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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
Q2 		$398K Buy
+3,697
New +$375K 0.01% 582
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 $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

Caxton Associates (UK)'s PFG Position: Q2 2026 in Review

Caxton Associates (UK) opened a new position in Principal Financial Group (PFG) in Q2 2026: 3,697 shares worth $398K. The stake represents 0.01% of the portfolio and ranks #582 among its holdings. This is a return to the name: Caxton Associates (UK) previously reported a position in PFG as recently as Q4 2025.

Caxton Associates (UK) first reported a position in PFG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.24M in Q4 2025. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Caxton Associates (UK) held 3,697 shares of Principal Financial Group worth $398K as of Q2 2026.
  • Principal Financial Group was a new Caxton Associates (UK) position in Q2 2026.
  • Principal Financial Group made up 0.01% of Caxton Associates (UK)'s portfolio in Q2 2026, its #582 holding.
  • Caxton Associates (UK) first reported a position in Principal Financial Group in Q1 2025 and has held it in 5 quarters since.
  • Caxton Associates (UK)'s Principal Financial Group position peaked at $1.24M in Q4 2025.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Caxton Associates (UK)'s 13F filing for Q2 2026, filed 14 Aug 2026.