First Trust Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $50.1M | Sell |
555,487
-132,541
| -19% | -$12.1M | 0.04% | 574 |
|
|
2025
Q4 | $60.7M | Buy |
688,028
+107,981
| +19% | +$9.11M | 0.04% | 487 |
|
|
2025
Q3 | $48.1M | Sell |
580,047
-110,481
| -16% | -$8.83M | 0.04% | 576 |
|
|
2025
Q2 | $54.8M | Buy |
690,528
+466,786
| +209% | +$35.8M | 0.04% | 499 |
|
|
2025
Q1 | $18.9M | Buy |
223,742
+32,650
| +17% | +$2.72M | 0.02% | 893 |
|
|
2024
Q4 | $14.8M | Buy |
191,092
+88,656
| +87% | +$7.47M | 0.01% | 950 |
|
|
2024
Q3 | $8.8M | Buy |
102,436
+42,549
| +71% | +$3.44M | 0.01% | 1084 |
|
|
2024
Q2 | $4.7M | Sell |
59,887
-102,680
| -63% | -$8.34M | ﹤0.01% | 1290 |
|
|
2024
Q1 | $14M | Sell |
162,567
-2,621,011
| -94% | -$210M | 0.01% | 914 |
|
|
2023
Q4 | $219M | Buy |
2,783,578
+144,262
| +5% | +$10.4M | 0.24% | 127 |
|
|
2023
Q3 | $190M | Sell |
2,639,316
-22,676
| -0.9% | -$1.76M | 0.23% | 129 |
|
|
2023
Q2 | $202M | Sell |
2,661,992
-2,240,032
| -46% | -$161M | 0.23% | 110 |
|
|
2023
Q1 | $364M | Buy |
4,902,024
+2,063,939
| +73% | +$175M | 0.42% | 31 |
|
|
2022
Q4 | $238M | Buy |
2,838,085
+2,255,366
| +387% | +$193M | 0.28% | 70 |
|
|
2022
Q3 | $42M | Sell |
582,719
-38,162
| -6% | -$2.74M | 0.05% | 466 |
|
|
2022
Q2 | $41.5M | Buy |
620,881
+58,365
| +10% | +$4.11M | 0.05% | 488 |
|
|
2022
Q1 | $41.3M | Buy |
562,516
+201,144
| +56% | +$14.6M | 0.04% | 544 |
|
|
2021
Q4 | $26.1M | Sell |
361,372
-123,560
| -25% | -$8.62M | 0.03% | 731 |
|
|
2021
Q3 | $31.2M | Sell |
484,932
-92,061
| -16% | -$5.91M | 0.03% | 612 |
|
|
2021
Q2 | $36.5M | Buy |
576,993
+60,313
| +12% | +$3.86M | 0.04% | 553 |
|
|
2021
Q1 | $31M | Buy |
516,680
+31,871
| +7% | +$1.78M | 0.04% | 560 |
|
|
2020
Q4 | $24.1M | Buy |
484,809
+99,457
| +26% | +$4.56M | 0.03% | 579 |
|
|
2020
Q3 | $15.5M | Sell |
385,352
-52,821
| -12% | -$2.25M | 0.02% | 594 |
|
|
2020
Q2 | $18.2M | Sell |
438,173
-413,645
| -49% | -$15.1M | 0.03% | 562 |
|
|
2020
Q1 | $26.7M | Sell |
851,818
-176,136
| -17% | -$8.33M | 0.06% | 440 |
|
|
2019
Q4 | $56.5M | Buy |
1,027,954
+225,502
| +28% | +$12.3M | 0.1% | 304 |
|
|
2019
Q3 | $45.9M | Sell |
802,452
-3,118
| -0.4% | -$176K | 0.09% | 322 |
|
|
2019
Q2 | $46.7M | Sell |
805,570
-883,237
| -52% | -$48.7M | 0.09% | 287 |
|
|
2019
Q1 | $84.8M | Buy |
1,688,807
+785,974
| +87% | +$39M | 0.17% | 148 |
|
|
2018
Q4 | $39.9M | Sell |
902,833
-396,429
| -31% | -$19.5M | 0.09% | 267 |
|
|
2018
Q3 | $76.1M | Buy |
1,299,262
+600,798
| +86% | +$33.5M | 0.14% | 161 |
|
|
2018
Q2 | $37M | Buy |
698,464
+42,884
| +7% | +$2.49M | 0.08% | 305 |
|
|
2018
Q1 | $39.9M | Buy |
655,580
+347,188
| +113% | +$22.8M | 0.09% | 255 |
|
|
2017
Q4 | $21.8M | Buy |
308,392
+46,484
| +18% | +$3.2M | 0.05% | 522 |
|
|
2017
Q3 | $16.9M | Sell |
261,908
-33,922
| -11% | -$2.18M | 0.04% | 574 |
|
|
2017
Q2 | $19M | Sell |
295,830
-162,247
| -35% | -$10.3M | 0.05% | 532 |
|
|
2017
Q1 | $28.9M | Buy |
458,077
+24,247
| +6% | +$1.48M | 0.08% | 310 |
|
|
2016
Q4 | $25.1M | Sell |
433,830
-66,439
| -13% | -$3.72M | 0.07% | 357 |
|
|
2016
Q3 | $25.8M | Sell |
500,269
-84,195
| -14% | -$3.94M | 0.08% | 342 |
|
|
2016
Q2 | $24M | Buy |
584,464
+254,835
| +77% | +$10.8M | 0.08% | 345 |
|
|
2016
Q1 | $13M | Buy |
329,629
+144,930
| +78% | +$5.58M | 0.04% | 556 |
|
|
2015
Q4 | $8.31M | Sell |
184,699
-100,024
| -35% | -$4.88M | 0.02% | 752 |
|
|
2015
Q3 | $13.5M | Buy |
284,723
+107,021
| +60% | +$5.55M | 0.04% | 531 |
|
|
2015
Q2 | $9.11M | Buy |
177,702
+31,154
| +21% | +$1.62M | 0.02% | 789 |
|
|
2015
Q1 | $7.53M | Sell |
146,548
-143,069
| -49% | -$7.19M | 0.02% | 865 |
|
|
2014
Q4 | $15M | Buy |
289,617
+88,588
| +44% | +$4.59M | 0.05% | 516 |
|
|
2014
Q3 | $10.5M | Buy |
201,029
+66,821
| +50% | +$3.5M | 0.04% | 690 |
|
|
2014
Q2 | $6.78M | Sell |
134,208
-58,121
| -30% | -$2.74M | 0.03% | 835 |
|
|
2014
Q1 | $8.85M | Buy |
192,329
+96,216
| +100% | +$4.4M | 0.04% | 733 |
|
|
2013
Q4 | $4.74M | Sell |
96,113
-16,699
| -15% | -$793K | 0.02% | 981 |
|
|
2013
Q3 | $4.83M | Sell |
112,812
-33,642
| -23% | -$1.4M | 0.03% | 897 |
|
|
2013
Q2 | $5.49M | Buy |
+146,454
| New | +$5.36M | 0.04% | 721 |
|
Other funds holding PFG
NLI
VCM
VPM
First Trust Advisors's PFG Position: Q1 2026 in Review
First Trust Advisors reduced its Principal Financial Group (PFG) stake by 19% in Q1 2026, selling an estimated $12.1M and leaving 555,487 shares worth $50.1M. The position accounts for 0.04% of the portfolio, ranked #574.
First Trust Advisors first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $364M in Q1 2023. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.
- First Trust Advisors held 555,487 shares of Principal Financial Group worth $50.1M as of Q1 2026.
- First Trust Advisors sold 132,541 Principal Financial Group shares in Q1 2026, an estimated $12.1M.
- Principal Financial Group made up 0.04% of First Trust Advisors's portfolio in Q1 2026, its #574 holding.
- First Trust Advisors first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
- First Trust Advisors's Principal Financial Group position peaked at $364M in Q1 2023.
- 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.
Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.