Holocene Advisors
PFG icon

Holocene Advisors’s Principal Financial Group PFG Stock Holding History

Holocene 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 		$1.73M Sell
19,232
-44,804
-70% -$4.1M ﹤0.01% 593
2025
Q4 		$5.65M Sell
64,036
-32,524
-34% -$2.75M 0.01% 357
2025
Q3 		$8.01M Sell
96,560
-33,517
-26% -$2.68M 0.02% 312
2025
Q2 		$10.3M Sell
130,077
-12,237
-9% -$939K 0.03% 285
2025
Q1 		$12M Buy
142,314
+17,708
+14% +$1.47M 0.04% 272
2024
Q4 		$9.65M Buy
124,606
+16,280
+15% +$1.37M 0.03% 296
2024
Q3 		$9.31M Buy
108,326
+52,077
+93% +$4.21M 0.04% 250
2024
Q2 		$4.41M Sell
56,249
-38,335
-41% -$3.11M 0.02% 356
2024
Q1 		$8.16M Buy
+94,584
New +$7.59M 0.03% 310
2023
Q1 		– Sell
-19,707
Closed -$1.65M – 846
2022
Q4 		$1.65M Buy
+19,707
New +$1.69M 0.01% 475
2021
Q2 		– Sell
-10,501
Closed -$630K – 916
2021
Q1 		$630K Sell
10,501
-17,367
-62% -$968K ﹤0.01% 733
2020
Q4 		$1.38M Sell
27,868
-4,817
-15% -$221K 0.01% 483
2020
Q3 		$1.32M Sell
32,685
-43,346
-57% -$1.85M 0.01% 455
2020
Q2 		$3.16M Sell
76,031
-48,448
-39% -$1.77M 0.03% 256
2020
Q1 		$3.9M Buy
124,479
+84,504
+211% +$4M 0.04% 190
2019
Q4 		$2.2M Buy
39,975
+3,779
+10% +$207K 0.02% 371
2019
Q3 		$2.07M Sell
36,196
-2,321
-6% -$131K 0.02% 293
2019
Q2 		$2.23M Sell
38,517
-8,664
-18% -$477K 0.03% 175
2019
Q1 		$2.37M Buy
47,181
+11,285
+31% +$559K 0.04% 152
2018
Q4 		$1.59M Buy
35,896
+14,599
+69% +$719K 0.03% 182
2018
Q3 		$1.25M Buy
21,297
+11,676
+121% +$651K 0.02% 158
2018
Q2 		$509K Sell
9,621
-2
-0% -$116 0.01% 219
2018
Q1 		$586K Sell
9,623
-3,192
-25% -$210K 0.01% 125
2017
Q4 		$904K Buy
+12,815
New +$883K 0.02% 206

Other funds holding PFG

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Holocene Advisors's PFG Position: Q1 2026 in Review

Holocene Advisors reduced its Principal Financial Group (PFG) stake by 70% in Q1 2026, selling an estimated $4.1M and leaving 19,232 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Holocene Advisors first reported a position in PFG in Q4 2017 and has held it in 24 quarters since. The position peaked at $12M in Q1 2025. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Holocene Advisors held 19,232 shares of Principal Financial Group worth $1.73M as of Q1 2026.
  • Holocene Advisors sold 44,804 Principal Financial Group shares in Q1 2026, an estimated $4.1M.
  • Principal Financial Group made up ﹤0.01% of Holocene Advisors's portfolio in Q1 2026, its #593 holding.
  • Holocene Advisors first reported a position in Principal Financial Group in Q4 2017 and has held it in 24 quarters since.
  • Holocene Advisors's Principal Financial Group position peaked at $12M in Q1 2025.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.