Fidelity International’s Principal Financial Group PFG Stock Holding History

Fidelity International’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	$422K	Sell	3,914 -5,634	-59%	-$572K	﹤0.01%	935
2026 Q1	$860K	Buy	9,548 +6,902	+261%	+$631K	﹤0.01%	837
2025 Q4	$233K	Buy	+2,646	New	+$223K	﹤0.01%	895
2025 Q1	–	Sell	-11,709	Closed	-$906K	–	958
2024 Q4	$906K	Buy	11,709 +5,836	+99%	+$492K	﹤0.01%	737
2024 Q3	$504K	Buy	+5,873	New	+$474K	﹤0.01%	773
2021 Q2	–	Sell	-6	Closed	–	–	1025
2021 Q1	$0	Hold	6	–	–	﹤0.01%	1069
2020 Q4	$0	Buy	+6	New	+$275	﹤0.01%	1036
2020 Q1	–	Sell	-14	Closed	-$1K	–	955
2019 Q4	$1K	Hold	14	–	–	﹤0.01%	912
2019 Q3	$1K	Buy	14 +8	+133%	+$450	﹤0.01%	841
2019 Q2	$0	Buy	6 +3	+100%	+$165	﹤0.01%	958
2019 Q1	$0	Buy	+3	New	+$149	﹤0.01%	922
2018 Q4	–	Sell	-8	Closed	–	–	945
2018 Q3	$0	Buy	+8	New	+$446	﹤0.01%	981

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity International's PFG Position: Q2 2026 in Review

Fidelity International reduced its Principal Financial Group (PFG) stake by 59% in Q2 2026, selling an estimated $572K and leaving 3,914 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Fidelity International first reported a position in PFG in Q3 2018 and has held it in 12 quarters since. The position peaked at $906K in Q4 2024. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Fidelity International held 3,914 shares of Principal Financial Group worth $422K as of Q2 2026.
Fidelity International sold 5,634 Principal Financial Group shares in Q2 2026, an estimated $572K.
Principal Financial Group made up ﹤0.01% of Fidelity International's portfolio in Q2 2026, its #935 holding.
Fidelity International first reported a position in Principal Financial Group in Q3 2018 and has held it in 12 quarters since.
Fidelity International's Principal Financial Group position peaked at $906K in Q4 2024.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Fidelity International's 13F filing for Q2 2026, filed 13 Aug 2026.