CIM
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Cambria Investment Management’s Principal Financial Group PFG Stock Holding History

Cambria Investment 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 		$9.55M Sell
88,570
-14,307
-14% -$1.45M 0.47% 79
2026
Q1 		$9.27M Buy
102,877
+6,573
+7% +$601K 0.52% 86
2025
Q4 		$8.49M Sell
96,304
-15,280
-14% -$1.29M 0.5% 88
2025
Q3 		$9.25M Sell
111,584
-7,660
-6% -$612K 0.56% 66
2025
Q2 		$9.47M Sell
119,244
-16,883
-12% -$1.3M 0.64% 59
2025
Q1 		$11.5M Sell
136,127
-13,530
-9% -$1.13M 0.8% 35
2024
Q4 		$11.6M Buy
149,657
+5,787
+4% +$488K 0.7% 69
2024
Q3 		$12.4M Sell
143,870
-1,076
-0.7% -$86.9K 0.74% 59
2024
Q2 		$11.4M Buy
144,946
+3,548
+3% +$288K 0.7% 83
2024
Q1 		$12.2M Buy
141,398
+4,407
+3% +$354K 0.73% 99
2023
Q4 		$10.8M Buy
136,991
+18,362
+15% +$1.33M 0.75% 49
2023
Q3 		$8.55M Buy
118,629
+9,261
+8% +$719K 0.69% 63
2023
Q2 		$8.29M Sell
109,368
-11,996
-10% -$865K 0.69% 50
2023
Q1 		$9.02M Buy
121,364
+4,309
+4% +$366K 0.75% 44
2022
Q4 		$9.82M Buy
117,055
+21,716
+23% +$1.86M 0.82% 31
2022
Q3 		$6.88M Buy
95,339
+10,849
+13% +$779K 0.74% 34
2022
Q2 		$5.64M Buy
+84,490
New +$5.94M 0.73% 43
2018
Q2 		– Sell
-4,524
Closed -$276K – 312
2018
Q1 		$276K Buy
+4,524
New +$298K 0.04% 236
2017
Q3 		– Sell
-17,554
Closed -$1.13M – 217
2017
Q2 		$1.13M Sell
17,554
-2,260
-11% -$143K 0.24% 134
2017
Q1 		$1.25M Buy
+19,814
New +$1.21M 0.42% 94

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

Cambria Investment Management's PFG Position: Q2 2026 in Review

Cambria Investment Management reduced its Principal Financial Group (PFG) stake by 14% in Q2 2026, selling an estimated $1.45M and leaving 88,570 shares worth $9.55M. The position accounts for 0.47% of the portfolio, ranked #79.

Cambria Investment Management first reported a position in PFG in Q1 2017 and has held it in 20 quarters since. The position peaked at $12.4M in Q3 2024. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Cambria Investment Management held 88,570 shares of Principal Financial Group worth $9.55M as of Q2 2026.
  • Cambria Investment Management sold 14,307 Principal Financial Group shares in Q2 2026, an estimated $1.45M.
  • Principal Financial Group made up 0.47% of Cambria Investment Management's portfolio in Q2 2026, its #79 holding.
  • Cambria Investment Management first reported a position in Principal Financial Group in Q1 2017 and has held it in 20 quarters since.
  • Cambria Investment Management's Principal Financial Group position peaked at $12.4M in Q3 2024.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.