Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Principal Financial Group PFG Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
Q1 		– Sell
-33,121
Closed -$2.92M – 1719
2025
Q4 		$2.92M Buy
33,121
+24,875
+302% +$2.1M 0.01% 821
2025
Q3 		$684K Buy
+8,246
New +$659K ﹤0.01% 1177
2024
Q1 		– Sell
-15,835
Closed -$1.25M – 1672
2023
Q4 		$1.25M Buy
+15,835
New +$1.15M 0.01% 797
2023
Q3 		– Sell
-83,683
Closed -$6.35M – 1497
2023
Q2 		$6.35M Sell
83,683
-55,418
-40% -$3.99M 0.03% 346
2023
Q1 		$10.3M Buy
139,101
+128,493
+1,211% +$10.9M 0.06% 245
2022
Q4 		$890K Sell
10,608
-4,124
-28% -$354K 0.01% 733
2022
Q3 		$1.06M Buy
14,732
+9,377
+175% +$674K 0.01% 641
2022
Q2 		$358K Buy
+5,355
New +$377K ﹤0.01% 838
2021
Q3 		– Sell
-36,753
Closed -$2.32M – 1179
2021
Q2 		$2.32M Sell
36,753
-4,438
-11% -$284K 0.01% 506
2021
Q1 		$2.47M Sell
41,191
-4,370
-10% -$244K 0.01% 513
2020
Q4 		$2.26M Buy
45,561
+14,334
+46% +$657K 0.01% 484
2020
Q3 		$1.26M Buy
+31,227
New +$1.33M 0.01% 578
2020
Q2 		– Sell
-67,000
Closed -$2.1M – 1145
2020
Q1 		$2.1M Buy
+67,000
New +$3.17M 0.02% 405
2019
Q3 		– Sell
-35,125
Closed -$2.03M – 1058
2019
Q2 		$2.03M Buy
+35,125
New +$1.94M 0.01% 431
2015
Q3 		– Sell
-4,300
Closed -$221K – 775
2015
Q2 		$221K Hold
4,300
– – ﹤0.01% 547
2015
Q1 		$221K Hold
4,300
– – ﹤0.01% 491
2014
Q4 		$223K Buy
+4,300
New +$223K ﹤0.01% 512
2014
Q1 		– Sell
-8,023
Closed -$420K – 755
2013
Q4 		$420K Buy
+8,023
New +$381K ﹤0.01% 532

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Connor, Clark & Lunn Investment Management (CC&L)'s PFG Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 33,121 shares — an estimated $2.92M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in PFG in Q4 2013 and held it in 18 quarters. The position peaked at $10.3M in Q1 2023. 912 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 33,121 Principal Financial Group shares in Q1 2026, an estimated $2.92M.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Principal Financial Group in Q4 2013 and held it in 18 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Principal Financial Group position peaked at $10.3M in Q1 2023.
  • 912 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.