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	–	7110
2020 Q4	$15K	Hold	300	–	–	﹤0.01%	6801
2020 Q3	$12K	Sell	300 -600	-67%	-$25.6K	﹤0.01%	6508
2020 Q2	$37K	Sell	900 -2,100	-70%	-$76.6K	﹤0.01%	6205
2020 Q1	$94K	Sell	3,000 -1,300	-30%	-$61.5K	﹤0.01%	5389
2019 Q4	$237K	Sell	4,300 -1,800	-30%	-$98.5K	﹤0.01%	5043
2019 Q3	$349K	Buy	6,100 +2,600	+74%	+$146K	﹤0.01%	4671
2019 Q2	$203K	Buy	3,500 +2,800	+400%	+$154K	﹤0.01%	5261
2019 Q1	$35K	Sell	700 -700	-50%	-$34.7K	﹤0.01%	6624
2018 Q4	$62K	Sell	1,400 -3,600	-72%	-$177K	﹤0.01%	6060
2018 Q3	$293K	Buy	5,000 +3,800	+317%	+$212K	﹤0.01%	4865
2018 Q2	$64K	Sell	1,200 -300	-20%	-$17.4K	﹤0.01%	6094
2018 Q1	$91K	Sell	1,500 -800	-35%	-$52.6K	﹤0.01%	5696
2017 Q4	$162K	Buy	+2,300	New	+$158K	﹤0.01%	5235

Other funds holding PFG

Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup's PFG Position: Q3 2026 in Review

Citigroup reduced its Principal Financial Group (PFG) stake by 11% in Q3 2026, selling an estimated $4.95M and leaving 344,343 shares worth $38.6M. The position accounts for 0.01% of the portfolio, ranked #874.

Citigroup first reported a position in PFG in Q2 2013 and has held it in 54 quarters since. The position peaked at $41.8M in Q2 2026. 523 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

Citigroup held 344,343 shares of Principal Financial Group worth $38.6M as of Q3 2026.
Citigroup sold 43,716 Principal Financial Group shares in Q3 2026, an estimated $4.95M.
Principal Financial Group made up 0.01% of Citigroup's portfolio in Q3 2026, its #874 holding.
Citigroup first reported a position in Principal Financial Group in Q2 2013 and has held it in 54 quarters since.
Citigroup's Principal Financial Group position peaked at $41.8M in Q2 2026.
523 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.