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
-119,502
Closed -$6.13M – 2111
2015
Q2 		$6.13M Buy
+119,502
New +$6.2M 0.01% 765

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 $3.37T AUM 44.26% 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

HSBC Holdings's PFG Position: Q2 2026 in Review

HSBC Holdings increased its Principal Financial Group (PFG) stake by 48% in Q2 2026, buying an estimated $37.8M and bringing the position to 1,153,117 shares worth $124M. The position accounts for 0.05% of the portfolio, ranked #326.

HSBC Holdings first reported a position in PFG in Q2 2013 and has held it in 53 quarters since. The position peaked at $126M in Q1 2024. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • HSBC Holdings held 1,153,117 shares of Principal Financial Group worth $124M as of Q2 2026.
  • HSBC Holdings bought 372,374 Principal Financial Group shares in Q2 2026, an estimated $37.8M.
  • Principal Financial Group made up 0.05% of HSBC Holdings's portfolio in Q2 2026, its #326 holding.
  • HSBC Holdings first reported a position in Principal Financial Group in Q2 2013 and has held it in 53 quarters since.
  • HSBC Holdings's Principal Financial Group position peaked at $126M in Q1 2024.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.