ECSS
PFG icon

Eurizon Capital SGR SpA’s Principal Financial Group PFG Stock Holding History

Eurizon Capital SGR SpA’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 		$31M Sell
287,951
-94,976
-25% -$9.64M 0.08% 198
2026
Q1 		$34.5M Buy
382,927
+14,808
+4% +$1.35M 0.11% 177
2025
Q4 		$32.5M Buy
+368,119
New +$31.1M 0.1% 159

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

Eurizon Capital SGR SpA's PFG Position: Q2 2026 in Review

Eurizon Capital SGR SpA reduced its Principal Financial Group (PFG) stake by 25% in Q2 2026, selling an estimated $9.64M and leaving 287,951 shares worth $31M. The position accounts for 0.08% of the portfolio, ranked #198.

Eurizon Capital SGR SpA first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $34.5M in Q1 2026. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Eurizon Capital SGR SpA held 287,951 shares of Principal Financial Group worth $31M as of Q2 2026.
  • Eurizon Capital SGR SpA sold 94,976 Principal Financial Group shares in Q2 2026, an estimated $9.64M.
  • Principal Financial Group made up 0.08% of Eurizon Capital SGR SpA's portfolio in Q2 2026, its #198 holding.
  • Eurizon Capital SGR SpA first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • Eurizon Capital SGR SpA's Principal Financial Group position peaked at $34.5M in Q1 2026.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Eurizon Capital SGR SpA's 13F filing for Q2 2026, filed 29 Jul 2026.