EF
PFG icon

Empirical Finance’s Principal Financial Group PFG Stock Holding History

Empirical Finance’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 		$705K Sell
7,825
-22
-0.3% -$2.01K 0.03% 360
2025
Q4 		$692K Sell
7,847
-338
-4% -$28.5K 0.03% 355
2025
Q3 		$679K Buy
8,185
+64
+0.8% +$5.12K 0.03% 384
2025
Q2 		$645K Buy
8,121
+51
+0.6% +$3.92K 0.03% 382
2025
Q1 		$681K Buy
8,070
+297
+4% +$24.7K 0.04% 353
2024
Q4 		$602K Sell
7,773
-102
-1% -$8.6K 0.03% 370
2024
Q3 		$676K Buy
7,875
+142
+2% +$11.5K 0.04% 355
2024
Q2 		$607K Sell
7,733
-753
-9% -$61.1K 0.04% 357
2024
Q1 		$732K Buy
8,486
+265
+3% +$21.3K 0.05% 335
2023
Q4 		$647K Buy
8,221
+13
+0.2% +$942 0.05% 344
2023
Q3 		$592K Buy
8,208
+691
+9% +$53.6K 0.04% 339
2023
Q2 		$570K Buy
7,517
+761
+11% +$54.9K 0.04% 332
2023
Q1 		$502K Buy
6,756
+255
+4% +$21.6K 0.05% 349
2022
Q4 		$546K Buy
6,501
+457
+8% +$39.2K 0.06% 315
2022
Q3 		$436K Buy
6,044
+922
+18% +$66.2K 0.05% 318
2022
Q2 		$342K Buy
5,122
+260
+5% +$18.3K 0.04% 367
2022
Q1 		$357K Buy
4,862
+504
+12% +$36.5K 0.04% 380
2021
Q4 		$315K Buy
4,358
+1,130
+35% +$78.9K 0.04% 399
2021
Q3 		$208K Buy
+3,228
New +$207K 0.03% 410
2017
Q1 		– Sell
-130
Closed -$8K – 443
2016
Q4 		$8K Buy
+130
New +$7.28K 0.01% 434

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Empirical Finance's PFG Position: Q1 2026 in Review

Empirical Finance reduced its Principal Financial Group (PFG) stake by 0.28% in Q1 2026, selling an estimated $2.01K and leaving 7,825 shares worth $705K. The position accounts for 0.03% of the portfolio, ranked #360.

Empirical Finance first reported a position in PFG in Q4 2016 and has held it in 20 quarters since. The position peaked at $732K in Q1 2024. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Empirical Finance held 7,825 shares of Principal Financial Group worth $705K as of Q1 2026.
  • Empirical Finance sold 22 Principal Financial Group shares in Q1 2026, an estimated $2.01K.
  • Principal Financial Group made up 0.03% of Empirical Finance's portfolio in Q1 2026, its #360 holding.
  • Empirical Finance first reported a position in Principal Financial Group in Q4 2016 and has held it in 20 quarters since.
  • Empirical Finance's Principal Financial Group position peaked at $732K in Q1 2024.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.