Conning Inc’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $35.9M | Buy |
398,470
+29,707
| +8% | +$2.72M | 1.19% | 26 |
|
|
2025
Q4 | $32.5M | Sell |
368,763
-41,101
| -10% | -$3.47M | 1.09% | 45 |
|
|
2025
Q3 | $34M | Sell |
409,864
-35,796
| -8% | -$2.86M | 1.13% | 31 |
|
|
2025
Q2 | $35.4M | Buy |
445,660
+40,707
| +10% | +$3.12M | 1.22% | 27 |
|
|
2025
Q1 | $34.2M | Buy |
404,953
+397,138
| +5,082% | +$33M | 1.2% | 43 |
|
|
2024
Q4 | $605K | Hold |
7,815
| – | – | 0.02% | 204 |
|
|
2024
Q3 | $671K | Buy |
7,815
+274
| +4% | +$22.1K | 0.02% | 204 |
|
|
2024
Q2 | $592K | Sell |
7,541
-21,721
| -74% | -$1.76M | 0.02% | 207 |
|
|
2024
Q1 | $2.53M | Sell |
29,262
-200
| -0.7% | -$16.1K | 0.08% | 146 |
|
|
2023
Q4 | $2.32M | Buy |
29,462
+1,300
| +5% | +$94.2K | 0.08% | 146 |
|
|
2023
Q3 | $2.03M | Sell |
28,162
-1,850
| -6% | -$144K | 0.07% | 146 |
|
|
2023
Q2 | $2.28M | Buy |
30,012
+6,947
| +30% | +$501K | 0.08% | 152 |
|
|
2023
Q1 | $1.71M | Buy |
23,065
+986
| +4% | +$83.7K | 0.06% | 162 |
|
|
2022
Q4 | $1.85M | Buy |
22,079
+4,427
| +25% | +$380K | 0.06% | 163 |
|
|
2022
Q3 | $1.27M | Sell |
17,652
-80,684
| -82% | -$5.8M | 0.05% | 169 |
|
|
2022
Q2 | $6.57M | Sell |
98,336
-11,234
| -10% | -$790K | 0.2% | 106 |
|
|
2022
Q1 | $8.04M | Sell |
109,570
-4,802
| -4% | -$348K | 0.22% | 101 |
|
|
2021
Q4 | $8.27M | Sell |
114,372
-22,806
| -17% | -$1.59M | 0.22% | 91 |
|
|
2021
Q3 | $8.83M | Sell |
137,178
-328
| -0.2% | -$21.1K | 0.25% | 83 |
|
|
2021
Q2 | $8.69M | Buy |
137,506
+10,472
| +8% | +$670K | 0.25% | 83 |
|
|
2021
Q1 | $7.62M | Sell |
127,034
-27,791
| -18% | -$1.55M | 0.23% | 80 |
|
|
2020
Q4 | $7.68M | Buy |
154,825
+11,304
| +8% | +$518K | 0.24% | 74 |
|
|
2020
Q3 | $5.78M | Sell |
143,521
-248
| -0.2% | -$10.6K | 0.2% | 84 |
|
|
2020
Q2 | $5.97M | Sell |
143,769
-764,758
| -84% | -$27.9M | 0.22% | 83 |
|
|
2020
Q1 | $28.5M | Buy |
908,527
+81,919
| +10% | +$3.88M | 1.21% | 40 |
|
|
2019
Q4 | $45.5M | Buy |
826,608
+55,257
| +7% | +$3.02M | 1.49% | 30 |
|
|
2019
Q3 | $44.1M | Buy |
771,351
+5,894
| +0.8% | +$332K | 1.53% | 20 |
|
|
2019
Q2 | $44.3M | Sell |
765,457
-33,073
| -4% | -$1.82M | 1.47% | 23 |
|
|
2019
Q1 | $40.1M | Sell |
798,530
-67,267
| -8% | -$3.33M | 1.25% | 35 |
|
|
2018
Q4 | $38.2M | Buy |
865,797
+75,590
| +10% | +$3.72M | 1.3% | 30 |
|
|
2018
Q3 | $46.3M | Buy |
790,207
+72,347
| +10% | +$4.03M | 1.37% | 21 |
|
|
2018
Q2 | $38M | Buy |
717,860
+211,161
| +42% | +$12.3M | 1.16% | 36 |
|
|
2018
Q1 | $30.9M | Buy |
506,699
+100,108
| +25% | +$6.59M | 0.99% | 50 |
|
|
2017
Q4 | $28.7M | Sell |
406,591
-25,104
| -6% | -$1.73M | 0.95% | 51 |
|
|
2017
Q3 | $27.8M | Sell |
431,695
-1,943
| -0.4% | -$125K | 0.95% | 50 |
|
|
2017
Q2 | $27.8M | Buy |
433,638
+38,091
| +10% | +$2.42M | 1.01% | 45 |
|
|
2017
Q1 | $25M | Sell |
395,547
-6,724
| -2% | -$410K | 0.92% | 53 |
|
|
2016
Q4 | $23.3M | Sell |
402,271
-66,873
| -14% | -$3.75M | 0.93% | 49 |
|
|
2016
Q3 | $24.2M | Sell |
469,144
-19,181
| -4% | -$897K | 0.96% | 44 |
|
|
2016
Q2 | $20.1M | Sell |
488,325
-49,839
| -9% | -$2.1M | 0.83% | 53 |
|
|
2016
Q1 | $21.2M | Buy |
538,164
+81,253
| +18% | +$3.13M | 0.89% | 53 |
|
|
2015
Q4 | $20.6M | Buy |
456,911
+9,502
| +2% | +$464K | 0.88% | 47 |
|
|
2015
Q3 | $21.2M | Buy |
447,409
+27,950
| +7% | +$1.45M | 0.93% | 48 |
|
|
2015
Q2 | $21.5M | Buy |
419,459
+411,987
| +5,514% | +$21.4M | 0.88% | 51 |
|
|
2015
Q1 | $384K | Sell |
7,472
-70
| -0.9% | -$3.52K | 0.02% | 439 |
|
|
2014
Q4 | $392K | Sell |
7,542
-370
| -5% | -$19.2K | 0.02% | 428 |
|
|
2014
Q3 | $415K | Sell |
7,912
-300
| -4% | -$15.7K | 0.02% | 403 |
|
|
2014
Q2 | $415K | Sell |
8,212
-450
| -5% | -$21.2K | 0.02% | 408 |
|
|
2014
Q1 | $398K | Buy |
8,662
+480
| +6% | +$22K | 0.02% | 417 |
|
|
2013
Q4 | $403K | Buy |
8,182
+1,420
| +21% | +$67.4K | 0.03% | 385 |
|
|
2013
Q3 | $290K | Buy |
6,762
+60
| +0.9% | +$2.5K | 0.02% | 407 |
|
|
2013
Q2 | $251K | Buy |
+6,702
| New | +$245K | 0.02% | 413 |
|
Other funds holding PFG
NLI
VCM
VPM
Conning Inc's PFG Position: Q1 2026 in Review
Conning Inc increased its Principal Financial Group (PFG) stake by 8.1% in Q1 2026, buying an estimated $2.72M and bringing the position to 398,470 shares worth $35.9M. The position accounts for 1.19% of the portfolio, ranked #26.
Conning Inc first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $46.3M in Q3 2018. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.
- Conning Inc held 398,470 shares of Principal Financial Group worth $35.9M as of Q1 2026.
- Conning Inc bought 29,707 Principal Financial Group shares in Q1 2026, an estimated $2.72M.
- Principal Financial Group made up 1.19% of Conning Inc's portfolio in Q1 2026, its #26 holding.
- Conning Inc first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
- Conning Inc's Principal Financial Group position peaked at $46.3M in Q3 2018.
- 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.
Based on Conning Inc's 13F filing for Q1 2026, filed 30 Apr 2026.