EH
PFG icon

Equitable Holdings’s Principal Financial Group PFG Stock Holding History

Equitable Holdings’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 		$847K Sell
7,859
-476
-6% -$48.3K 0.01% 1075
2026
Q1 		$736K Buy
8,335
+191
+2% +$17.5K ﹤0.01% 1099
2025
Q4 		$718K Sell
8,144
-92
-1% -$7.76K ﹤0.01% 977
2025
Q3 		$683K Buy
8,236
+98
+1% +$7.83K 0.01% 973
2025
Q2 		$646K Buy
8,138
+112
+1% +$8.6K 0.01% 930
2025
Q1 		$677K Buy
8,026
+35
+0.4% +$2.91K 0.01% 831
2024
Q4 		$619K Buy
7,991
+204
+3% +$17.2K 0.01% 816
2024
Q3 		$669K Buy
7,787
+1,977
+34% +$160K 0.01% 797
2024
Q2 		$456K Buy
5,810
+50
+0.9% +$4.06K ﹤0.01% 865
2024
Q1 		$497K Sell
5,760
-99
-2% -$7.95K 0.01% 807
2023
Q4 		$461K Sell
5,859
-131
-2% -$9.49K 0.01% 801
2023
Q3 		$432K Buy
5,990
+569
+10% +$44.2K 0.01% 767
2023
Q2 		$411K Buy
5,421
+38
+0.7% +$2.74K 0.01% 759
2023
Q1 		$400K Buy
5,383
+304
+6% +$25.8K 0.01% 711
2022
Q4 		$426K Buy
5,079
+1
+0% +$86 0.01% 654
2022
Q3 		$366K Buy
5,078
+40
+0.8% +$2.87K 0.01% 635
2022
Q2 		$336K Buy
5,038
+1
+0% +$70 0.01% 652
2022
Q1 		$370K Buy
5,037
+1,501
+42% +$109K 0.01% 652
2021
Q4 		$256K Buy
3,536
+286
+9% +$20K ﹤0.01% 757
2021
Q3 		$209K Buy
3,250
+1
+0% +$64 ﹤0.01% 795
2021
Q2 		$205K Buy
+3,249
New +$208K ﹤0.01% 783

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

Equitable Holdings's PFG Position: Q2 2026 in Review

Equitable Holdings reduced its Principal Financial Group (PFG) stake by 5.7% in Q2 2026, selling an estimated $48.3K and leaving 7,859 shares worth $847K. The position accounts for 0.01% of the portfolio, ranked #1075.

Equitable Holdings first reported a position in PFG in Q2 2021 and has held it in 21 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Equitable Holdings held 7,859 shares of Principal Financial Group worth $847K as of Q2 2026.
  • Equitable Holdings sold 476 Principal Financial Group shares in Q2 2026, an estimated $48.3K.
  • Principal Financial Group made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #1075 holding.
  • Equitable Holdings first reported a position in Principal Financial Group in Q2 2021 and has held it in 21 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.