Capital World Investors
PFG icon

Capital World Investors’s Principal Financial Group PFG Stock Holding History

Capital World 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
2026
Q2 		$651M Buy
6,040,005
+13,124
+0.2% +$1.33M 0.08% 191
2026
Q1 		$543M Buy
+6,026,881
New +$551M 0.07% 196
2018
Q4 		– Sell
-2,411,000
Closed -$141M – 557
2018
Q3 		$141M Buy
+2,411,000
New +$134M 0.03% 269

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors's PFG Position: Q2 2026 in Review

Capital World Investors increased its Principal Financial Group (PFG) stake by 0.22% in Q2 2026, buying an estimated $1.33M and bringing the position to 6,040,005 shares worth $651M. The position accounts for 0.08% of the portfolio, ranked #191.

Capital World Investors first reported a position in PFG in Q3 2018 and has held it in 3 quarters since. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Capital World Investors held 6,040,005 shares of Principal Financial Group worth $651M as of Q2 2026.
  • Capital World Investors bought 13,124 Principal Financial Group shares in Q2 2026, an estimated $1.33M.
  • Principal Financial Group made up 0.08% of Capital World Investors's portfolio in Q2 2026, its #191 holding.
  • Capital World Investors first reported a position in Principal Financial Group in Q3 2018 and has held it in 3 quarters since.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.