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Brevan Howard Capital Management’s Principal Financial Group PFG Stock Holding History

Brevan Howard Capital Management’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
Q2 		– Sell
-10,104
Closed -$910K – 2466
2026
Q1 		$910K Buy
10,104
+6,333
+168% +$579K 0.01% 960
2025
Q4 		$333K Sell
3,771
-32,711
-90% -$2.76M ﹤0.01% 1314
2025
Q3 		$3.02M Sell
36,482
-26,693
-42% -$2.13M 0.01% 406
2025
Q2 		$5.02M Buy
63,175
+45,527
+258% +$3.49M 0.03% 367
2025
Q1 		$1.49M Buy
+17,648
New +$1.47M 0.01% 375
2024
Q4 		– Sell
-11,465
Closed -$985K – 1342
2024
Q3 		$985K Sell
11,465
-13,697
-54% -$1.11M 0.01% 454
2024
Q2 		$1.97M Buy
25,162
+2,513
+11% +$204K 0.02% 211
2024
Q1 		$1.95M Buy
22,649
+19,775
+688% +$1.59M 0.02% 155
2023
Q4 		$226K Buy
+2,874
New +$208K ﹤0.01% 837

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

Brevan Howard Capital Management's PFG Position: Q2 2026 in Review

Brevan Howard Capital Management sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 10,104 shares — an estimated $910K sold.

Brevan Howard Capital Management first reported a position in PFG in Q4 2023 and held it in 9 quarters. The position peaked at $5.02M in Q2 2025. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Brevan Howard Capital Management reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
  • Brevan Howard Capital Management sold 10,104 Principal Financial Group shares in Q2 2026, an estimated $910K.
  • Brevan Howard Capital Management first reported a position in Principal Financial Group in Q4 2023 and held it in 9 quarters.
  • Brevan Howard Capital Management's Principal Financial Group position peaked at $5.02M in Q2 2025.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Brevan Howard Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.