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
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 $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

Equitable Holdings's PFG Position: Q1 2026 in Review

Equitable Holdings increased its Principal Financial Group (PFG) stake by 2.3% in Q1 2026, buying an estimated $17.5K and bringing the position to 8,335 shares worth $736K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Equitable Holdings first reported a position in PFG in Q2 2021 and has held it in 20 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Equitable Holdings held 8,335 shares of Principal Financial Group worth $736K as of Q1 2026.
  • Equitable Holdings bought 191 Principal Financial Group shares in Q1 2026, an estimated $17.5K.
  • Principal Financial Group made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1099 holding.
  • Equitable Holdings first reported a position in Principal Financial Group in Q2 2021 and has held it in 20 quarters since.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.