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
Q2 		– Sell
-700
Closed -$43K – 5912
2018
Q1 		$43K Sell
700
-1,000
-59% -$65.8K ﹤0.01% 5513
2017
Q4 		$120K Sell
1,700
-2,100
-55% -$145K ﹤0.01% 5680
2017
Q3 		$244K Buy
3,800
+2,100
+124% +$135K ﹤0.01% 5623
2017
Q2 		$109K Sell
1,700
-2,000
-54% -$127K ﹤0.01% 6085
2017
Q1 		$234K Sell
3,700
-1,900
-34% -$116K ﹤0.01% 5633
2016
Q4 		$324K Sell
5,600
-5,700
-50% -$319K ﹤0.01% 5422
2016
Q3 		$582K Buy
11,300
+4,500
+66% +$210K ﹤0.01% 4903
2016
Q2 		$280K Buy
6,800
+3,400
+100% +$144K ﹤0.01% 5395
2016
Q1 		$134K Buy
3,400
+1,500
+79% +$57.7K ﹤0.01% 5908
2015
Q4 		$85K Sell
1,900
-3,300
-63% -$161K ﹤0.01% 6267
2015
Q3 		$246K Sell
5,200
-1,000
-16% -$51.8K ﹤0.01% 5797
2015
Q2 		$318K Sell
6,200
-800
-11% -$41.5K ﹤0.01% 5680
2015
Q1 		$360K Sell
7,000
-2,500
-26% -$126K ﹤0.01% 5468
2014
Q4 		$493K Sell
9,500
-7,000
-42% -$363K ﹤0.01% 5300
2014
Q3 		$866K Buy
16,500
+7,200
+77% +$377K ﹤0.01% 4752
2014
Q2 		$469K Buy
9,300
+1,900
+26% +$89.5K ﹤0.01% 5374
2014
Q1 		$340K Buy
7,400
+100
+1% +$4.58K ﹤0.01% 5626
2013
Q4 		$360K Sell
7,300
-7,300
-50% -$347K ﹤0.01% 5549
2013
Q3 		$625K Buy
14,600
+3,700
+34% +$154K ﹤0.01% 4984
2013
Q2 		$408K Buy
+10,900
New +$399K ﹤0.01% 5109

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.