Goldman Sachs
PFG icon

Goldman Sachs’s Principal Financial Group PFG Stock Holding History

Goldman Sachs’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
2018
Q1 		– Sell
-6,100
Closed -$430K – 6271
2017
Q4 		$430K Sell
6,100
-100
-2% -$6.89K ﹤0.01% 4939
2017
Q3 		$399K Buy
6,200
+900
+17% +$57.9K ﹤0.01% 5268
2017
Q2 		$340K Sell
5,300
-13,900
-72% -$882K ﹤0.01% 5395
2017
Q1 		$1.21M Buy
19,200
+4,600
+32% +$281K ﹤0.01% 4211
2016
Q4 		$845K Sell
14,600
-1,500
-9% -$84.1K ﹤0.01% 4597
2016
Q3 		$829K Sell
16,100
-6,300
-28% -$295K ﹤0.01% 4588
2016
Q2 		$921K Buy
22,400
+17,100
+323% +$722K ﹤0.01% 4259
2016
Q1 		$209K Buy
5,300
+4,700
+783% +$181K ﹤0.01% 5579
2015
Q4 		$27K Sell
600
-3,900
-87% -$190K ﹤0.01% 6771
2015
Q3 		$213K Buy
4,500
+4,400
+4,400% +$228K ﹤0.01% 5965
2015
Q2 		$5K Sell
100
-9,300
-99% -$483K ﹤0.01% 7199
2015
Q1 		$483K Sell
9,400
-3,800
-29% -$191K ﹤0.01% 5167
2014
Q4 		$686K Buy
13,200
+4,200
+47% +$218K ﹤0.01% 4965
2014
Q3 		$472K Buy
9,000
+2,200
+32% +$115K ﹤0.01% 5324
2014
Q2 		$343K Sell
6,800
-10,300
-60% -$485K ﹤0.01% 5674
2014
Q1 		$786K Buy
17,100
+4,700
+38% +$215K ﹤0.01% 4898
2013
Q4 		$611K Sell
12,400
-13,000
-51% -$617K ﹤0.01% 5143
2013
Q3 		$1.09M Sell
25,400
-4,600
-15% -$192K ﹤0.01% 4527
2013
Q2 		$1.12M Buy
+30,000
New +$1.1M ﹤0.01% 4285

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 $3.38T AUM 44.17% 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

Goldman Sachs's PFG Position: Q2 2026 in Review

Goldman Sachs reduced its Principal Financial Group (PFG) stake by 9.2% in Q2 2026, selling an estimated $25.8M and leaving 2,500,019 shares worth $269M. The position accounts for 0.02% of the portfolio, ranked #637.

Goldman Sachs first reported a position in PFG in Q2 2013 and has held it in 53 quarters since. The position peaked at $314M in Q2 2014. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Goldman Sachs held 2,500,019 shares of Principal Financial Group worth $269M as of Q2 2026.
  • Goldman Sachs sold 254,258 Principal Financial Group shares in Q2 2026, an estimated $25.8M.
  • Principal Financial Group made up 0.02% of Goldman Sachs's portfolio in Q2 2026, its #637 holding.
  • Goldman Sachs first reported a position in Principal Financial Group in Q2 2013 and has held it in 53 quarters since.
  • Goldman Sachs's Principal Financial Group position peaked at $314M in Q2 2014.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.