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

Cidel 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
Q2 		$296K Hold
2,748
– – 0.01% 365
2026
Q1 		$248K Buy
2,748
+441
+19% +$40.3K 0.01% 371
2025
Q4 		$204K Sell
2,307
-161
-7% -$13.6K 0.01% 350
2025
Q3 		$205K Buy
+2,468
New +$197K 0.01% 343
2025
Q2 		– Sell
-2,636
Closed -$222K – 365
2025
Q1 		$222K Hold
2,636
– – 0.01% 302
2024
Q4 		$204K Buy
2,636
+156
+6% +$13.1K 0.01% 327
2024
Q3 		$213K Buy
+2,480
New +$200K 0.02% 322

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

Cidel Asset Management's PFG Position: Q2 2026 in Review

Cidel Asset Management held its Principal Financial Group (PFG) position steady in Q2 2026 at 2,748 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #365.

Cidel Asset Management first reported a position in PFG in Q3 2024 and has held it in 7 quarters since. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Cidel Asset Management held 2,748 shares of Principal Financial Group worth $296K as of Q2 2026.
  • Cidel Asset Management left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.01% of Cidel Asset Management's portfolio in Q2 2026, its #365 holding.
  • Cidel Asset Management first reported a position in Principal Financial Group in Q3 2024 and has held it in 7 quarters since.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.