Jefferies Financial Group
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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
Q3 		– Sell
-14,959
Closed -$1.61M – 1686
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 +$216K ﹤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

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Jefferies Financial Group's PFG Position: Q3 2026 in Review

Jefferies Financial Group sold out of Principal Financial Group (PFG) in Q3 2026, closing a stake of 14,959 shares — an estimated $1.61M sold.

Jefferies Financial Group first reported a position in PFG in Q4 2022 and held it in 10 quarters. The position peaked at $2.99M in Q4 2022. 629 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Jefferies Financial Group reported no remaining Principal Financial Group position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 14,959 Principal Financial Group shares in Q3 2026, an estimated $1.61M.
  • Jefferies Financial Group first reported a position in Principal Financial Group in Q4 2022 and held it in 10 quarters.
  • Jefferies Financial Group's Principal Financial Group position peaked at $2.99M in Q4 2022.
  • 629 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.