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HRT Financial’s Principal Financial Group PFG Stock Holding History

HRT Financial’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 		$2.2M Buy
+20,418
New +$2.07M ﹤0.01% 1688
2026
Q1 		– Sell
-48,019
Closed -$4.24M – 4506
2025
Q4 		$4.24M Buy
48,019
+17,806
+59% +$1.5M 0.01% 858
2025
Q3 		$2.5M Buy
+30,213
New +$2.42M 0.01% 1028
2025
Q1 		– Sell
-44,807
Closed -$3.47M – 3193
2024
Q4 		$3.47M Sell
44,807
-4,723
-10% -$398K 0.02% 529
2024
Q3 		$4.25M Buy
49,530
+26,543
+115% +$2.14M 0.02% 537
2024
Q2 		$1.8M Sell
22,987
-334,120
-94% -$27.1M 0.01% 777
2024
Q1 		$30.8M Buy
357,107
+303,145
+562% +$24.3M 0.19% 49
2023
Q4 		$4.25M Sell
53,962
-30,379
-36% -$2.2M 0.03% 357
2023
Q3 		$6.08M Buy
+84,341
New +$6.55M 0.06% 236
2023
Q2 		– Sell
-184,724
Closed -$13.7M – 3070
2023
Q1 		$13.7M Buy
184,724
+176,464
+2,136% +$15M 0.17% 95
2022
Q4 		$693K Buy
+8,260
New +$709K 0.01% 1211
2022
Q3 		– Sell
-29,738
Closed -$1.99M – 3324
2022
Q2 		$1.99M Buy
29,738
+25,224
+559% +$1.77M 0.02% 577
2022
Q1 		$331K Buy
+4,514
New +$327K ﹤0.01% 2170
2021
Q4 		– Sell
-26,720
Closed -$1.72M – 3864
2021
Q3 		$1.72M Buy
+26,720
New +$1.72M 0.01% 841
2021
Q2 		– Sell
-142,157
Closed -$8.52M – 3365
2021
Q1 		$8.52M Sell
142,157
-17,017
-11% -$948K 0.09% 159
2020
Q4 		$7.9M Buy
+159,174
New +$7.29M 0.16% 106
2020
Q3 		– Sell
-11,140
Closed -$462K – 2240
2020
Q2 		$462K Buy
+11,140
New +$406K 0.01% 809

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 $3.38T AUM 44.17% 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

HRT Financial's PFG Position: Q2 2026 in Review

HRT Financial opened a new position in Principal Financial Group (PFG) in Q2 2026: 20,418 shares worth $2.2M. The stake represents ﹤0.01% of the portfolio and ranks #1688 among its holdings. This is a return to the name: HRT Financial previously reported a position in PFG as recently as Q4 2025.

HRT Financial first reported a position in PFG in Q2 2020 and has held it in 17 quarters since. The position peaked at $30.8M in Q1 2024. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • HRT Financial held 20,418 shares of Principal Financial Group worth $2.2M as of Q2 2026.
  • Principal Financial Group was a new HRT Financial position in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #1688 holding.
  • HRT Financial first reported a position in Principal Financial Group in Q2 2020 and has held it in 17 quarters since.
  • HRT Financial's Principal Financial Group position peaked at $30.8M in Q1 2024.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.