DIP
PFG icon

DT Investment Partners’s Principal Financial Group PFG Stock Holding History

DT Investment Partners’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 		$1.73K Hold
16
– – ﹤0.01% 486
2026
Q1 		$1.44K Sell
16
-194
-92% -$17.7K ﹤0.01% 497
2025
Q4 		$18.5K Hold
210
– – ﹤0.01% 345
2025
Q3 		$17.4K Hold
210
– – ﹤0.01% 349
2025
Q2 		$16.7K Hold
210
– – ﹤0.01% 344
2025
Q1 		$17.7K Hold
210
– – ﹤0.01% 335
2024
Q4 		$16.3K Hold
210
– – ﹤0.01% 349
2024
Q3 		$18K Buy
+210
New +$17K ﹤0.01% 368
2020
Q2 		– Sell
-15,596
Closed -$489K – 122
2020
Q1 		$489K Sell
15,596
-79,208
-84% -$3.75M 0.08% 88
2019
Q4 		$5.21M Buy
94,804
+6,486
+7% +$355K 0.48% 44
2019
Q3 		$5.05M Buy
88,318
+5,558
+7% +$313K 0.65% 25
2019
Q2 		$4.79M Buy
82,760
+7,779
+10% +$429K 0.67% 20
2019
Q1 		$3.76M Buy
74,981
+15,781
+27% +$782K 0.53% 35
2018
Q4 		$2.62M Sell
59,200
-8,652
-13% -$426K 0.42% 48
2018
Q3 		$3.98M Buy
67,852
+6,860
+11% +$382K 0.57% 32
2018
Q2 		$3.23M Buy
60,992
+8,702
+17% +$506K 0.5% 38
2018
Q1 		$3.19M Buy
52,290
+3,766
+8% +$248K 0.49% 32
2017
Q4 		$3.42M Buy
48,524
+3,828
+9% +$264K 0.54% 23
2017
Q3 		$2.88M Buy
44,696
+14,622
+49% +$941K 0.48% 24
2017
Q2 		$1.93M Buy
30,074
+2,832
+10% +$180K 0.37% 20
2017
Q1 		$1.72M Buy
27,242
+2,544
+10% +$155K 0.39% 18
2016
Q4 		$1.43M Hold
24,698
– – 0.36% 18
2016
Q3 		$1.27M Buy
24,698
+1,090
+5% +$51K 0.33% 20
2016
Q2 		$971K Buy
23,608
+4,347
+23% +$183K 0.26% 33
2016
Q1 		$760K Buy
+19,261
New +$741K 0.22% 38

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 $3.38T AUM 44.17% 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

DT Investment Partners's PFG Position: Q2 2026 in Review

DT Investment Partners held its Principal Financial Group (PFG) position steady in Q2 2026 at 16 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

DT Investment Partners first reported a position in PFG in Q1 2016 and has held it in 25 quarters since. The position peaked at $5.21M in Q4 2019. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • DT Investment Partners held 16 shares of Principal Financial Group worth $1.73K as of Q2 2026.
  • DT Investment Partners left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of DT Investment Partners's portfolio in Q2 2026, its #486 holding.
  • DT Investment Partners first reported a position in Principal Financial Group in Q1 2016 and has held it in 25 quarters since.
  • DT Investment Partners's Principal Financial Group position peaked at $5.21M in Q4 2019.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.