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 $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

Citigroup's PFG Position: Q1 2026 in Review

Citigroup reduced its Principal Financial Group (PFG) stake by 15% in Q1 2026, selling an estimated $3.35M and leaving 202,755 shares worth $18.3M. The position accounts for 0.01% of the portfolio, ranked #1117.

Citigroup first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.8M in Q4 2022. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Citigroup held 202,755 shares of Principal Financial Group worth $18.3M as of Q1 2026.
  • Citigroup sold 36,678 Principal Financial Group shares in Q1 2026, an estimated $3.35M.
  • Principal Financial Group made up 0.01% of Citigroup's portfolio in Q1 2026, its #1117 holding.
  • Citigroup first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
  • Citigroup's Principal Financial Group position peaked at $30.8M in Q4 2022.
  • 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.