Groupe la Francaise’s Principal Financial Group PFG Stock Holding History

Groupe la Francaise’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	$4.82M	Sell	44,747 -4,248	-9%	-$431K	0.06%	197
2026 Q1	$4.41M	Buy	48,995 +3,716	+8%	+$340K	0.06%	204
2025 Q4	$3.99M	Sell	45,279 -43	-0.1%	-$3.63K	0.06%	198
2025 Q3	$3.76M	Buy	45,322 +148	+0.3%	+$11.8K	0.05%	201
2025 Q2	$3.57M	Buy	45,174 +7,469	+20%	+$573K	0.06%	179
2025 Q1	$3.21M	Buy	37,705 +5,139	+16%	+$427K	0.07%	181
2024 Q4	$2.51M	Buy	+32,566	New	+$2.74M	0.06%	170

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 $3.38T AUM 44.17% 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

Groupe la Francaise's PFG Position: Q2 2026 in Review

Groupe la Francaise reduced its Principal Financial Group (PFG) stake by 8.7% in Q2 2026, selling an estimated $431K and leaving 44,747 shares worth $4.82M. The position accounts for 0.06% of the portfolio, ranked #197.

Groupe la Francaise first reported a position in PFG in Q4 2024 and has held it in 7 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Groupe la Francaise held 44,747 shares of Principal Financial Group worth $4.82M as of Q2 2026.
Groupe la Francaise sold 4,248 Principal Financial Group shares in Q2 2026, an estimated $431K.
Principal Financial Group made up 0.06% of Groupe la Francaise's portfolio in Q2 2026, its #197 holding.
Groupe la Francaise first reported a position in Principal Financial Group in Q4 2024 and has held it in 7 quarters since.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Groupe la Francaise's 13F filing for Q2 2026, filed 25 Aug 2026.