JF
PFG icon

Jump Financial’s Principal Financial Group PFG Stock Holding History

Jump Financial’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 		$216K Sell
2,000
-402
-17% -$40.8K ﹤0.01% 1820
2026
Q1 		$216K Buy
+2,402
New +$220K ﹤0.01% 1629
2025
Q4 		– Sell
-6,231
Closed -$517K – 2206
2025
Q3 		$517K Buy
+6,231
New +$498K 0.01% 1279
2025
Q2 		– Sell
-3,300
Closed -$278K – 2076
2025
Q1 		$278K Sell
3,300
-6,372
-66% -$530K ﹤0.01% 1321
2024
Q4 		$749K Sell
9,672
-24,832
-72% -$2.09M 0.02% 886
2024
Q3 		$2.96M Buy
34,504
+9,272
+37% +$749K 0.06% 375
2024
Q2 		$1.98M Buy
25,232
+2,309
+10% +$188K 0.04% 561
2024
Q1 		$1.98M Buy
22,923
+3,763
+20% +$302K 0.05% 452
2023
Q4 		$1.51M Buy
+19,160
New +$1.39M 0.05% 511
2022
Q4 		– Sell
-27,709
Closed -$2M – 1928
2022
Q3 		$2M Buy
27,709
+24,376
+731% +$1.75M 0.08% 384
2022
Q2 		$222K Buy
+3,333
New +$234K 0.01% 1230

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

Jump Financial's PFG Position: Q2 2026 in Review

Jump Financial reduced its Principal Financial Group (PFG) stake by 17% in Q2 2026, selling an estimated $40.8K and leaving 2,000 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

Jump Financial first reported a position in PFG in Q2 2022 and has held it in 11 quarters since. The position peaked at $2.96M in Q3 2024. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Jump Financial held 2,000 shares of Principal Financial Group worth $216K as of Q2 2026.
  • Jump Financial sold 402 Principal Financial Group shares in Q2 2026, an estimated $40.8K.
  • Principal Financial Group made up ﹤0.01% of Jump Financial's portfolio in Q2 2026, its #1820 holding.
  • Jump Financial first reported a position in Principal Financial Group in Q2 2022 and has held it in 11 quarters since.
  • Jump Financial's Principal Financial Group position peaked at $2.96M in Q3 2024.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.