Citigroup
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Citigroup’s Principal Financial Group PFG Stock Holding History

Citigroup’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
2021
Q1 		– Sell
-300
Closed -$15K – 7109
2020
Q4 		$15K Sell
300
-1,600
-84% -$73.3K ﹤0.01% 6800
2020
Q3 		$77K Sell
1,900
-1,100
-37% -$46.9K ﹤0.01% 5304
2020
Q2 		$125K Sell
3,000
-1,200
-29% -$43.8K ﹤0.01% 5392
2020
Q1 		$131K Sell
4,200
-1,700
-29% -$80.4K ﹤0.01% 5115
2019
Q4 		$325K Sell
5,900
-600
-9% -$32.8K ﹤0.01% 4787
2019
Q3 		$372K Buy
6,500
+2,300
+55% +$129K ﹤0.01% 4624
2019
Q2 		$243K Sell
4,200
-500
-11% -$27.6K ﹤0.01% 5097
2019
Q1 		$236K Sell
4,700
-2,900
-38% -$144K ﹤0.01% 4937
2018
Q4 		$336K Buy
7,600
+4,000
+111% +$197K ﹤0.01% 4529
2018
Q3 		$211K Buy
3,600
+500
+16% +$27.9K ﹤0.01% 5195
2018
Q2 		$164K Hold
3,100
– – ﹤0.01% 5259
2018
Q1 		$189K Sell
3,100
-200
-6% -$13.2K ﹤0.01% 5029
2017
Q4 		$233K Buy
3,300
+2,700
+450% +$186K ﹤0.01% 4913
2017
Q3 		$39K Buy
+600
New +$38.6K ﹤0.01% 6125
2014
Q1 		– Sell
-63,200
Closed -$3.12M – 7159
2013
Q4 		$3.12M Buy
+63,200
New +$3M ﹤0.01% 2192

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

Citigroup's PFG Position: Q2 2026 in Review

Citigroup increased its Principal Financial Group (PFG) stake by 91% in Q2 2026, buying an estimated $18.8M and bringing the position to 388,059 shares worth $41.8M. The position accounts for 0.01% of the portfolio, ranked #813.

Citigroup first reported a position in PFG in Q2 2013 and has held it in 53 quarters since. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Citigroup held 388,059 shares of Principal Financial Group worth $41.8M as of Q2 2026.
  • Citigroup bought 185,304 Principal Financial Group shares in Q2 2026, an estimated $18.8M.
  • Principal Financial Group made up 0.01% of Citigroup's portfolio in Q2 2026, its #813 holding.
  • Citigroup first reported a position in Principal Financial Group in Q2 2013 and has held it in 53 quarters since.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.