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Caxton Associates (UK)’s Principal Financial Group PFG Stock Holding History

Caxton Associates (UK)’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
-14,091
Closed -$1.24M – 953
2025
Q4 		$1.24M Sell
14,091
-544
-4% -$45.9K 0.02% 310
2025
Q3 		$1.21M Sell
14,635
-946
-6% -$75.6K 0.03% 298
2025
Q2 		$1.24M Buy
15,581
+8,230
+112% +$632K 0.03% 283
2025
Q1 		$620K Buy
+7,351
New +$611K 0.02% 431

Other funds holding PFG

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Caxton Associates (UK)'s PFG Position: Q1 2026 in Review

Caxton Associates (UK) sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 14,091 shares — an estimated $1.24M sold.

Caxton Associates (UK) first reported a position in PFG in Q1 2025 and held it in 4 quarters. The position peaked at $1.24M in Q4 2025. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Caxton Associates (UK) reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • Caxton Associates (UK) sold 14,091 Principal Financial Group shares in Q1 2026, an estimated $1.24M.
  • Caxton Associates (UK) first reported a position in Principal Financial Group in Q1 2025 and held it in 4 quarters.
  • Caxton Associates (UK)'s Principal Financial Group position peaked at $1.24M in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Caxton Associates (UK)'s 13F filing for Q1 2026, filed 14 May 2026.