D.E. Shaw & Co
PFG icon

D.E. Shaw & Co’s Principal Financial Group PFG Stock Holding History

D.E. Shaw & Co’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
2014
Q2 		– Sell
-40,000
Closed -$1.84M – 4448
2014
Q1 		$1.84M Sell
40,000
-26,300
-40% -$1.2M ﹤0.01% 2472
2013
Q4 		$3.27M Sell
66,300
-45,000
-40% -$2.14M ﹤0.01% 2053
2013
Q3 		$4.77M Buy
111,300
+74,900
+206% +$3.12M 0.01% 1636
2013
Q2 		$1.36M Buy
+36,400
New +$1.33M ﹤0.01% 2456

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

D.E. Shaw & Co's PFG Position: Q2 2026 in Review

D.E. Shaw & Co increased its Principal Financial Group (PFG) stake by 65% in Q2 2026, buying an estimated $765K and bringing the position to 19,193 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #3176.

D.E. Shaw & Co first reported a position in PFG in Q2 2013 and has held it in 50 quarters since. The position peaked at $31.2M in Q1 2024. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • D.E. Shaw & Co held 19,193 shares of Principal Financial Group worth $2.07M as of Q2 2026.
  • D.E. Shaw & Co bought 7,537 Principal Financial Group shares in Q2 2026, an estimated $765K.
  • Principal Financial Group made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q2 2026, its #3176 holding.
  • D.E. Shaw & Co first reported a position in Principal Financial Group in Q2 2013 and has held it in 50 quarters since.
  • D.E. Shaw & Co's Principal Financial Group position peaked at $31.2M in Q1 2024.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.