Harbor Capital Advisors’s Principal Financial Group PFG Stock Holding History

Harbor Capital Advisors’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 Q1	$340K	Sell	3,770 -804	-18%	-$73.5K	0.03%	550
2025 Q4	$403K	Sell	4,574 -7	-0.2%	-$591	0.03%	540
2025 Q3	$380K	Buy	4,581 +124	+3%	+$9.91K	0.03%	541
2025 Q2	$354K	Sell	4,457 -27	-0.6%	-$2.07K	0.01%	561
2025 Q1	$378K	Sell	4,484 -739	-14%	-$61.5K	0.02%	562
2024 Q4	$404K	Buy	5,223 +132	+3%	+$11.1K	0.02%	590
2024 Q3	$437K	Buy	5,091 +144	+3%	+$11.6K	0.02%	591
2024 Q2	$388K	Buy	4,947 +12	+0.2%	+$974	0.03%	574
2024 Q1	$426K	Buy	4,935 +1,010	+26%	+$81.1K	0.06%	437
2023 Q4	$309K	Buy	3,925 +2	+0.1%	+$145	0.06%	313
2023 Q3	$283K	Hold	3,923	–	–	0.06%	313
2023 Q2	$298K	Hold	3,923	–	–	0.06%	321
2023 Q1	$292K	Buy	+3,923	New	+$333K	0.08%	189

Other funds holding PFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harbor Capital Advisors's PFG Position: Q1 2026 in Review

Harbor Capital Advisors reduced its Principal Financial Group (PFG) stake by 18% in Q1 2026, selling an estimated $73.5K and leaving 3,770 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #550.

Harbor Capital Advisors first reported a position in PFG in Q1 2023 and has held it in 13 quarters since. The position peaked at $437K in Q3 2024. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Harbor Capital Advisors held 3,770 shares of Principal Financial Group worth $340K as of Q1 2026.
Harbor Capital Advisors sold 804 Principal Financial Group shares in Q1 2026, an estimated $73.5K.
Principal Financial Group made up 0.03% of Harbor Capital Advisors's portfolio in Q1 2026, its #550 holding.
Harbor Capital Advisors first reported a position in Principal Financial Group in Q1 2023 and has held it in 13 quarters since.
Harbor Capital Advisors's Principal Financial Group position peaked at $437K in Q3 2024.
909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.