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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.