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Curat Global’s Principal Financial Group PFG Stock Holding History

Curat Global’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 		$759K Buy
8,424
+2,042
+32% +$187K 0.75% 30
2025
Q4 		$563K Sell
6,382
-2,042
-24% -$172K 0.63% 39
2025
Q3 		$698K Hold
8,424
– – 0.66% 34
2025
Q2 		$669K Buy
8,424
+2,285
+37% +$175K 0.64% 39
2025
Q1 		$518K Buy
+6,139
New +$511K 0.63% 48

Other funds holding PFG

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Curat Global's PFG Position: Q1 2026 in Review

Curat Global increased its Principal Financial Group (PFG) stake by 32% in Q1 2026, buying an estimated $187K and bringing the position to 8,424 shares worth $759K. The position accounts for 0.75% of the portfolio, ranked #30.

Curat Global first reported a position in PFG in Q1 2025 and has held it in 5 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Curat Global held 8,424 shares of Principal Financial Group worth $759K as of Q1 2026.
  • Curat Global bought 2,042 Principal Financial Group shares in Q1 2026, an estimated $187K.
  • Principal Financial Group made up 0.75% of Curat Global's portfolio in Q1 2026, its #30 holding.
  • Curat Global first reported a position in Principal Financial Group in Q1 2025 and has held it in 5 quarters since.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Curat Global's 13F filing for Q1 2026, filed 21 Apr 2026.