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Catalyst Funds Management’s Principal Financial Group PFG Stock Holding History

Catalyst Funds 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 		$453K Buy
+4,200
New +$426K 0.03% 410
2024
Q4 		– Sell
-1,500
Closed -$129K – 1003
2024
Q3 		$129K Sell
1,500
-3,100
-67% -$250K 0.03% 425
2024
Q2 		$361K Sell
4,600
-10,300
-69% -$836K 0.1% 136
2024
Q1 		$1.29M Buy
+14,900
New +$1.2M 0.36% 70

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

Catalyst Funds Management's PFG Position: Q2 2026 in Review

Catalyst Funds Management opened a new position in Principal Financial Group (PFG) in Q2 2026: 4,200 shares worth $453K. The stake represents 0.03% of the portfolio and ranks #410 among its holdings. This is a return to the name: Catalyst Funds Management previously reported a position in PFG as recently as Q3 2024.

Catalyst Funds Management first reported a position in PFG in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.29M in Q1 2024. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Catalyst Funds Management held 4,200 shares of Principal Financial Group worth $453K as of Q2 2026.
  • Principal Financial Group was a new Catalyst Funds Management position in Q2 2026.
  • Principal Financial Group made up 0.03% of Catalyst Funds Management's portfolio in Q2 2026, its #410 holding.
  • Catalyst Funds Management first reported a position in Principal Financial Group in Q1 2024 and has held it in 4 quarters since.
  • Catalyst Funds Management's Principal Financial Group position peaked at $1.29M in Q1 2024.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.