iSAM Funds (UK)’s Principal Financial Group PFG Stock Holding History

iSAM Funds (UK)’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 Q1	–	Sell	-23,233	Closed	-$2.05M	–	416
2025 Q4	$2.05M	Sell	23,233 -3,882	-14%	-$328K	0.74%	37
2025 Q3	$2.25M	Buy	+27,115	New	+$2.17M	0.46%	55
2025 Q2	–	Sell	-22,403	Closed	-$1.89M	–	569
2025 Q1	$1.89M	Buy	+22,403	New	+$1.86M	0.93%	15
2024 Q3	–	Sell	-17,243	Closed	-$1.35M	–	377
2024 Q2	$1.35M	Buy	+17,243	New	+$1.4M	1.01%	20
2023 Q4	–	Sell	-20,532	Closed	-$1.48M	–	318
2023 Q3	$1.48M	Buy	+20,532	New	+$1.59M	0.94%	30
2023 Q2	–	Sell	-6,325	Closed	-$470K	–	256
2023 Q1	$470K	Buy	+6,325	New	+$537K	0.6%	69

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

iSAM Funds (UK)'s PFG Position: Q1 2026 in Review

iSAM Funds (UK) sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 23,233 shares — an estimated $2.05M sold.

iSAM Funds (UK) first reported a position in PFG in Q1 2023 and held it in 6 quarters. The position peaked at $2.25M in Q3 2025. 914 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

iSAM Funds (UK) reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
iSAM Funds (UK) sold 23,233 Principal Financial Group shares in Q1 2026, an estimated $2.05M.
iSAM Funds (UK) first reported a position in Principal Financial Group in Q1 2023 and held it in 6 quarters.
iSAM Funds (UK)'s Principal Financial Group position peaked at $2.25M in Q3 2025.
914 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.