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
2015
Q3 		– Sell
-9,518
Closed -$488K – 2110
2015
Q2 		$488K Buy
+9,518
New +$494K ﹤0.01% 1431

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.