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Board of the Pension Protection Fund’s Principal Financial Group PFG Stock Holding History

Board of the Pension Protection Fund’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
Q1 		$919K Sell
10,200
-8,500
-45% -$777K 0.85% 60
2025
Q4 		$1.65M Buy
18,700
+14,200
+316% +$1.2M 1.57% 23
2025
Q3 		$373K Buy
+4,500
New +$360K 0.37% 89

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Board of the Pension Protection Fund's PFG Position: Q1 2026 in Review

Board of the Pension Protection Fund reduced its Principal Financial Group (PFG) stake by 45% in Q1 2026, selling an estimated $777K and leaving 10,200 shares worth $919K. The position accounts for 0.85% of the portfolio, ranked #60.

Board of the Pension Protection Fund first reported a position in PFG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.65M in Q4 2025. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Board of the Pension Protection Fund held 10,200 shares of Principal Financial Group worth $919K as of Q1 2026.
  • Board of the Pension Protection Fund sold 8,500 Principal Financial Group shares in Q1 2026, an estimated $777K.
  • Principal Financial Group made up 0.85% of Board of the Pension Protection Fund's portfolio in Q1 2026, its #60 holding.
  • Board of the Pension Protection Fund first reported a position in Principal Financial Group in Q3 2025 and has held it in 3 quarters since.
  • Board of the Pension Protection Fund's Principal Financial Group position peaked at $1.65M in Q4 2025.
  • 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Board of the Pension Protection Fund's 13F filing for Q1 2026, filed 27 Apr 2026.