Daiwa Securities Group
PFG icon

Daiwa Securities Group’s Principal Financial Group PFG Stock Holding History

Daiwa Securities Group’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 		$3.21M Buy
35,620
+1,464
+4% +$134K 0.01% 570
2025
Q4 		$3.01M Buy
34,156
+504
+1% +$42.5K 0.01% 567
2025
Q3 		$2.79M Buy
33,652
+1,225
+4% +$97.9K 0.01% 562
2025
Q2 		$2.58M Buy
32,427
+1,196
+4% +$91.8K 0.01% 569
2025
Q1 		$2.63M Buy
31,231
+1,936
+7% +$161K 0.01% 534
2024
Q4 		$2.27M Buy
29,295
+1,772
+6% +$149K 0.01% 562
2024
Q3 		$2.36M Buy
27,523
+457
+2% +$36.9K 0.01% 542
2024
Q2 		$2.12M Buy
27,066
+1,652
+7% +$134K 0.01% 541
2024
Q1 		$2.19M Buy
25,414
+4,442
+21% +$356K 0.01% 528
2023
Q4 		$1.65M Buy
20,972
+1,026
+5% +$74.3K 0.01% 565
2023
Q3 		$1.44M Buy
19,946
+1,344
+7% +$104K 0.01% 579
2023
Q2 		$1.41M Buy
18,602
+432
+2% +$31.1K 0.01% 577
2023
Q1 		$1.35M Sell
18,170
-752
-4% -$63.8K 0.01% 587
2022
Q4 		$1.59M Buy
18,922
+1,687
+10% +$145K 0.01% 524
2022
Q3 		$1.24M Buy
17,235
+9
+0.1% +$646 0.01% 574
2022
Q2 		$1.15M Buy
17,226
+731
+4% +$51.4K 0.01% 611
2022
Q1 		$1.21M Buy
16,495
+1,012
+7% +$73.3K 0.01% 641
2021
Q4 		$1.12M Buy
15,483
+335
+2% +$23.4K 0.01% 676
2021
Q3 		$976K Buy
15,148
+559
+4% +$35.9K 0.01% 686
2021
Q2 		$922K Buy
14,589
+647
+5% +$41.4K 0.01% 677
2021
Q1 		$836K Buy
13,942
+390
+3% +$21.7K 0.01% 680
2020
Q4 		$672K Buy
13,552
+490
+4% +$22.4K 0.01% 684
2020
Q3 		$526K Buy
13,062
+767
+6% +$32.7K ﹤0.01% 678
2020
Q2 		$385K Hold
12,295
– – 0.01% 626
2020
Q1 		$385K Hold
12,295
– – ﹤0.01% 720
2019
Q4 		$676K Hold
12,295
– – 0.01% 627
2019
Q3 		$703K Buy
12,295
+770
+7% +$43.3K 0.01% 595
2019
Q2 		$668K Hold
11,525
– – 0.01% 576
2019
Q1 		$578K Buy
11,525
+893
+8% +$44.3K 0.01% 598
2018
Q4 		$470K Buy
10,632
+600
+6% +$29.5K ﹤0.01% 610
2018
Q3 		$588K Buy
10,032
+250
+3% +$13.9K ﹤0.01% 608
2018
Q2 		$518K Buy
9,782
+350
+4% +$20.3K ﹤0.01% 626
2018
Q1 		$575K Buy
9,432
+104
+1% +$6.84K ﹤0.01% 586
2017
Q4 		$658K Sell
9,328
-5,000
-35% -$344K ﹤0.01% 568
2017
Q3 		$922K Sell
14,328
-72
-0.5% -$4.63K 0.01% 470
2017
Q2 		$923K Sell
14,400
-10,450
-42% -$663K 0.01% 466
2017
Q1 		$1.57M Sell
24,850
-5,600
-18% -$342K 0.01% 379
2016
Q4 		$1.76M Buy
30,450
+23,450
+335% +$1.31M 0.01% 299
2016
Q3 		$361K Hold
7,000
– – ﹤0.01% 566
2016
Q2 		$288K Buy
7,000
+400
+6% +$16.9K ﹤0.01% 592
2016
Q1 		$260K Hold
6,600
– – ﹤0.01% 609
2015
Q4 		$297K Sell
6,600
-300
-4% -$14.6K ﹤0.01% 580
2015
Q3 		$327K Hold
6,900
– – ﹤0.01% 572
2015
Q2 		$354K Sell
6,900
-400
-5% -$20.8K ﹤0.01% 597
2015
Q1 		$375K Sell
7,300
-30,000
-80% -$1.51M ﹤0.01% 516
2014
Q4 		$1.94M Sell
37,300
-120,400
-76% -$6.24M 0.01% 254
2014
Q3 		$8.28M Buy
157,700
+150,000
+1,948% +$7.85M 0.06% 116
2014
Q2 		$389K Sell
7,700
-116,500
-94% -$5.49M ﹤0.01% 467
2014
Q1 		$5.71M Sell
124,200
-69,900
-36% -$3.2M 0.04% 140
2013
Q4 		$9.57M Buy
194,100
+10,000
+5% +$475K 0.08% 106
2013
Q3 		$7.88M Sell
184,100
-15,500
-8% -$646K 0.06% 115
2013
Q2 		$7.47M Buy
+199,600
New +$7.3M 0.06% 122

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

Daiwa Securities Group's PFG Position: Q1 2026 in Review

Daiwa Securities Group increased its Principal Financial Group (PFG) stake by 4.3% in Q1 2026, buying an estimated $134K and bringing the position to 35,620 shares worth $3.21M. The position accounts for 0.01% of the portfolio, ranked #570.

Daiwa Securities Group first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.57M in Q4 2013. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Daiwa Securities Group held 35,620 shares of Principal Financial Group worth $3.21M as of Q1 2026.
  • Daiwa Securities Group bought 1,464 Principal Financial Group shares in Q1 2026, an estimated $134K.
  • Principal Financial Group made up 0.01% of Daiwa Securities Group's portfolio in Q1 2026, its #570 holding.
  • Daiwa Securities Group first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
  • Daiwa Securities Group's Principal Financial Group position peaked at $9.57M in Q4 2013.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Daiwa Securities Group's 13F filing for Q1 2026, filed 13 May 2026.