CI Investments Inc
PFG icon

CI Investments Inc’s Principal Financial Group PFG Stock Holding History

CI Investments Inc’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 		$7.17M Sell
66,513
-2,837
-4% -$288K 0.02% 300
2026
Q1 		$6.25M Buy
69,350
+3,321
+5% +$304K 0.03% 271
2025
Q4 		$5.82M Sell
66,029
-7,993
-11% -$675K 0.03% 278
2025
Q3 		$6.14M Sell
74,022
-4,535
-6% -$362K 0.02% 276
2025
Q2 		$6.24M Buy
78,557
+3,583
+5% +$275K 0.02% 280
2025
Q1 		$6.33M Buy
74,974
+1,726
+2% +$144K 0.03% 279
2024
Q4 		$5.67M Sell
73,248
-16,063
-18% -$1.35M 0.02% 300
2024
Q3 		$7.67M Buy
89,311
+2,957
+3% +$239K 0.03% 266
2024
Q2 		$6.77M Buy
86,354
+718
+0.8% +$58.3K 0.03% 252
2024
Q1 		$7.39M Buy
85,636
+19,600
+30% +$1.57M 0.03% 258
2023
Q4 		$5.2M Sell
66,036
-2,533
-4% -$183K 0.03% 275
2023
Q3 		$4.94M Sell
68,569
-10,627
-13% -$825K 0.03% 274
2023
Q2 		$6.01M Sell
79,196
-6,146
-7% -$443K 0.03% 261
2023
Q1 		$6.34M Sell
85,342
-19,537
-19% -$1.66M 0.03% 266
2022
Q4 		$8.8M Sell
104,879
-52,513
-33% -$4.5M 0.04% 242
2022
Q3 		$11.4M Buy
157,392
+3,090
+2% +$222K 0.06% 218
2022
Q2 		$10.3M Sell
154,302
-3,373
-2% -$237K 0.05% 235
2022
Q1 		$11.6M Sell
157,675
-1,245
-0.8% -$90.1K 0.04% 270
2021
Q4 		$11.5M Buy
158,920
+12,692
+9% +$886K 0.04% 270
2021
Q3 		$9.42M Buy
146,228
+8,270
+6% +$531K 0.04% 305
2021
Q2 		$8.72M Buy
137,958
+17,731
+15% +$1.13M 0.03% 304
2021
Q1 		$7.21M Sell
120,227
-2,752
-2% -$153K 0.03% 280
2020
Q4 		$6.1M Sell
122,979
-1,564
-1% -$71.6K 0.03% 290
2020
Q3 		$5.01M Buy
124,543
+4,494
+4% +$192K 0.02% 266
2020
Q2 		$4.99M Sell
120,049
-27,276
-19% -$995K 0.03% 262
2020
Q1 		$4.62M Sell
147,325
-17,884
-11% -$846K 0.03% 246
2019
Q4 		$9.09M Sell
165,209
-18,753
-10% -$1.03M 0.05% 226
2019
Q3 		$10.5M Buy
+183,962
New +$10.4M 0.05% 200
2016
Q2 		– Sell
-272,100
Closed -$10.7M – 210
2016
Q1 		$10.7M Buy
+272,100
New +$10.5M 0.14% 110

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 $3.38T AUM 44.17% 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

CI Investments Inc's PFG Position: Q2 2026 in Review

CI Investments Inc reduced its Principal Financial Group (PFG) stake by 4.1% in Q2 2026, selling an estimated $288K and leaving 66,513 shares worth $7.17M. The position accounts for 0.02% of the portfolio, ranked #300.

CI Investments Inc first reported a position in PFG in Q1 2016 and has held it in 29 quarters since. The position peaked at $11.6M in Q1 2022. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • CI Investments Inc held 66,513 shares of Principal Financial Group worth $7.17M as of Q2 2026.
  • CI Investments Inc sold 2,837 Principal Financial Group shares in Q2 2026, an estimated $288K.
  • Principal Financial Group made up 0.02% of CI Investments Inc's portfolio in Q2 2026, its #300 holding.
  • CI Investments Inc first reported a position in Principal Financial Group in Q1 2016 and has held it in 29 quarters since.
  • CI Investments Inc's Principal Financial Group position peaked at $11.6M in Q1 2022.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.