CIBC Asset Management
PFG icon

CIBC Asset Management’s Principal Financial Group PFG Stock Holding History

CIBC Asset 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
Q1 		$6.16M Buy
68,408
+15,282
+29% +$1.4M 0.02% 455
2025
Q4 		$4.69M Buy
53,126
+17,814
+50% +$1.5M 0.01% 501
2025
Q3 		$2.93M Buy
35,312
+22
+0.1% +$1.76K 0.01% 514
2025
Q2 		$2.8M Sell
35,290
-2,749
-7% -$211K 0.01% 503
2025
Q1 		$3.21M Sell
38,039
-256
-0.7% -$21.3K 0.01% 487
2024
Q4 		$2.96M Buy
38,295
+566
+2% +$47.7K 0.01% 505
2024
Q3 		$3.24M Buy
37,729
+2,081
+6% +$168K 0.01% 485
2024
Q2 		$2.8M Sell
35,648
-2,496
-7% -$203K 0.01% 477
2024
Q1 		$3.29M Buy
38,144
+702
+2% +$56.3K 0.01% 468
2023
Q4 		$2.95M Sell
37,442
-2,243
-6% -$162K 0.01% 460
2023
Q3 		$2.86M Sell
39,685
-2,343
-6% -$182K 0.01% 454
2023
Q2 		$3.19M Sell
42,028
-1,047
-2% -$75.5K 0.01% 446
2023
Q1 		$3.2M Buy
43,075
+622
+1% +$52.8K 0.01% 449
2022
Q4 		$3.56M Sell
42,453
-1,800
-4% -$154K 0.02% 418
2022
Q3 		$3.19M Buy
44,253
+12,670
+40% +$910K 0.01% 424
2022
Q2 		$2.11M Buy
31,583
+6,358
+25% +$447K 0.01% 494
2022
Q1 		$1.85M Buy
25,225
+155
+0.6% +$11.2K 0.01% 563
2021
Q4 		$1.81M Buy
25,070
+910
+4% +$63.5K 0.01% 569
2021
Q3 		$1.56M Buy
24,160
+540
+2% +$34.7K 0.01% 579
2021
Q2 		$1.49M Sell
23,620
-1
-0% -$64 0.01% 593
2021
Q1 		$1.42M Buy
23,621
+82
+0.3% +$4.57K 0.01% 584
2020
Q4 		$1.17M Sell
23,539
-53
-0.2% -$2.43K 0.01% 601
2020
Q3 		$950K Buy
23,592
+515
+2% +$22K ﹤0.01% 599
2020
Q2 		$959K Buy
23,077
+323
+1% +$11.8K 0.01% 573
2020
Q1 		$713K Sell
22,754
-796
-3% -$37.7K 0.01% 570
2019
Q4 		$1.29M Sell
23,550
-286
-1% -$15.7K 0.01% 554
2019
Q3 		$1.36M Sell
23,836
-324
-1% -$18.2K 0.01% 526
2019
Q2 		$1.4M Sell
24,160
-378
-2% -$20.8K 0.01% 526
2019
Q1 		$1.23M Sell
24,538
-10
-0% -$496 0.01% 551
2018
Q4 		$1.08M Sell
24,548
-402
-2% -$19.8K 0.01% 528
2018
Q3 		$1.46M Sell
24,950
-139
-0.6% -$7.75K 0.01% 513
2018
Q2 		$1.33M Buy
25,089
+887
+4% +$51.5K 0.01% 527
2018
Q1 		$1.47M Sell
24,202
-1,145
-5% -$75.3K 0.01% 476
2017
Q4 		$1.79M Sell
25,347
-415
-2% -$28.6K 0.01% 439
2017
Q3 		$1.66M Buy
25,762
+267
+1% +$17.2K 0.01% 443
2017
Q2 		$1.63M Buy
25,495
+93
+0.4% +$5.9K 0.01% 444
2017
Q1 		$1.6M Sell
25,402
-48
-0.2% -$2.93K 0.01% 455
2016
Q4 		$1.47M Buy
25,450
+253
+1% +$14.2K 0.01% 458
2016
Q3 		$1.3M Sell
25,197
-2,177
-8% -$102K 0.01% 487
2016
Q2 		$1.13M Buy
27,374
+584
+2% +$24.7K 0.01% 510
2016
Q1 		$1.06M Buy
26,790
+412
+2% +$15.9K 0.01% 523
2015
Q4 		$1.19M Sell
26,378
-1,195
-4% -$58.3K 0.01% 487
2015
Q3 		$1.3M Buy
27,573
+317
+1% +$16.4K 0.01% 451
2015
Q2 		$1.4M Buy
27,256
+1,873
+7% +$97.2K 0.01% 474
2015
Q1 		$1.3M Sell
25,383
-309
-1% -$15.5K 0.01% 488
2014
Q4 		$1.33M Sell
25,692
-6,824
-21% -$354K 0.01% 462
2014
Q3 		$1.71M Buy
32,516
+40
+0.1% +$2.09K 0.01% 439
2014
Q2 		$1.64M Sell
32,476
-1,097
-3% -$51.7K 0.01% 469
2014
Q1 		$1.54M Buy
33,573
+838
+3% +$38.4K 0.01% 482
2013
Q4 		$1.61M Sell
32,735
-2,208
-6% -$105K 0.01% 446
2013
Q3 		$1.5M Buy
34,943
+394
+1% +$16.4K 0.01% 445
2013
Q2 		$1.29M Buy
+34,549
New +$1.26M 0.01% 469

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

CIBC Asset Management's PFG Position: Q1 2026 in Review

CIBC Asset Management increased its Principal Financial Group (PFG) stake by 29% in Q1 2026, buying an estimated $1.4M and bringing the position to 68,408 shares worth $6.16M. The position accounts for 0.02% of the portfolio, ranked #455.

CIBC Asset Management first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • CIBC Asset Management held 68,408 shares of Principal Financial Group worth $6.16M as of Q1 2026.
  • CIBC Asset Management bought 15,282 Principal Financial Group shares in Q1 2026, an estimated $1.4M.
  • Principal Financial Group made up 0.02% of CIBC Asset Management's portfolio in Q1 2026, its #455 holding.
  • CIBC Asset Management first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on CIBC Asset Management's 13F filing for Q1 2026, filed 12 May 2026.