Capital Fund Management (CFM)
PFG icon

Capital Fund Management (CFM)’s Principal Financial Group PFG Stock Holding History

Capital Fund Management (CFM)’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 		– Sell
-18,292
Closed -$1.61M – 2442
2025
Q4 		$1.61M Sell
18,292
-2,062
-10% -$174K ﹤0.01% 1809
2025
Q3 		$1.69M Buy
20,354
+1,643
+9% +$131K ﹤0.01% 1862
2025
Q2 		$1.49M Buy
+18,711
New +$1.44M ﹤0.01% 1832
2020
Q2 		– Sell
-41,311
Closed -$1.29M – 1432
2020
Q1 		$1.29M Buy
41,311
+31,882
+338% +$1.51M 0.02% 678
2019
Q4 		$519K Sell
9,429
-60,190
-86% -$3.29M ﹤0.01% 1378
2019
Q3 		$3.98M Sell
69,619
-80,700
-54% -$4.54M 0.04% 553
2019
Q2 		$8.71M Buy
150,319
+108,500
+259% +$5.98M 0.08% 336
2019
Q1 		$2.1M Buy
+41,819
New +$2.07M 0.02% 793
2018
Q3 		– Sell
-9,767
Closed -$544K – 2190
2018
Q2 		$517K Buy
+9,767
New +$568K ﹤0.01% 1581
2018
Q1 		– Sell
-31,623
Closed -$2.23M – 2101
2017
Q4 		$2.23M Sell
31,623
-140,000
-82% -$9.64M 0.01% 946
2017
Q3 		$11M Buy
+171,623
New +$11M 0.08% 302
2014
Q2 		– Sell
-56,626
Closed -$2.6M – 1865
2014
Q1 		$2.6M Buy
+56,626
New +$2.59M 0.03% 581
2013
Q3 		– Sell
-73,295
Closed -$2.75M – 1820
2013
Q2 		$2.75M Buy
+73,295
New +$2.68M 0.04% 522

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Capital Fund Management (CFM)'s PFG Position: Q1 2026 in Review

Capital Fund Management (CFM) sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 18,292 shares — an estimated $1.61M sold.

Capital Fund Management (CFM) first reported a position in PFG in Q2 2013 and held it in 13 quarters. The position peaked at $11M in Q3 2017. 912 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Capital Fund Management (CFM) reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 18,292 Principal Financial Group shares in Q1 2026, an estimated $1.61M.
  • Capital Fund Management (CFM) first reported a position in Principal Financial Group in Q2 2013 and held it in 13 quarters.
  • Capital Fund Management (CFM)'s Principal Financial Group position peaked at $11M in Q3 2017.
  • 912 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.