Covestor
PFG icon

Covestor’s Principal Financial Group PFG Stock Holding History

Covestor’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
Q3 		$27K Sell
241
-177
-42% -$20K 0.02% 1000
2026
Q2 		$45K Buy
418
+67
+19% +$6.8K 0.03% 849
2026
Q1 		$32K Sell
351
-10
-3% -$914 0.02% 936
2025
Q4 		$32K Sell
361
-16
-4% -$1.35K 0.02% 1071
2025
Q3 		$31K Sell
377
-380
-50% -$30.4K 0.02% 1113
2025
Q2 		$60K Buy
757
+79
+12% +$6.06K 0.04% 824
2025
Q1 		$57K Buy
678
+138
+26% +$11.5K 0.04% 796
2024
Q4 		$42K Buy
540
+319
+144% +$26.9K 0.03% 923
2024
Q3 		$19K Buy
221
+7
+3% +$565 0.01% 1236
2024
Q2 		$17K Sell
214
-1,032
-83% -$83.8K 0.01% 1264
2024
Q1 		$108K Sell
1,246
-19
-2% -$1.52K 0.07% 493
2023
Q4 		$100K Buy
1,265
+263
+26% +$19K 0.07% 498
2023
Q3 		$72K Buy
1,002
+57
+6% +$4.42K 0.05% 598
2023
Q2 		$72K Buy
945
+335
+55% +$24.1K 0.05% 622
2023
Q1 		$45K Buy
610
+36
+6% +$3.05K 0.04% 745
2022
Q4 		$48K Sell
574
-661
-54% -$56.7K 0.04% 745
2022
Q3 		$89K Sell
1,235
-269
-18% -$19.3K 0.08% 413
2022
Q2 		$100K Sell
1,504
-312
-17% -$21.9K 0.08% 410
2022
Q1 		$133K Buy
1,816
+836
+85% +$60.5K 0.09% 333
2021
Q4 		$71K Buy
+980
New +$68.4K 0.1% 333

Other funds holding PFG

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Conning Inc
Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Covestor's PFG Position: Q3 2026 in Review

Covestor reduced its Principal Financial Group (PFG) stake by 42% in Q3 2026, selling an estimated $20K and leaving 241 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #1000.

Covestor first reported a position in PFG in Q4 2021 and has held it in 20 quarters since. The position peaked at $133K in Q1 2022. 494 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Covestor held 241 shares of Principal Financial Group worth $27K as of Q3 2026.
  • Covestor sold 177 Principal Financial Group shares in Q3 2026, an estimated $20K.
  • Principal Financial Group made up 0.02% of Covestor's portfolio in Q3 2026, its #1000 holding.
  • Covestor first reported a position in Principal Financial Group in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Principal Financial Group position peaked at $133K in Q1 2022.
  • 494 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.