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Dmitry Balyasny’s Principal Financial Group PFG Stock Holding History

Dmitry Balyasny’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 		$500K Buy
4,640
+1,687
+57% +$171K ﹤0.01% 2516
2026
Q1 		$266K Sell
2,953
-378
-11% -$34.6K ﹤0.01% 2609
2025
Q4 		$294K Buy
+3,331
New +$281K ﹤0.01% 2736
2024
Q1 		– Sell
-1,397,497
Closed -$110M – 2997
2023
Q4 		$110M Sell
1,397,497
-39,931
-3% -$2.89M 0.21% 90
2023
Q3 		$104M Buy
1,437,428
+963,764
+203% +$74.8M 0.21% 100
2023
Q2 		$35.9M Sell
473,664
-151,371
-24% -$10.9M 0.08% 345
2023
Q1 		$46.5M Buy
+625,035
New +$53M 0.12% 238
2020
Q3 		– Sell
-719,306
Closed -$29.9M – 1522
2020
Q2 		$29.9M Buy
719,306
+426,936
+146% +$15.6M 0.26% 99
2020
Q1 		$9.16M Buy
+292,370
New +$13.8M 0.11% 254
2019
Q4 		– Sell
-263,684
Closed -$15.1M – 1410
2019
Q3 		$15.1M Buy
263,684
+187,142
+244% +$10.5M 0.1% 295
2019
Q2 		$4.43M Buy
+76,542
New +$4.22M 0.03% 641
2019
Q1 		– Sell
-14,143
Closed -$625K – 1587
2018
Q4 		$625K Buy
+14,143
New +$696K ﹤0.01% 1041
2018
Q3 		– Sell
-391,849
Closed -$20.7M – 1955
2018
Q2 		$20.7M Sell
391,849
-377,032
-49% -$21.9M 0.09% 307
2018
Q1 		$46.8M Buy
768,881
+638,487
+490% +$42M 0.2% 134
2017
Q4 		$9.2M Buy
130,394
+42,459
+48% +$2.93M 0.03% 665
2017
Q3 		$5.66M Buy
87,935
+80,534
+1,088% +$5.18M 0.02% 675
2017
Q2 		$474K Sell
7,401
-149,276
-95% -$9.47M ﹤0.01% 1239
2017
Q1 		$9.89M Sell
156,677
-20,116
-11% -$1.23M 0.05% 494
2016
Q4 		$10.2M Buy
176,793
+165,083
+1,410% +$9.25M 0.06% 476
2016
Q3 		$603K Sell
11,710
-157,567
-93% -$7.37M ﹤0.01% 726
2016
Q2 		$6.96M Sell
169,277
-668,452
-80% -$28.2M 0.05% 441
2016
Q1 		$33M Buy
837,729
+736,322
+726% +$28.3M 0.2% 155
2015
Q4 		$4.56M Buy
+101,407
New +$4.95M 0.03% 514

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

Dmitry Balyasny's PFG Position: Q2 2026 in Review

Dmitry Balyasny increased its Principal Financial Group (PFG) stake by 57% in Q2 2026, buying an estimated $171K and bringing the position to 4,640 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #2516.

Dmitry Balyasny first reported a position in PFG in Q4 2015 and has held it in 23 quarters since. The position peaked at $110M in Q4 2023. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Dmitry Balyasny held 4,640 shares of Principal Financial Group worth $500K as of Q2 2026.
  • Dmitry Balyasny bought 1,687 Principal Financial Group shares in Q2 2026, an estimated $171K.
  • Principal Financial Group made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2516 holding.
  • Dmitry Balyasny first reported a position in Principal Financial Group in Q4 2015 and has held it in 23 quarters since.
  • Dmitry Balyasny's Principal Financial Group position peaked at $110M in Q4 2023.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.