IMRF
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Illinois Municipal Retirement Fund’s Principal Financial Group PFG Stock Holding History

Illinois Municipal Retirement Fund’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 		$9.87M Buy
91,617
+12,977
+17% +$1.32M 0.11% 230
2026
Q1 		$7.09M Sell
78,640
-30,072
-28% -$2.75M 0.09% 261
2025
Q4 		$9.59M Buy
108,712
+437
+0.4% +$36.9K 0.12% 202
2025
Q3 		$8.98M Buy
108,275
+8,497
+9% +$679K 0.11% 225
2025
Q2 		$7.93M Sell
99,778
-20,968
-17% -$1.61M 0.11% 231
2025
Q1 		$10.2M Buy
120,746
+4,189
+4% +$348K 0.15% 174
2024
Q4 		$9.02M Sell
116,557
-14,754
-11% -$1.24M 0.13% 200
2024
Q3 		$11.3M Buy
131,311
+680
+0.5% +$54.9K 0.16% 173
2024
Q2 		$10.2M Buy
130,631
+15,166
+13% +$1.23M 0.16% 171
2024
Q1 		$9.97M Sell
115,465
-2,739
-2% -$220K 0.15% 185
2023
Q4 		$9.3M Buy
118,204
+5,886
+5% +$426K 0.16% 180
2023
Q3 		$8.1M Buy
112,318
+35,188
+46% +$2.73M 0.15% 191
2023
Q2 		$5.85M Buy
77,130
+52,503
+213% +$3.78M 0.12% 248
2023
Q1 		$1.83M Hold
24,627
– – 0.04% 444
2022
Q4 		$2.07M Buy
24,627
+4,947
+25% +$424K 0.05% 405
2022
Q3 		$1.42M Hold
19,680
– – 0.04% 476
2022
Q2 		$1.31M Buy
19,680
+6,994
+55% +$492K 0.03% 509
2022
Q1 		$931K Hold
12,686
– – 0.03% 514
2021
Q4 		$918K Buy
12,686
+3,806
+43% +$266K 0.03% 547
2021
Q3 		$572K Hold
8,880
– – 0.02% 608
2021
Q2 		$561K Hold
8,880
– – 0.02% 619
2021
Q1 		$532K Hold
8,880
– – 0.02% 619
2020
Q4 		$441K Buy
8,880
+4,737
+114% +$217K 0.02% 674
2020
Q3 		$167K Buy
+4,143
New +$177K 0.02% 692

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

Illinois Municipal Retirement Fund's PFG Position: Q2 2026 in Review

Illinois Municipal Retirement Fund increased its Principal Financial Group (PFG) stake by 17% in Q2 2026, buying an estimated $1.32M and bringing the position to 91,617 shares worth $9.87M. The position accounts for 0.11% of the portfolio, ranked #230.

Illinois Municipal Retirement Fund first reported a position in PFG in Q3 2020 and has held it in 24 quarters since. The position peaked at $11.3M in Q3 2024. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Illinois Municipal Retirement Fund held 91,617 shares of Principal Financial Group worth $9.87M as of Q2 2026.
  • Illinois Municipal Retirement Fund bought 12,977 Principal Financial Group shares in Q2 2026, an estimated $1.32M.
  • Principal Financial Group made up 0.11% of Illinois Municipal Retirement Fund's portfolio in Q2 2026, its #230 holding.
  • Illinois Municipal Retirement Fund first reported a position in Principal Financial Group in Q3 2020 and has held it in 24 quarters since.
  • Illinois Municipal Retirement Fund's Principal Financial Group position peaked at $11.3M in Q3 2024.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Illinois Municipal Retirement Fund's 13F filing for Q2 2026, filed 12 Aug 2026.