EGM
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Engineers Gate Manager’s Principal Financial Group PFG Stock Holding History

Engineers Gate Manager’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 		$202K Buy
+1,876
New +$190K ﹤0.01% 1963
2026
Q1 		– Sell
-24,890
Closed -$2.2M – 2471
2025
Q4 		$2.2M Sell
24,890
-69,368
-74% -$5.85M 0.03% 663
2025
Q3 		$7.81M Buy
94,258
+72,429
+332% +$5.79M 0.09% 284
2025
Q2 		$1.73M Sell
21,829
-61,950
-74% -$4.76M 0.02% 803
2025
Q1 		$7.07M Sell
83,779
-108,548
-56% -$9.03M 0.12% 230
2024
Q4 		$14.9M Buy
192,327
+133,212
+225% +$11.2M 0.26% 77
2024
Q3 		$5.08M Sell
59,115
-39,646
-40% -$3.2M 0.1% 290
2024
Q2 		$7.75M Sell
98,761
-9,448
-9% -$767K 0.17% 149
2024
Q1 		$9.34M Sell
108,209
-44,883
-29% -$3.6M 0.25% 86
2023
Q4 		$12M Buy
153,092
+94,462
+161% +$6.84M 0.34% 34
2023
Q3 		$4.23M Buy
58,630
+53,034
+948% +$4.12M 0.16% 152
2023
Q2 		$424K Buy
+5,596
New +$403K 0.02% 1135
2023
Q1 		– Sell
-35,552
Closed -$2.98M – 1921
2022
Q4 		$2.98M Buy
+35,552
New +$3.05M 0.18% 108
2021
Q1 		– Sell
-12,030
Closed -$597K – 2055
2020
Q4 		$597K Sell
12,030
-22,203
-65% -$1.02M 0.03% 876
2020
Q3 		$1.38M Buy
34,233
+25,084
+274% +$1.07M 0.06% 456
2020
Q2 		$380K Sell
9,149
-37,254
-80% -$1.36M 0.02% 1100
2020
Q1 		$1.45M Sell
46,403
-1,483
-3% -$70.2K 0.1% 273
2019
Q4 		$2.63M Buy
+47,886
New +$2.62M 0.12% 255
2018
Q3 		– Sell
-23,978
Closed -$1.27M – 1102
2018
Q2 		$1.27M Buy
23,978
+14,832
+162% +$862K 0.1% 305
2018
Q1 		$557K Buy
+9,146
New +$602K 0.04% 579
2016
Q4 		– Sell
-69,992
Closed -$3.6M – 701
2016
Q3 		$3.6M Buy
+69,992
New +$3.27M 0.38% 75
2016
Q2 		– Sell
-12,750
Closed -$503K – 794
2016
Q1 		$503K Buy
12,750
+6,572
+106% +$253K 0.04% 483
2015
Q4 		$278K Buy
+6,178
New +$302K 0.02% 569

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

Engineers Gate Manager's PFG Position: Q2 2026 in Review

Engineers Gate Manager opened a new position in Principal Financial Group (PFG) in Q2 2026: 1,876 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1963 among its holdings. This is a return to the name: Engineers Gate Manager previously reported a position in PFG as recently as Q4 2025.

Engineers Gate Manager first reported a position in PFG in Q4 2015 and has held it in 23 quarters since. The position peaked at $14.9M in Q4 2024. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Engineers Gate Manager held 1,876 shares of Principal Financial Group worth $202K as of Q2 2026.
  • Principal Financial Group was a new Engineers Gate Manager position in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Engineers Gate Manager's portfolio in Q2 2026, its #1963 holding.
  • Engineers Gate Manager first reported a position in Principal Financial Group in Q4 2015 and has held it in 23 quarters since.
  • Engineers Gate Manager's Principal Financial Group position peaked at $14.9M in Q4 2024.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.