Capital Research Global Investors’s Principal Financial Group PFG Stock Holding History

Capital Research Global Investors’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
2025 Q2	–	Sell	-4,983,302	Closed	-$420M	–	463
2025 Q1	$420M	Buy	4,983,302 +15,445	+0.3%	+$1.28M	0.09%	148
2024 Q4	$385M	Buy	4,967,857 +9,989	+0.2%	+$842K	0.08%	157
2024 Q3	$426M	Sell	4,957,868 -1,646,034	-25%	-$133M	0.09%	148
2024 Q2	$518M	Buy	6,603,902 +1,604	+0%	+$130K	0.11%	141
2024 Q1	$570M	Buy	6,602,298 +152,774	+2%	+$12.3M	0.13%	137
2023 Q4	$507M	Sell	6,449,524 -3,346,549	-34%	-$242M	0.12%	150
2023 Q3	$706M	Buy	9,796,073 +646,962	+7%	+$50.2M	0.19%	114
2023 Q2	$694M	Buy	9,149,111 +813,139	+10%	+$58.6M	0.19%	119
2023 Q1	$620M	Sell	8,335,972 -162,073	-2%	-$13.8M	0.18%	118
2022 Q4	$713M	Sell	8,498,045 -1,651,803	-16%	-$142M	0.22%	106
2022 Q3	$732M	Sell	10,149,848 -1,739,995	-15%	-$125M	0.24%	99
2022 Q2	$794M	Sell	11,889,843 -1,164,729	-9%	-$81.9M	0.25%	91
2022 Q1	$958M	Sell	13,054,572 -2,173,638	-14%	-$157M	0.24%	91
2021 Q4	$1.1B	Sell	15,228,210 -492,966	-3%	-$34.4M	0.24%	96
2021 Q3	$1.01B	Sell	15,721,176 -75,610	-0.5%	-$4.85M	0.24%	98
2021 Q2	$998M	Sell	15,796,786 -3,051	-0%	-$195K	0.23%	101
2021 Q1	$947M	Sell	15,799,837 -134,282	-0.8%	-$7.48M	0.23%	102
2020 Q4	$790M	Buy	15,934,119 +2,534,057	+19%	+$116M	0.21%	112
2020 Q3	$540M	Buy	13,400,062 +464,232	+4%	+$19.8M	0.16%	133
2020 Q2	$537M	Sell	12,935,830 -1,626,578	-11%	-$59.3M	0.17%	123
2020 Q1	$456M	Buy	14,562,408 +287,658	+2%	+$13.6M	0.18%	113
2019 Q4	$785M	Buy	14,274,750 +658,772	+5%	+$36.1M	0.24%	101
2019 Q3	$778M	Sell	13,615,978 -1,493,322	-10%	-$84.1M	0.26%	93
2019 Q2	$875M	Buy	15,109,300 +11,339	+0.1%	+$625K	0.28%	85
2019 Q1	$758M	Buy	15,097,961 +2,965	+0%	+$147K	0.24%	91
2018 Q4	$667M	Buy	15,094,996 +975,645	+7%	+$48M	0.23%	89
2018 Q3	$827M	Sell	14,119,351 -1,184,736	-8%	-$66M	0.24%	88
2018 Q2	$810M	Buy	15,304,087 +187	+0%	+$10.9K	0.22%	107
2018 Q1	$932M	Buy	15,303,900 +275,400	+2%	+$18.1M	0.27%	97
2017 Q4	$1.06B	Buy	15,028,500 +1,107,500	+8%	+$76.3M	0.31%	82
2017 Q3	$896M	Buy	13,921,000 +160,000	+1%	+$10.3M	0.27%	97
2017 Q2	$882M	Sell	13,761,000 -1,751,000	-11%	-$111M	0.28%	96
2017 Q1	$979M	Hold	15,512,000	–	–	0.31%	88
2016 Q4	$898M	Buy	15,512,000 +7,281,000	+88%	+$408M	0.29%	90
2016 Q3	$424M	Buy	8,231,000 +1,960,000	+31%	+$91.7M	0.14%	149
2016 Q2	$258M	Hold	6,271,000	–	–	0.09%	192
2016 Q1	$247M	Sell	6,271,000 -2,729,600	-30%	-$105M	0.09%	202
2015 Q4	$405M	Hold	9,000,600	–	–	0.14%	151
2015 Q3	$426M	Sell	9,000,600 -1,050,000	-10%	-$54.4M	0.15%	145
2015 Q2	$515M	Sell	10,050,600 -6,514,000	-39%	-$338M	0.17%	137
2015 Q1	$851M	Sell	16,564,600 -958,000	-5%	-$48.1M	0.29%	87
2014 Q4	$910M	Sell	17,522,600 -2,065,000	-11%	-$107M	0.31%	84
2014 Q3	$1.03B	Hold	19,587,600	–	–	0.36%	74
2014 Q2	$989M	Hold	19,587,600	–	–	0.35%	75
2014 Q1	$901M	Sell	19,587,600 -945,000	-5%	-$43.2M	0.33%	90
2013 Q4	$1.01B	Buy	20,532,600 +519,000	+3%	+$24.7M	0.37%	78
2013 Q3	$857M	Buy	20,013,600 +915,000	+5%	+$38.2M	0.34%	85
2013 Q2	$715M	Buy	+19,098,600	New	+$699M	0.3%	93

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors's PFG Position: Q2 2025 in Review

Capital Research Global Investors sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 4,983,302 shares — an estimated $420M sold.

Capital Research Global Investors first reported a position in PFG in Q2 2013 and held it in 48 quarters. The position peaked at $1.1B in Q4 2021. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

Capital Research Global Investors reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
Capital Research Global Investors sold 4,983,302 Principal Financial Group shares in Q2 2025, an estimated $420M.
Capital Research Global Investors first reported a position in Principal Financial Group in Q2 2013 and held it in 48 quarters.
Capital Research Global Investors's Principal Financial Group position peaked at $1.1B in Q4 2021.
814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Capital Research Global Investors's 13F filing for Q2 2025, filed 13 Aug 2025.