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Horizon Investments’s Principal Financial Group PFG Stock Holding History

Horizon Investments’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 		$756K Buy
8,391
+3,524
+72% +$322K 0.01% 740
2025
Q4 		$429K Sell
4,867
-2,200
-31% -$186K 0.01% 864
2025
Q3 		$586K Buy
7,067
+3,758
+114% +$300K 0.01% 759
2025
Q2 		$263K Buy
3,309
+287
+9% +$22K ﹤0.01% 871
2025
Q1 		$255K Buy
3,022
+108
+4% +$8.98K 0.01% 499
2024
Q4 		$226K Buy
2,914
+24
+0.8% +$2.02K 0.01% 514
2024
Q3 		$248K Sell
2,890
-243
-8% -$19.6K 0.01% 501
2024
Q2 		$246K Sell
3,133
-14
-0.4% -$1.14K 0.01% 503
2024
Q1 		$272K Sell
3,147
-41
-1% -$3.29K 0.01% 480
2023
Q4 		$251K Buy
3,188
+53
+2% +$3.84K 0.01% 473
2023
Q3 		$226K Sell
3,135
-27
-0.9% -$2.1K 0.01% 484
2023
Q2 		$240K Buy
3,162
+202
+7% +$14.6K 0.01% 473
2023
Q1 		$220K Sell
2,960
-7,271
-71% -$617K 0.01% 489
2022
Q4 		$859K Buy
10,231
+1,016
+11% +$87.2K 0.02% 257
2022
Q3 		$665K Buy
+9,215
New +$662K 0.02% 280
2022
Q2 		– Sell
-3,023
Closed -$222K – 523
2022
Q1 		$222K Buy
+3,023
New +$219K 0.01% 494
2021
Q2 		– Sell
-10,616
Closed -$637K – 483
2021
Q1 		$637K Buy
+10,616
New +$592K 0.02% 263
2020
Q3 		– Sell
-5,942
Closed -$247K – 441
2020
Q2 		$247K Buy
+5,942
New +$217K 0.01% 400
2020
Q1 		– Sell
-9,180
Closed -$505K – 450
2019
Q4 		$505K Buy
+9,180
New +$502K 0.02% 292
2019
Q3 		– Sell
-4,700
Closed -$272K – 515
2019
Q2 		$272K Buy
4,700
+685
+17% +$37.7K 0.01% 428
2019
Q1 		$202K Buy
+4,015
New +$199K 0.01% 420
2016
Q4 		– Sell
-11,267
Closed -$580K – 182
2016
Q3 		$580K Buy
+11,267
New +$527K 0.04% 70

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

Horizon Investments's PFG Position: Q1 2026 in Review

Horizon Investments increased its Principal Financial Group (PFG) stake by 72% in Q1 2026, buying an estimated $322K and bringing the position to 8,391 shares worth $756K. The position accounts for 0.01% of the portfolio, ranked #740.

Horizon Investments first reported a position in PFG in Q3 2016 and has held it in 22 quarters since. The position peaked at $859K in Q4 2022. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Horizon Investments held 8,391 shares of Principal Financial Group worth $756K as of Q1 2026.
  • Horizon Investments bought 3,524 Principal Financial Group shares in Q1 2026, an estimated $322K.
  • Principal Financial Group made up 0.01% of Horizon Investments's portfolio in Q1 2026, its #740 holding.
  • Horizon Investments first reported a position in Principal Financial Group in Q3 2016 and has held it in 22 quarters since.
  • Horizon Investments's Principal Financial Group position peaked at $859K in Q4 2022.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.