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ExodusPoint Capital Management’s Principal Financial Group PFG Stock Holding History

ExodusPoint Capital Management’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 		– Sell
-39,146
Closed -$3.45M – 1970
2025
Q4 		$3.45M Buy
39,146
+35,728
+1,045% +$3.02M 0.03% 598
2025
Q3 		$283K Sell
3,418
-26,645
-89% -$2.13M ﹤0.01% 1323
2025
Q2 		$2.39M Sell
30,063
-36,042
-55% -$2.77M 0.02% 675
2025
Q1 		$5.58M Buy
+66,105
New +$5.5M 0.06% 376
2024
Q3 		– Sell
-232,128
Closed -$18.2M – 1984
2024
Q2 		$18.2M Buy
232,128
+86,342
+59% +$7.01M 0.12% 146
2024
Q1 		$12.6M Buy
145,786
+65,221
+81% +$5.23M 0.1% 178
2023
Q4 		$6.34M Sell
80,565
-48,552
-38% -$3.52M 0.04% 294
2023
Q3 		$9.3M Buy
129,117
+97,236
+305% +$7.55M 0.09% 240
2023
Q2 		$2.42M Sell
31,881
-20,238
-39% -$1.46M 0.02% 730
2023
Q1 		$3.87M Buy
52,119
+21,694
+71% +$1.84M 0.03% 616
2022
Q4 		$2.55M Buy
+30,425
New +$2.61M 0.04% 551
2022
Q3 		– Sell
-3,476
Closed -$232K – 2202
2022
Q2 		$232K Sell
3,476
-60,731
-95% -$4.27M ﹤0.01% 1617
2022
Q1 		$4.71M Buy
+64,207
New +$4.65M 0.06% 410
2021
Q4 		– Sell
-22,109
Closed -$1.42M – 2497
2021
Q3 		$1.42M Buy
+22,109
New +$1.42M 0.02% 874
2021
Q2 		– Sell
-8,647
Closed -$518K – 2692
2021
Q1 		$518K Sell
8,647
-17,039
-66% -$950K 0.01% 1317
2020
Q4 		$1.27M Sell
25,686
-10,542
-29% -$483K 0.01% 732
2020
Q3 		$1.46M Buy
36,228
+28,172
+350% +$1.2M 0.03% 518
2020
Q2 		$335K Buy
+8,056
New +$294K 0.01% 1263
2019
Q4 		– Sell
-10,412
Closed -$595K – 1806
2019
Q3 		$595K Buy
10,412
+6,568
+171% +$370K 0.02% 584
2019
Q2 		$223K Buy
+3,844
New +$212K 0.01% 858

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

ExodusPoint Capital Management's PFG Position: Q1 2026 in Review

ExodusPoint Capital Management sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 39,146 shares — an estimated $3.45M sold.

ExodusPoint Capital Management first reported a position in PFG in Q2 2019 and held it in 20 quarters. The position peaked at $18.2M in Q2 2024. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • ExodusPoint Capital Management reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • ExodusPoint Capital Management sold 39,146 Principal Financial Group shares in Q1 2026, an estimated $3.45M.
  • ExodusPoint Capital Management first reported a position in Principal Financial Group in Q2 2019 and held it in 20 quarters.
  • ExodusPoint Capital Management's Principal Financial Group position peaked at $18.2M in Q2 2024.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on ExodusPoint Capital Management's 13F filing for Q1 2026, filed 14 May 2026.