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 | $1.21M | Buy |
13,400
+3,800
| +40% | +$347K | ﹤0.01% | 7239 |
|
|
2025
Q4 | $847K | Sell |
9,600
-5,100
| -35% | -$430K | ﹤0.01% | 7778 |
|
|
2025
Q3 | $1.22M | Sell |
14,700
-1,000
| -6% | -$79.9K | ﹤0.01% | 7106 |
|
|
2025
Q2 | $1.25M | Sell |
15,700
-28,000
| -64% | -$2.15M | ﹤0.01% | 6616 |
|
|
2025
Q1 | $3.69M | Sell |
43,700
-3,900
| -8% | -$324K | ﹤0.01% | 4402 |
|
|
2024
Q4 | $3.68M | Sell |
47,600
-32,400
| -41% | -$2.73M | ﹤0.01% | 4477 |
|
|
2024
Q3 | $6.87M | Buy |
80,000
+74,600
| +1,381% | +$6.02M | ﹤0.01% | 3448 |
|
|
2024
Q2 | $424K | Sell |
5,400
-15,000
| -74% | -$1.22M | ﹤0.01% | 8397 |
|
|
2024
Q1 | $1.76M | Buy |
20,400
+19,000
| +1,357% | +$1.52M | ﹤0.01% | 5776 |
|
|
2023
Q4 | $110K | Sell |
1,400
-15,500
| -92% | -$1.12M | ﹤0.01% | 10812 |
|
|
2023
Q3 | $1.22M | Sell |
16,900
-28,100
| -62% | -$2.18M | ﹤0.01% | 6167 |
|
|
2023
Q2 | $3.41M | Sell |
45,000
-30,300
| -40% | -$2.18M | ﹤0.01% | 4243 |
|
|
2023
Q1 | $5.6M | Buy |
75,300
+5,300
| +8% | +$450K | ﹤0.01% | 3619 |
|
|
2022
Q4 | $5.87M | Buy |
70,000
+47,200
| +207% | +$4.05M | ﹤0.01% | 3597 |
|
|
2022
Q3 | $1.65M | Buy |
22,800
+15,800
| +226% | +$1.13M | ﹤0.01% | 5968 |
|
|
2022
Q2 | $468K | Buy |
7,000
+300
| +4% | +$21.1K | ﹤0.01% | 8789 |
|
|
2022
Q1 | $492K | Sell |
6,700
-13,700
| -67% | -$992K | ﹤0.01% | 9440 |
|
|
2021
Q4 | $1.48M | Buy |
20,400
+9,400
| +85% | +$656K | ﹤0.01% | 6923 |
|
|
2021
Q3 | $708K | Sell |
11,000
-15,700
| -59% | -$1.01M | ﹤0.01% | 9041 |
|
|
2021
Q2 | $1.69M | Sell |
26,700
-24,500
| -48% | -$1.57M | ﹤0.01% | 7022 |
|
|
2021
Q1 | $3.07M | Buy |
51,200
+40,700
| +388% | +$2.27M | ﹤0.01% | 5387 |
|
|
2020
Q4 | $521K | Sell |
10,500
-8,100
| -44% | -$371K | ﹤0.01% | 8077 |
|
|
2020
Q3 | $749K | Sell |
18,600
-27,000
| -59% | -$1.15M | ﹤0.01% | 6566 |
|
|
2020
Q2 | $1.89M | Buy |
45,600
+25,200
| +124% | +$919K | ﹤0.01% | 4678 |
|
|
2020
Q1 | $639K | Buy |
20,400
+6,900
| +51% | +$326K | ﹤0.01% | 6085 |
|
|
2019
Q4 | $743K | Buy |
13,500
+4,000
| +42% | +$219K | ﹤0.01% | 6137 |
|
|
2019
Q3 | $543K | Sell |
9,500
-900
| -9% | -$50.7K | ﹤0.01% | 6596 |
|
|
2019
Q2 | $602K | Sell |
10,400
-7,000
| -40% | -$386K | ﹤0.01% | 6532 |
|
|
2019
Q1 | $873K | Sell |
17,400
-2,000
| -10% | -$99.1K | ﹤0.01% | 5829 |
|
|
2018
Q4 | $857K | Buy |
19,400
+7,600
| +64% | +$374K | ﹤0.01% | 5540 |
|
|
2018
Q3 | $691K | Sell |
11,800
-19,300
| -62% | -$1.08M | ﹤0.01% | 6177 |
|
|
2018
Q2 | $1.65M | Buy |
31,100
+4,800
| +18% | +$279K | ﹤0.01% | 4398 |
|
|
2018
Q1 | $1.6M | Buy |
26,300
+15,000
| +133% | +$987K | ﹤0.01% | 4070 |
|
|
2017
Q4 | $797K | Buy |
11,300
+8,100
| +253% | +$558K | ﹤0.01% | 4979 |
|
|
2017
Q3 | $206K | Sell |
3,200
-2,000
| -38% | -$129K | ﹤0.01% | 6649 |
|
|
2017
Q2 | $333K | Sell |
5,200
-3,500
| -40% | -$222K | ﹤0.01% | 5738 |
|
|
2017
Q1 | $549K | Sell |
8,700
-4,200
| -33% | -$256K | ﹤0.01% | 4870 |
|
|
2016
Q4 | $746K | Sell |
12,900
-500
| -4% | -$28K | ﹤0.01% | 4286 |
|
|
2016
Q3 | $690K | Sell |
13,400
-5,900
| -31% | -$276K | ﹤0.01% | 4348 |
|
|
2016
Q2 | $793K | Buy |
19,300
+1,800
| +10% | +$76K | ﹤0.01% | 3870 |
|
|
2016
Q1 | $690K | Sell |
17,500
-3,300
| -16% | -$127K | ﹤0.01% | 3962 |
|
|
2015
Q4 | $936K | Buy |
20,800
+8,200
| +65% | +$400K | ﹤0.01% | 3664 |
|
|
2015
Q3 | $596K | Sell |
12,600
-3,700
| -23% | -$192K | ﹤0.01% | 4549 |
|
|
2015
Q2 | $836K | Buy |
16,300
+2,600
| +19% | +$135K | ﹤0.01% | 4217 |
|
|
2015
Q1 | $704K | Buy |
13,700
+5,500
| +67% | +$276K | ﹤0.01% | 4417 |
|
|
2014
Q4 | $426K | Sell |
8,200
-20,400
| -71% | -$1.06M | ﹤0.01% | 4943 |
|
|
2014
Q3 | $1.5M | Buy |
28,600
+6,800
| +31% | +$356K | ﹤0.01% | 3201 |
|
|
2014
Q2 | $1.1M | Sell |
21,800
-18,400
| -46% | -$866K | ﹤0.01% | 3381 |
|
|
2014
Q1 | $1.85M | Buy |
40,200
+5,900
| +17% | +$270K | ﹤0.01% | 2736 |
|
|
2013
Q4 | $1.69M | Buy |
34,300
+17,100
| +99% | +$812K | ﹤0.01% | 2710 |
|
|
2013
Q3 | $737K | Buy |
17,200
+5,600
| +48% | +$234K | ﹤0.01% | 3406 |
|
|
2013
Q2 | $434K | Buy |
+11,600
| New | +$424K | ﹤0.01% | 3956 |
|
Other funds holding PFG
NLI
VCM
VPM
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.