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INTECH Investment Management’s Principal Financial Group PFG Stock Holding History

INTECH Investment Management’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 		$1.12M Buy
10,350
+2,141
+26% +$217K 0.01% 977
2026
Q1 		$740K Sell
8,209
-3,232
-28% -$295K 0.01% 1152
2025
Q4 		$1.01M Sell
11,441
-5,557
-33% -$469K 0.01% 1134
2025
Q3 		$1.41M Sell
16,998
-2,014
-11% -$161K 0.01% 987
2025
Q2 		$1.51M Buy
19,012
+459
+2% +$35.2K 0.01% 949
2025
Q1 		$1.57M Sell
18,553
-40,820
-69% -$3.4M 0.02% 905
2024
Q4 		$4.6M Sell
59,373
-174,385
-75% -$14.7M 0.04% 344
2024
Q3 		$20.1M Sell
233,758
-64,804
-22% -$5.23M 0.22% 85
2024
Q2 		$23.4M Buy
298,562
+63,747
+27% +$5.18M 0.29% 56
2024
Q1 		$20.3M Buy
234,815
+200,588
+586% +$16.1M 0.29% 77
2023
Q4 		$2.69M Sell
34,227
-86,868
-72% -$6.29M 0.04% 301
2023
Q3 		$8.73M Sell
121,095
-16,794
-12% -$1.3M 0.13% 175
2023
Q2 		$10.5M Sell
137,889
-133,361
-49% -$9.61M 0.11% 201
2023
Q1 		$20.2M Buy
271,250
+65,822
+32% +$5.58M 0.16% 175
2022
Q4 		$17.2M Buy
205,428
+112,574
+121% +$9.66M 0.13% 210
2022
Q3 		$6.7M Sell
92,854
-9,838
-10% -$707K 0.05% 326
2022
Q2 		$6.86M Buy
+102,692
New +$7.22M 0.04% 332

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

INTECH Investment Management's PFG Position: Q2 2026 in Review

INTECH Investment Management increased its Principal Financial Group (PFG) stake by 26% in Q2 2026, buying an estimated $217K and bringing the position to 10,350 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #977.

INTECH Investment Management first reported a position in PFG in Q2 2022 and has held it in 17 quarters since. The position peaked at $23.4M in Q2 2024. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • INTECH Investment Management held 10,350 shares of Principal Financial Group worth $1.12M as of Q2 2026.
  • INTECH Investment Management bought 2,141 Principal Financial Group shares in Q2 2026, an estimated $217K.
  • Principal Financial Group made up 0.01% of INTECH Investment Management's portfolio in Q2 2026, its #977 holding.
  • INTECH Investment Management first reported a position in Principal Financial Group in Q2 2022 and has held it in 17 quarters since.
  • INTECH Investment Management's Principal Financial Group position peaked at $23.4M in Q2 2024.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.