HH
PFG icon

Hilltop Holdings’s Principal Financial Group PFG Stock Holding History

Hilltop Holdings’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 		$922K Sell
8,555
-152
-2% -$15.4K 0.07% 276
2026
Q1 		$785K Buy
8,707
+1,657
+24% +$151K 0.07% 299
2025
Q4 		$622K Buy
7,050
+32
+0.5% +$2.7K 0.04% 482
2025
Q3 		$582K Buy
7,018
+234
+3% +$18.7K 0.03% 523
2025
Q2 		$539K Buy
6,784
+157
+2% +$12.1K 0.03% 492
2025
Q1 		$559K Buy
6,627
+491
+8% +$40.8K 0.04% 482
2024
Q4 		$475K Buy
6,136
+10
+0.2% +$843 0.03% 515
2024
Q3 		$526K Buy
6,126
+8
+0.1% +$646 0.03% 482
2024
Q2 		$480K Buy
6,118
+10
+0.2% +$812 0.06% 367
2024
Q1 		$527K Buy
6,108
+8
+0.1% +$642 0.05% 364
2023
Q4 		$480K Buy
6,100
+51
+0.8% +$3.69K 0.05% 369
2023
Q3 		$436K Buy
6,049
+32
+0.5% +$2.48K 0.05% 374
2023
Q2 		$456K Buy
6,017
+515
+9% +$37.1K 0.06% 334
2023
Q1 		$409K Buy
5,502
+30
+0.5% +$2.54K 0.05% 323
2022
Q4 		$459K Sell
5,472
-555
-9% -$47.6K 0.06% 300
2022
Q3 		$435K Buy
6,027
+163
+3% +$11.7K 0.06% 292
2022
Q2 		$392K Buy
5,864
+266
+5% +$18.7K 0.05% 316
2022
Q1 		$411K Buy
5,598
+172
+3% +$12.5K 0.05% 345
2021
Q4 		$392K Buy
5,426
+982
+22% +$68.5K 0.04% 403
2021
Q3 		$286K Buy
+4,444
New +$285K 0.03% 494

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 $3.37T AUM 44.26% 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

Hilltop Holdings's PFG Position: Q2 2026 in Review

Hilltop Holdings reduced its Principal Financial Group (PFG) stake by 1.7% in Q2 2026, selling an estimated $15.4K and leaving 8,555 shares worth $922K. The position accounts for 0.07% of the portfolio, ranked #276.

Hilltop Holdings first reported a position in PFG in Q3 2021 and has held it in 20 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Hilltop Holdings held 8,555 shares of Principal Financial Group worth $922K as of Q2 2026.
  • Hilltop Holdings sold 152 Principal Financial Group shares in Q2 2026, an estimated $15.4K.
  • Principal Financial Group made up 0.07% of Hilltop Holdings's portfolio in Q2 2026, its #276 holding.
  • Hilltop Holdings first reported a position in Principal Financial Group in Q3 2021 and has held it in 20 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Hilltop Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.