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Deseret Mutual Benefit Administrators’s Principal Financial Group PFG Stock Holding History

Deseret Mutual Benefit Administrators’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
Q2 		$111K Sell
1,029
-50
-5% -$5.08K 0.04% 277
2026
Q1 		$97.2K Buy
1,079
+502
+87% +$45.9K 0.03% 296
2025
Q4 		$50.9K Hold
577
– – 0.02% 312
2025
Q3 		$47.8K Hold
577
– – 0.02% 319
2025
Q2 		$45.8K Hold
577
– – 0.02% 313
2025
Q1 		$48.7K Sell
577
-501
-46% -$41.7K 0.02% 297
2024
Q4 		$83.4K Hold
1,078
– – 0.04% 232
2024
Q3 		$92.6K Sell
1,078
-7
-0.6% -$565 0.05% 224
2024
Q2 		$85.1K Hold
1,085
– – 0.04% 224
2024
Q1 		$93.6K Buy
1,085
+606
+127% +$48.6K 0.05% 213
2023
Q4 		$37.7K Sell
479
-142
-23% -$10.3K 0.02% 311
2023
Q3 		$44.8K Sell
621
-129
-17% -$10K 0.02% 312
2023
Q2 		$56.9K Hold
750
– – 0.02% 294
2023
Q1 		$55.7K Hold
750
– – 0.02% 287
2022
Q4 		$62.9K Sell
750
-708
-49% -$60.7K 0.03% 267
2022
Q3 		$105K Sell
1,458
-381
-21% -$27.4K 0.03% 278
2022
Q2 		$123K Hold
1,839
– – 0.03% 292
2022
Q1 		$135K Sell
1,839
-375
-17% -$27.1K 0.03% 300
2021
Q4 		$160K Hold
2,214
– – 0.03% 301
2021
Q3 		$143K Sell
2,214
-883
-29% -$56.7K 0.03% 307
2021
Q2 		$196K Buy
+3,097
New +$198K 0.05% 204

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

Deseret Mutual Benefit Administrators's PFG Position: Q2 2026 in Review

Deseret Mutual Benefit Administrators reduced its Principal Financial Group (PFG) stake by 4.6% in Q2 2026, selling an estimated $5.08K and leaving 1,029 shares worth $111K. The position accounts for 0.04% of the portfolio, ranked #277.

Deseret Mutual Benefit Administrators first reported a position in PFG in Q2 2021 and has held it in 21 quarters since. The position peaked at $196K in Q2 2021. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Deseret Mutual Benefit Administrators held 1,029 shares of Principal Financial Group worth $111K as of Q2 2026.
  • Deseret Mutual Benefit Administrators sold 50 Principal Financial Group shares in Q2 2026, an estimated $5.08K.
  • Principal Financial Group made up 0.04% of Deseret Mutual Benefit Administrators's portfolio in Q2 2026, its #277 holding.
  • Deseret Mutual Benefit Administrators first reported a position in Principal Financial Group in Q2 2021 and has held it in 21 quarters since.
  • Deseret Mutual Benefit Administrators's Principal Financial Group position peaked at $196K in Q2 2021.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q2 2026, filed 14 Aug 2026.