IC
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IEQ Capital’s Principal Financial Group PFG Stock Holding History

IEQ Capital’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 		$1.34M Sell
12,451
-45,523
-79% -$4.62M 0.01% 984
2026
Q1 		$5.22M Buy
57,974
+7,515
+15% +$687K 0.02% 499
2025
Q4 		$4.45M Buy
+50,459
New +$4.26M 0.01% 555
2025
Q3 		– Sell
-9,062
Closed -$720K – 2020
2025
Q2 		$720K Sell
9,062
-10,864
-55% -$834K ﹤0.01% 981
2025
Q1 		$1.68M Buy
19,926
+15,462
+346% +$1.29M 0.01% 622
2024
Q4 		$346K Sell
4,464
-4,896
-52% -$413K ﹤0.01% 978
2024
Q3 		$804K Buy
9,360
+3,086
+49% +$249K 0.01% 604
2024
Q2 		$492K Buy
6,274
+894
+17% +$72.6K 0.01% 657
2024
Q1 		$464K Buy
5,380
+329
+7% +$26.4K 0.01% 646
2023
Q4 		$397K Sell
5,051
-361
-7% -$26.1K 0.01% 642
2023
Q3 		$390K Buy
5,412
+1,267
+31% +$98.3K 0.01% 647
2023
Q2 		$314K Sell
4,145
-1,536
-27% -$111K 0.01% 662
2023
Q1 		$422K Buy
5,681
+2,342
+70% +$199K 0.01% 624
2022
Q4 		$280K Sell
3,339
-196
-6% -$16.8K 0.01% 654
2022
Q3 		$255K Buy
3,535
+494
+16% +$35.5K 0.01% 708
2022
Q2 		$203K Sell
3,041
-537
-15% -$37.8K 0.01% 731
2022
Q1 		$263K Buy
3,578
+596
+20% +$43.1K 0.01% 673
2021
Q4 		$216K Sell
2,982
-231
-7% -$16.1K 0.01% 678
2021
Q3 		$207K Buy
+3,213
New +$206K 0.01% 666

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

IEQ Capital's PFG Position: Q2 2026 in Review

IEQ Capital reduced its Principal Financial Group (PFG) stake by 79% in Q2 2026, selling an estimated $4.62M and leaving 12,451 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #984.

IEQ Capital first reported a position in PFG in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.22M in Q1 2026. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • IEQ Capital held 12,451 shares of Principal Financial Group worth $1.34M as of Q2 2026.
  • IEQ Capital sold 45,523 Principal Financial Group shares in Q2 2026, an estimated $4.62M.
  • Principal Financial Group made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #984 holding.
  • IEQ Capital first reported a position in Principal Financial Group in Q3 2021 and has held it in 19 quarters since.
  • IEQ Capital's Principal Financial Group position peaked at $5.22M in Q1 2026.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.