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Elo Mutual Pension Insurance’s Principal Financial Group PFG Stock Holding History

Elo Mutual Pension Insurance’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 		$2.47M Sell
22,956
-12,996
-36% -$1.32M 0.03% 354
2026
Q1 		$3.24M Buy
35,952
+6,576
+22% +$601K 0.05% 272
2025
Q4 		$2.59M Sell
29,376
-7,040
-19% -$594K 0.04% 318
2025
Q3 		$3.02M Buy
36,416
+11,902
+49% +$951K 0.05% 289
2025
Q2 		$1.95M Sell
24,514
-1,812
-7% -$139K 0.04% 325
2025
Q1 		$2.22M Buy
26,326
+2,942
+13% +$245K 0.05% 303
2024
Q4 		$1.81M Buy
23,384
+2,656
+13% +$224K 0.04% 364
2024
Q3 		$1.78M Buy
20,728
+780
+4% +$63K 0.04% 343
2024
Q2 		$1.56M Sell
19,948
-1,836
-8% -$149K 0.04% 341
2024
Q1 		$1.88M Buy
21,784
+681
+3% +$54.7K 0.04% 319
2023
Q4 		$1.66M Buy
21,103
+746
+4% +$54K 0.04% 323
2023
Q3 		$1.47M Buy
20,357
+296
+1% +$23K 0.05% 305
2023
Q2 		$1.52M Buy
20,061
+317
+2% +$22.9K 0.04% 315
2023
Q1 		$1.47M Buy
19,744
+450
+2% +$38.2K 0.05% 302
2022
Q4 		$1.62M Buy
19,294
+316
+2% +$27.1K 0.06% 288
2022
Q3 		$1.37M Sell
18,978
-1,613
-8% -$116K 0.05% 296
2022
Q2 		$1.38M Sell
20,591
-257
-1% -$18.1K 0.05% 312
2022
Q1 		$1.53M Buy
20,848
+191
+0.9% +$13.8K 0.04% 324
2021
Q4 		$1.49M Buy
20,657
+1,359
+7% +$94.8K 0.04% 323
2021
Q3 		$1.24M Hold
19,298
– – 0.04% 319
2021
Q2 		$1.22M Sell
19,298
-522
-3% -$33.4K 0.04% 326
2021
Q1 		$1.19M Buy
19,820
+303
+2% +$16.9K 0.04% 326
2020
Q4 		$968K Buy
+19,517
New +$894K 0.03% 341

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

Elo Mutual Pension Insurance's PFG Position: Q2 2026 in Review

Elo Mutual Pension Insurance reduced its Principal Financial Group (PFG) stake by 36% in Q2 2026, selling an estimated $1.32M and leaving 22,956 shares worth $2.47M. The position accounts for 0.03% of the portfolio, ranked #354.

Elo Mutual Pension Insurance first reported a position in PFG in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.24M in Q1 2026. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Elo Mutual Pension Insurance held 22,956 shares of Principal Financial Group worth $2.47M as of Q2 2026.
  • Elo Mutual Pension Insurance sold 12,996 Principal Financial Group shares in Q2 2026, an estimated $1.32M.
  • Principal Financial Group made up 0.03% of Elo Mutual Pension Insurance's portfolio in Q2 2026, its #354 holding.
  • Elo Mutual Pension Insurance first reported a position in Principal Financial Group in Q4 2020 and has held it in 23 quarters since.
  • Elo Mutual Pension Insurance's Principal Financial Group position peaked at $3.24M in Q1 2026.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.