Citadel Advisors’s Principal Financial Group PFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.45M Buy
27,200
+9,500
+54% +$868K ﹤0.01% 5667
2025
Q4
$1.56M Sell
17,700
-13,900
-44% -$1.17M ﹤0.01% 6419
2025
Q3
$2.62M Sell
31,600
-2,900
-8% -$232K ﹤0.01% 5547
2025
Q2
$2.74M Sell
34,500
-24,000
-41% -$1.84M ﹤0.01% 5133
2025
Q1
$4.94M Sell
58,500
-9,000
-13% -$749K ﹤0.01% 3888
2024
Q4
$5.23M Sell
67,500
-55,200
-45% -$4.65M ﹤0.01% 3891
2024
Q3
$10.5M Buy
122,700
+44,400
+57% +$3.59M ﹤0.01% 2819
2024
Q2
$6.14M Sell
78,300
-2,000
-2% -$162K ﹤0.01% 3430
2024
Q1
$6.93M Buy
80,300
+62,400
+349% +$5.01M ﹤0.01% 3461
2023
Q4
$1.41M Sell
17,900
-18,200
-50% -$1.32M ﹤0.01% 6013
2023
Q3
$2.6M Sell
36,100
-32,100
-47% -$2.49M ﹤0.01% 4745
2023
Q2
$5.17M Sell
68,200
-44,400
-39% -$3.2M ﹤0.01% 3596
2023
Q1
$8.37M Buy
112,600
+23,300
+26% +$1.98M ﹤0.01% 3040
2022
Q4
$7.49M Buy
89,300
+63,900
+252% +$5.48M ﹤0.01% 3227
2022
Q3
$1.83M Buy
25,400
+4,200
+20% +$302K ﹤0.01% 5753
2022
Q2
$1.42M Buy
21,200
+3,600
+20% +$253K ﹤0.01% 6244
2022
Q1
$1.29M Buy
17,600
+9,200
+110% +$666K ﹤0.01% 7104
2021
Q4
$608K Sell
8,400
-4,800
-36% -$335K ﹤0.01% 9199
2021
Q3
$850K Sell
13,200
-26,300
-67% -$1.69M ﹤0.01% 8550
2021
Q2
$2.5M Sell
39,500
-9,500
-19% -$607K ﹤0.01% 6049
2021
Q1
$2.94M Buy
49,000
+21,200
+76% +$1.18M ﹤0.01% 5495
2020
Q4
$1.38M Sell
27,800
-44,900
-62% -$2.06M ﹤0.01% 6109
2020
Q3
$2.93M Buy
72,700
+5,200
+8% +$222K ﹤0.01% 4026
2020
Q2
$2.8M Buy
67,500
+38,200
+130% +$1.39M ﹤0.01% 3973
2020
Q1
$918K Buy
29,300
+6,400
+28% +$303K ﹤0.01% 5500
2019
Q4
$1.26M Sell
22,900
-16,500
-42% -$903K ﹤0.01% 5186
2019
Q3
$2.25M Buy
39,400
+11,800
+43% +$664K ﹤0.01% 4292
2019
Q2
$1.6M Sell
27,600
-17,900
-39% -$986K ﹤0.01% 4902
2019
Q1
$2.28M Buy
45,500
+15,200
+50% +$753K ﹤0.01% 4244
2018
Q4
$1.34M Sell
30,300
-5,600
-16% -$276K ﹤0.01% 4826
2018
Q3
$2.1M Buy
35,900
+21,800
+155% +$1.22M ﹤0.01% 4333
2018
Q2
$747K Buy
14,100
+2,500
+22% +$145K ﹤0.01% 5720
2018
Q1
$707K Buy
11,600
+3,300
+40% +$217K ﹤0.01% 5309
2017
Q4
$586K Sell
8,300
-7,600
-48% -$524K ﹤0.01% 5409
2017
Q3
$1.02M Buy
15,900
+1,300
+9% +$83.6K ﹤0.01% 4298
2017
Q2
$935K Buy
14,600
+4,000
+38% +$254K ﹤0.01% 4172
2017
Q1
$669K Buy
10,600
+1,400
+15% +$85.4K ﹤0.01% 4570
2016
Q4
$532K Sell
9,200
-16,200
-64% -$908K ﹤0.01% 4806
2016
Q3
$1.31M Sell
25,400
-11,600
-31% -$542K ﹤0.01% 3492
2016
Q2
$1.52M Sell
37,000
-9,800
-21% -$414K ﹤0.01% 3037
2016
Q1
$1.85M Buy
46,800
+28,200
+152% +$1.08M ﹤0.01% 2730
2015
Q4
$837K Buy
18,600
+500
+3% +$24.4K ﹤0.01% 3804
2015
Q3
$857K Buy
18,100
+11,100
+159% +$575K ﹤0.01% 4018
2015
Q2
$359K Sell
7,000
-9,000
-56% -$467K ﹤0.01% 5478
2015
Q1
$822K Sell
16,000
-6,700
-30% -$337K ﹤0.01% 4198
2014
Q4
$1.18M Buy
22,700
+13,900
+158% +$721K ﹤0.01% 3562
2014
Q3
$462K Sell
8,800
-2,600
-23% -$136K ﹤0.01% 4728
2014
Q2
$575K Sell
11,400
-11,000
-49% -$518K ﹤0.01% 4205
2014
Q1
$1.03M Buy
22,400
+4,900
+28% +$224K ﹤0.01% 3377
2013
Q4
$863K Sell
17,500
-19,700
-53% -$936K ﹤0.01% 3360
2013
Q3
$1.59M Buy
37,200
+3,600
+11% +$150K ﹤0.01% 2622
2013
Q2
$1.26M Buy
+33,600
New +$1.23M ﹤0.01% 2950

Other funds holding PFG

Citadel Advisors's PFG Position: Q1 2026 in Review

Citadel Advisors reduced its Principal Financial Group (PFG) stake by 91% in Q1 2026, selling an estimated $49.5M and leaving 54,881 shares worth $4.95M. The position accounts for ﹤0.01% of the portfolio, ranked #4357.

Citadel Advisors first reported a position in PFG in Q2 2013 and has held it in 45 quarters since. The position peaked at $132M in Q1 2014. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Citadel Advisors held 54,881 shares of Principal Financial Group worth $4.95M as of Q1 2026.
  • Citadel Advisors sold 541,694 Principal Financial Group shares in Q1 2026, an estimated $49.5M.
  • Principal Financial Group made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #4357 holding.
  • Citadel Advisors first reported a position in Principal Financial Group in Q2 2013 and has held it in 45 quarters since.
  • Citadel Advisors's Principal Financial Group position peaked at $132M in Q1 2014.
  • 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.