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Curi RMB Capital’s Principal Financial Group PFG Stock Holding History

Curi RMB Capital’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
2017
Q1 		– Sell
-81,000
Closed -$4.69M – 610
2016
Q4 		$4.69M Buy
+81,000
New +$4.54M 0.25% 119

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

Curi RMB Capital's PFG Position: Q1 2026 in Review

Curi RMB Capital increased its Principal Financial Group (PFG) stake by 0.84% in Q1 2026, buying an estimated $6.22K and bringing the position to 8,183 shares worth $737K. The position accounts for 0.01% of the portfolio, ranked #510.

Curi RMB Capital first reported a position in PFG in Q4 2025 and has held it in 2 quarters since. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Curi RMB Capital held 8,183 shares of Principal Financial Group worth $737K as of Q1 2026.
  • Curi RMB Capital bought 68 Principal Financial Group shares in Q1 2026, an estimated $6.22K.
  • Principal Financial Group made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #510 holding.
  • Curi RMB Capital first reported a position in Principal Financial Group in Q4 2025 and has held it in 2 quarters since.
  • 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.