Ensign Peak Advisors
PFG icon

Ensign Peak Advisors’s Principal Financial Group PFG Stock Holding History

Ensign Peak Advisors’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 		$5.39M Buy
50,039
+23,467
+88% +$2.38M 0.01% 553
2026
Q1 		$2.39M Sell
26,572
-2,954
-10% -$270K ﹤0.01% 674
2025
Q4 		$2.6M Sell
29,526
-15,981
-35% -$1.35M ﹤0.01% 653
2025
Q3 		$3.77M Sell
45,507
-21,215
-32% -$1.7M 0.01% 655
2025
Q2 		$5.3M Sell
66,722
-25,284
-27% -$1.94M 0.01% 627
2025
Q1 		$7.76M Buy
92,006
+2,185
+2% +$182K 0.01% 529
2024
Q4 		$6.95M Buy
89,821
+134
+0.1% +$11.3K 0.01% 563
2024
Q3 		$7.7M Sell
89,687
-5,640
-6% -$455K 0.01% 523
2024
Q2 		$7.48M Buy
95,327
+6,360
+7% +$516K 0.01% 525
2024
Q1 		$7.68M Sell
88,967
-23,758
-21% -$1.91M 0.01% 516
2023
Q4 		$8.87M Sell
112,725
-3,125
-3% -$226K 0.02% 466
2023
Q3 		$8.35M Sell
115,850
-40,370
-26% -$3.13M 0.02% 437
2023
Q2 		$11.8M Sell
156,220
-77,725
-33% -$5.6M 0.02% 378
2023
Q1 		$17.4M Buy
233,945
+6,592
+3% +$559K 0.04% 301
2022
Q4 		$19.1M Buy
227,353
+64,338
+39% +$5.52M 0.04% 302
2022
Q3 		$11.8M Buy
163,015
+74,660
+85% +$5.36M 0.03% 352
2022
Q2 		$5.9M Sell
88,355
-21,845
-20% -$1.54M 0.01% 493
2022
Q1 		$8.09M Sell
110,200
-12,410
-10% -$898K 0.02% 476
2021
Q4 		$8.87M Buy
122,610
+3,768
+3% +$263K 0.02% 501
2021
Q3 		$7.65M Sell
118,842
-37,489
-24% -$2.41M 0.02% 502
2021
Q2 		$9.88M Sell
156,331
-29,800
-16% -$1.91M 0.02% 429
2021
Q1 		$11.2M Sell
186,131
-64
-0% -$3.57K 0.02% 395
2020
Q4 		$9.24M Sell
186,195
-187,936
-50% -$8.61M 0.02% 433
2020
Q3 		$15.1M Sell
374,131
-230,810
-38% -$9.84M 0.04% 367
2020
Q2 		$25.1M Sell
604,941
-46,800
-7% -$1.71M 0.07% 249
2020
Q1 		$20.4M Buy
651,741
+98,694
+18% +$4.67M 0.07% 220
2019
Q4 		$30.4M Buy
+553,047
New +$30.3M 0.08% 217

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

Ensign Peak Advisors's PFG Position: Q2 2026 in Review

Ensign Peak Advisors increased its Principal Financial Group (PFG) stake by 88% in Q2 2026, buying an estimated $2.38M and bringing the position to 50,039 shares worth $5.39M. The position accounts for 0.01% of the portfolio, ranked #553.

Ensign Peak Advisors first reported a position in PFG in Q4 2019 and has held it in 27 quarters since. The position peaked at $30.4M in Q4 2019. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Ensign Peak Advisors held 50,039 shares of Principal Financial Group worth $5.39M as of Q2 2026.
  • Ensign Peak Advisors bought 23,467 Principal Financial Group shares in Q2 2026, an estimated $2.38M.
  • Principal Financial Group made up 0.01% of Ensign Peak Advisors's portfolio in Q2 2026, its #553 holding.
  • Ensign Peak Advisors first reported a position in Principal Financial Group in Q4 2019 and has held it in 27 quarters since.
  • Ensign Peak Advisors's Principal Financial Group position peaked at $30.4M in Q4 2019.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.