HSBC Holdings
PFG icon

HSBC Holdings’s Principal Financial Group PFG Stock Holding History

HSBC 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
Q1 		$70.4M Sell
780,743
-31,321
-4% -$2.86M 0.04% 420
2025
Q4 		$71.7M Buy
812,064
+14,356
+2% +$1.21M 0.04% 409
2025
Q3 		$65.9M Sell
797,708
-330,852
-29% -$26.4M 0.04% 419
2025
Q2 		$89.6M Sell
1,128,560
-48,907
-4% -$3.75M 0.05% 328
2025
Q1 		$99.2M Sell
1,177,467
-259,392
-18% -$21.6M 0.06% 305
2024
Q4 		$111M Sell
1,436,859
-17,108
-1% -$1.44M 0.06% 281
2024
Q3 		$125M Buy
1,453,967
+10,852
+0.8% +$876K 0.07% 259
2024
Q2 		$113M Sell
1,443,115
-16,962
-1% -$1.38M 0.07% 258
2024
Q1 		$126M Buy
1,460,077
+99,739
+7% +$8M 0.09% 230
2023
Q4 		$107M Buy
1,360,338
+149,353
+12% +$10.8M 0.09% 214
2023
Q3 		$87.3M Buy
1,210,985
+456,455
+60% +$35.4M 0.09% 212
2023
Q2 		$57.2M Buy
754,530
+138,612
+23% +$9.99M 0.06% 322
2023
Q1 		$45.7M Sell
615,918
-11,715
-2% -$994K 0.05% 364
2022
Q4 		$52.7M Sell
627,633
-24,684
-4% -$2.12M 0.06% 333
2022
Q3 		$47.1M Sell
652,317
-77,559
-11% -$5.57M 0.08% 258
2022
Q2 		$48.8M Sell
729,876
-84,780
-10% -$5.96M 0.07% 288
2022
Q1 		$60.1M Sell
814,656
-124,299
-13% -$9M 0.07% 260
2021
Q4 		$67.8M Sell
938,955
-122,060
-12% -$8.52M 0.06% 302
2021
Q3 		$68.4M Sell
1,061,015
-23,915
-2% -$1.54M 0.07% 248
2021
Q2 		$68.5M Buy
1,084,930
+154,968
+17% +$9.91M 0.07% 255
2021
Q1 		$55.9M Sell
929,962
-16,184
-2% -$902K 0.07% 296
2020
Q4 		$46.9M Buy
946,146
+135,859
+17% +$6.22M 0.06% 301
2020
Q3 		$32.7M Buy
810,287
+74,278
+10% +$3.17M 0.05% 327
2020
Q2 		$30.6M Buy
736,009
+318,619
+76% +$11.6M 0.06% 315
2020
Q1 		$13.3M Buy
417,390
+23,150
+6% +$1.1M 0.03% 486
2019
Q4 		$21.8M Buy
394,240
+60,183
+18% +$3.29M 0.04% 488
2019
Q3 		$19.1M Sell
334,057
-40,800
-11% -$2.3M 0.04% 551
2019
Q2 		$21.7M Buy
374,857
+94,059
+33% +$5.18M 0.04% 470
2019
Q1 		$14.1M Sell
280,798
-41,549
-13% -$2.06M 0.03% 631
2018
Q4 		$14.2M Sell
322,347
-8,493
-3% -$418K 0.03% 643
2018
Q3 		$19.4M Buy
330,840
+3,296
+1% +$184K 0.03% 565
2018
Q2 		$17.3M Sell
327,544
-152,049
-32% -$8.83M 0.03% 545
2018
Q1 		$29.2M Buy
479,593
+60,745
+15% +$4M 0.04% 409
2017
Q4 		$29.6M Buy
418,848
+6,927
+2% +$477K 0.04% 387
2017
Q3 		$26.5M Buy
411,921
+63,990
+18% +$4.12M 0.04% 437
2017
Q2 		$22.3M Buy
347,931
+134,078
+63% +$8.51M 0.04% 468
2017
Q1 		$13.5M Buy
213,853
+623
+0.3% +$38K 0.03% 605
2016
Q4 		$12.3M Buy
213,230
+16,292
+8% +$913K 0.03% 640
2016
Q3 		$10.1M Buy
196,938
+2,992
+2% +$140K 0.03% 668
2016
Q2 		$7.97M Sell
193,946
-218
-0.1% -$9.2K 0.02% 736
2016
Q1 		$7.66M Buy
194,164
+52,796
+37% +$2.03M 0.02% 747
2015
Q4 		$6.36M Sell
141,368
-11,659
-8% -$569K 0.02% 851
2015
Q3 		$7.24M Buy
153,027
+75,970
+99% +$3.94M 0.02% 704
2015
Q2 		$3.95M Sell
77,057
-181,819
-70% -$9.43M 0.01% 903
2015
Q1 		$13.3M Buy
258,876
+32,976
+15% +$1.66M 0.03% 574
2014
Q4 		$11.7M Buy
225,900
+20,908
+10% +$1.08M 0.02% 610
2014
Q3 		$10.8M Buy
204,992
+44,167
+27% +$2.31M 0.02% 629
2014
Q2 		$8.12M Sell
160,825
-75,601
-32% -$3.56M 0.02% 697
2014
Q1 		$10.9M Buy
236,426
+26,926
+13% +$1.23M 0.03% 534
2013
Q4 		$10.3M Sell
209,500
-25,901
-11% -$1.23M 0.03% 619
2013
Q3 		$10.1M Buy
235,401
+842
+0.4% +$35.1K 0.03% 598
2013
Q2 		$8.79M Buy
+234,559
New +$8.58M 0.03% 545

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

HSBC Holdings's PFG Position: Q1 2026 in Review

HSBC Holdings reduced its Principal Financial Group (PFG) stake by 3.9% in Q1 2026, selling an estimated $2.86M and leaving 780,743 shares worth $70.4M. The position accounts for 0.04% of the portfolio, ranked #420.

HSBC Holdings first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $126M in Q1 2024. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • HSBC Holdings held 780,743 shares of Principal Financial Group worth $70.4M as of Q1 2026.
  • HSBC Holdings sold 31,321 Principal Financial Group shares in Q1 2026, an estimated $2.86M.
  • Principal Financial Group made up 0.04% of HSBC Holdings's portfolio in Q1 2026, its #420 holding.
  • HSBC Holdings first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
  • HSBC Holdings's Principal Financial Group position peaked at $126M in Q1 2024.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.