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DGS Capital Management’s Principal Financial Group PFG Stock Holding History

DGS Capital Management’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 		$399K Buy
4,425
+173
+4% +$15.8K 0.07% 299
2025
Q4 		$375K Buy
+4,252
New +$359K 0.06% 264

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

DGS Capital Management's PFG Position: Q1 2026 in Review

DGS Capital Management increased its Principal Financial Group (PFG) stake by 4.1% in Q1 2026, buying an estimated $15.8K and bringing the position to 4,425 shares worth $399K. The position accounts for 0.07% of the portfolio, ranked #299.

DGS Capital Management first reported a position in PFG in Q4 2025 and has held it in 2 quarters since. 914 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • DGS Capital Management held 4,425 shares of Principal Financial Group worth $399K as of Q1 2026.
  • DGS Capital Management bought 173 Principal Financial Group shares in Q1 2026, an estimated $15.8K.
  • Principal Financial Group made up 0.07% of DGS Capital Management's portfolio in Q1 2026, its #299 holding.
  • DGS Capital Management first reported a position in Principal Financial Group in Q4 2025 and has held it in 2 quarters since.
  • 914 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.