Jeff Yass’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.6M | Buy |
70,480
+42,466
| +152% | +$4.31M | ﹤0.01% | 3846 |
|
|
2026
Q1 | $2.52M | Sell |
28,014
-56,162
| -67% | -$5.13M | ﹤0.01% | 5636 |
|
|
2025
Q4 | $7.43M | Sell |
84,176
-4,361
| -5% | -$368K | ﹤0.01% | 3452 |
|
|
2025
Q3 | $7.34M | Buy |
88,537
+55,384
| +167% | +$4.43M | ﹤0.01% | 3480 |
|
|
2025
Q2 | $2.63M | Sell |
33,153
-3,563
| -10% | -$274K | ﹤0.01% | 5237 |
|
|
2025
Q1 | $3.1M | Sell |
36,716
-133,250
| -78% | -$11.1M | ﹤0.01% | 4585 |
|
|
2024
Q4 | $13.2M | Buy |
169,966
+114,725
| +208% | +$9.67M | ﹤0.01% | 2312 |
|
|
2024
Q3 | $4.75M | Sell |
55,241
-23,274
| -30% | -$1.88M | ﹤0.01% | 3657 |
|
|
2024
Q2 | $6.16M | Buy |
78,515
+20,718
| +36% | +$1.68M | ﹤0.01% | 3120 |
|
|
2024
Q1 | $4.99M | Sell |
57,797
-124,111
| -68% | -$9.96M | ﹤0.01% | 3644 |
|
|
2023
Q4 | $14.3M | Sell |
181,908
-6,777
| -4% | -$491K | ﹤0.01% | 2175 |
|
|
2023
Q3 | $13.6M | Sell |
188,685
-31,095
| -14% | -$2.41M | ﹤0.01% | 2186 |
|
|
2023
Q2 | $16.7M | Sell |
219,780
-78,756
| -26% | -$5.68M | ﹤0.01% | 1921 |
|
|
2023
Q1 | $22.2M | Buy |
298,536
+184,617
| +162% | +$15.7M | ﹤0.01% | 1609 |
|
|
2022
Q4 | $9.56M | Buy |
113,919
+65,224
| +134% | +$5.6M | ﹤0.01% | 2329 |
|
|
2022
Q3 | $3.51M | Sell |
48,695
-27,481
| -36% | -$1.97M | ﹤0.01% | 3769 |
|
|
2022
Q2 | $5.09M | Sell |
76,176
-15,299
| -17% | -$1.08M | ﹤0.01% | 3160 |
|
|
2022
Q1 | $6.71M | Buy |
91,475
+507
| +0.6% | +$36.7K | ﹤0.01% | 3152 |
|
|
2021
Q4 | $6.58M | Buy |
90,968
+17,642
| +24% | +$1.23M | ﹤0.01% | 3308 |
|
|
2021
Q3 | $4.72M | Sell |
73,326
-16,129
| -18% | -$1.04M | ﹤0.01% | 4056 |
|
|
2021
Q2 | $5.65M | Buy |
89,455
+15,344
| +21% | +$981K | ﹤0.01% | 3821 |
|
|
2021
Q1 | $4.44M | Buy |
74,111
+37,225
| +101% | +$2.07M | ﹤0.01% | 4142 |
|
|
2020
Q4 | $1.83M | Buy |
36,886
+9,826
| +36% | +$450K | ﹤0.01% | 5276 |
|
|
2020
Q3 | $1.09M | Sell |
27,060
-11,391
| -30% | -$486K | ﹤0.01% | 5888 |
|
|
2020
Q2 | $1.6M | Buy |
38,451
+27,495
| +251% | +$1M | ﹤0.01% | 4907 |
|
|
2020
Q1 | $343K | Sell |
10,956
-56,967
| -84% | -$2.7M | ﹤0.01% | 7720 |
|
|
2019
Q4 | $3.74M | Buy |
67,923
+62,035
| +1,054% | +$3.4M | ﹤0.01% | 3382 |
|
|
2019
Q3 | $336K | Buy |
+5,888
| New | +$331K | ﹤0.01% | 8054 |
|
|
2018
Q2 | – | Sell |
-3,963
| Closed | -$230K | – | 10187 |
|
|
2018
Q1 | $241K | Sell |
3,963
-30,537
| -89% | -$2.01M | ﹤0.01% | 7998 |
|
|
2017
Q4 | $2.43M | Buy |
+34,500
| New | +$2.38M | ﹤0.01% | 3573 |
|
|
2017
Q2 | – | Sell |
-38,729
| Closed | -$2.46M | – | 9656 |
|
|
2017
Q1 | $2.44M | Buy |
+38,729
| New | +$2.36M | ﹤0.01% | 3368 |
|
|
2016
Q3 | – | Sell |
-8,881
| Closed | -$415K | – | 8866 |
|
|
2016
Q2 | $365K | Buy |
8,881
+3,274
| +58% | +$138K | ﹤0.01% | 6650 |
|
|
2016
Q1 | $221K | Sell |
5,607
-61,052
| -92% | -$2.35M | ﹤0.01% | 7807 |
|
|
2015
Q4 | $3M | Buy |
66,659
+36,044
| +118% | +$1.76M | ﹤0.01% | 3276 |
|
|
2015
Q3 | $1.45M | Sell |
30,615
-32,761
| -52% | -$1.7M | ﹤0.01% | 4947 |
|
|
2015
Q2 | $3.25M | Buy |
63,376
+33,882
| +115% | +$1.76M | ﹤0.01% | 3696 |
|
|
2015
Q1 | $1.51M | Sell |
29,494
-46,893
| -61% | -$2.36M | ﹤0.01% | 4897 |
|
|
2014
Q4 | $3.97M | Buy |
76,387
+37,377
| +96% | +$1.94M | ﹤0.01% | 3227 |
|
|
2014
Q3 | $2.05M | Buy |
39,010
+15,567
| +66% | +$814K | ﹤0.01% | 4581 |
|
|
2014
Q2 | $1.18M | Sell |
23,443
-124,671
| -84% | -$5.87M | ﹤0.01% | 5692 |
|
|
2014
Q1 | $6.81M | Sell |
148,114
-185,594
| -56% | -$8.49M | ﹤0.01% | 2481 |
|
|
2013
Q4 | $16.5M | Buy |
333,708
+26,889
| +9% | +$1.28M | 0.01% | 1558 |
|
|
2013
Q3 | $13.1M | Buy |
306,819
+34,697
| +13% | +$1.45M | 0.01% | 1598 |
|
|
2013
Q2 | $10.2M | Buy |
+272,122
| New | +$9.96M | 0.01% | 1771 |
|
Other funds holding PFG
NLI
Jeff Yass's PFG Position: Q2 2026 in Review
Jeff Yass increased its Principal Financial Group (PFG) stake by 152% in Q2 2026, buying an estimated $4.31M and bringing the position to 70,480 shares worth $7.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3846.
Jeff Yass first reported a position in PFG in Q2 2013 and has held it in 44 quarters since. The position peaked at $22.2M in Q1 2023. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Jeff Yass held 70,480 shares of Principal Financial Group worth $7.6M as of Q2 2026.
- Jeff Yass bought 42,466 Principal Financial Group shares in Q2 2026, an estimated $4.31M.
- Principal Financial Group made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #3846 holding.
- Jeff Yass first reported a position in Principal Financial Group in Q2 2013 and has held it in 44 quarters since.
- Jeff Yass's Principal Financial Group position peaked at $22.2M in Q1 2023.
- 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.