
2016
Q3 		$489K Buy
9,500
+2,200
+30% +$103K ﹤0.01% 3242
2016
Q2 		$300K Hold
7,300
– – ﹤0.01% 3624
2016
Q1 		$285K Buy
7,300
+4,700
+181% +$181K ﹤0.01% 3590
2015
Q4 		$114K Buy
2,600
+1,900
+271% +$92.7K ﹤0.01% 4318
2015
Q3 		$33K Sell
700
-153,500
-100% -$7.95M ﹤0.01% 5231
2015
Q2 		$7.86M Buy
154,200
+141,100
+1,077% +$7.32M 0.01% 1181
2015
Q1 		$668K Buy
13,100
+3,400
+35% +$171K ﹤0.01% 3319
2014
Q4 		$495K Buy
9,700
+2,400
+33% +$124K ﹤0.01% 3875
2014
Q3 		$379K Sell
7,300
-100
-1% -$5.23K ﹤0.01% 4205
2014
Q2 		$370K Sell
7,400
-3,800
-34% -$179K ﹤0.01% 4263
2014
Q1 		$504K Sell
11,200
-1,300
-10% -$59.5K ﹤0.01% 3950
2013
Q4 		$613K Sell
12,500
-34,900
-74% -$1.66M ﹤0.01% 3895
2013
Q3 		$1.99M Sell
47,400
-122,900
-72% -$5.12M ﹤0.01% 2577
2013
Q2 		$6.38M Buy
+170,300
New +$6.23M 0.01% 1419

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 $3.37T AUM 44.26% 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

Barclays's PFG Position: Q2 2026 in Review

Barclays reduced its Principal Financial Group (PFG) stake by 8.3% in Q2 2026, selling an estimated $6.11M and leaving 665,971 shares worth $71.8M. The position accounts for 0.01% of the portfolio, ranked #606.

Barclays first reported a position in PFG in Q2 2013 and has held it in 53 quarters since. The position peaked at $172M in Q3 2021. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Barclays held 665,971 shares of Principal Financial Group worth $71.8M as of Q2 2026.
  • Barclays sold 60,165 Principal Financial Group shares in Q2 2026, an estimated $6.11M.
  • Principal Financial Group made up 0.01% of Barclays's portfolio in Q2 2026, its #606 holding.
  • Barclays first reported a position in Principal Financial Group in Q2 2013 and has held it in 53 quarters since.
  • Barclays's Principal Financial Group position peaked at $172M in Q3 2021.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Barclays's 13F filing for Q2 2026, filed 14 Aug 2026.