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Jefferies Financial Group’s Principal Financial Group PFG Stock Holding History

Jefferies Financial Group’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 		$1.61M Sell
14,959
-7,041
-32% -$715K 0.01% 766
2026
Q1 		$1.98M Sell
22,000
-131
-0.6% -$12K 0.01% 644
2025
Q4 		$1.95M Buy
22,131
+13,131
+146% +$1.11M 0.01% 819
2025
Q3 		$746K Buy
+9,000
New +$719K ﹤0.01% 963
2025
Q2 		– Sell
-2,603
Closed -$220K – 1688
2025
Q1 		$220K Buy
+2,603
New +$217K ﹤0.01% 1344
2024
Q4 		– Sell
-30,693
Closed -$2.64M – 1779
2024
Q3 		$2.64M Buy
30,693
+14,623
+91% +$1.18M 0.02% 498
2024
Q2 		$1.26M Buy
+16,070
New +$1.3M 0.01% 676
2023
Q3 		– Sell
-13,238
Closed -$1M – 1901
2023
Q2 		$1M Buy
13,238
+7,743
+141% +$558K 0.01% 910
2023
Q1 		$408K Sell
5,495
-30,168
-85% -$2.56M ﹤0.01% 1150
2022
Q4 		$2.99M Buy
+35,663
New +$3.06M 0.02% 521

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

Jefferies Financial Group's PFG Position: Q2 2026 in Review

Jefferies Financial Group reduced its Principal Financial Group (PFG) stake by 32% in Q2 2026, selling an estimated $715K and leaving 14,959 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #766.

Jefferies Financial Group first reported a position in PFG in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.99M in Q4 2022. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Jefferies Financial Group held 14,959 shares of Principal Financial Group worth $1.61M as of Q2 2026.
  • Jefferies Financial Group sold 7,041 Principal Financial Group shares in Q2 2026, an estimated $715K.
  • Principal Financial Group made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #766 holding.
  • Jefferies Financial Group first reported a position in Principal Financial Group in Q4 2022 and has held it in 10 quarters since.
  • Jefferies Financial Group's Principal Financial Group position peaked at $2.99M in Q4 2022.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.