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Citizens Financial Group’s Principal Financial Group PFG Stock Holding History

Citizens Financial Group’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
2026
Q2 		$219K Buy
+2,033
New +$206K ﹤0.01% 971
2020
Q3 		– Sell
-4,171
Closed -$173K – 732
2020
Q2 		$173K Buy
4,171
+595
+17% +$21.7K 0.01% 295
2020
Q1 		$113K Sell
3,576
-355
-9% -$16.8K 0.01% 318
2019
Q4 		$216K Buy
3,931
+14
+0.4% +$766 0.01% 249
2019
Q3 		$224K Sell
3,917
-2,397
-38% -$135K 0.02% 222
2019
Q2 		$366K Sell
6,314
-1,233
-16% -$67.9K 0.03% 182
2019
Q1 		$379K Sell
7,547
-3,184
-30% -$158K 0.03% 183
2018
Q4 		$474K Sell
10,731
-133,378
-93% -$6.57M 0.04% 153
2018
Q3 		$8.44M Sell
144,109
-3,365
-2% -$188K 0.67% 54
2018
Q2 		$7.81M Sell
147,474
-4,225
-3% -$245K 0.65% 55
2018
Q1 		$9.24M Sell
151,699
-5,491
-3% -$361K 0.78% 44
2017
Q4 		$11.1M Buy
157,190
+1,020
+0.7% +$70.3K 0.89% 38
2017
Q3 		$10M Sell
156,170
-6,920
-4% -$445K 0.86% 41
2017
Q2 		$10.4M Sell
163,090
-4,111
-2% -$261K 0.92% 35
2017
Q1 		$10.6M Sell
167,201
-2,160
-1% -$132K 0.93% 37
2016
Q4 		$9.8M Sell
169,361
-7,875
-4% -$441K 0.95% 32
2016
Q3 		$9.13M Buy
177,236
+53,579
+43% +$2.51M 0.86% 43
2016
Q2 		$5.08M Buy
+123,657
New +$5.22M 0.49% 75
2016
Q1 		– Sell
-26
Closed -$1K – 757
2015
Q4 		$1K Buy
+26
New +$1.27K ﹤0.01% 720

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

Citizens Financial Group's PFG Position: Q2 2026 in Review

Citizens Financial Group opened a new position in Principal Financial Group (PFG) in Q2 2026: 2,033 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #971 among its holdings. This is a return to the name: Citizens Financial Group previously reported a position in PFG as recently as Q2 2020.

Citizens Financial Group first reported a position in PFG in Q4 2015 and has held it in 19 quarters since. The position peaked at $11.1M in Q4 2017. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Citizens Financial Group held 2,033 shares of Principal Financial Group worth $219K as of Q2 2026.
  • Principal Financial Group was a new Citizens Financial Group position in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #971 holding.
  • Citizens Financial Group first reported a position in Principal Financial Group in Q4 2015 and has held it in 19 quarters since.
  • Citizens Financial Group's Principal Financial Group position peaked at $11.1M in Q4 2017.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.