Jupiter Asset Management’s Principal Financial Group PFG Stock Holding History

Jupiter Asset Management’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	$3.59M	Buy	+33,333	New	+$3.38M	0.02%	391
2020 Q4	–	Sell	-19,545	Closed	-$787K	–	642
2020 Q3	$787K	Buy	+19,545	New	+$833K	0.01%	479
2014 Q4	–	Sell	-28,000	Closed	-$1.47M	–	245
2014 Q3	$1.47M	Buy	+28,000	New	+$1.46M	0.05%	210

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Jupiter Asset Management's PFG Position: Q2 2026 in Review

Jupiter Asset Management opened a new position in Principal Financial Group (PFG) in Q2 2026: 33,333 shares worth $3.59M. The stake represents 0.02% of the portfolio and ranks #391 among its holdings. This is a return to the name: Jupiter Asset Management previously reported a position in PFG as recently as Q3 2020.

Jupiter Asset Management first reported a position in PFG in Q3 2014 and has held it in 3 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Jupiter Asset Management held 33,333 shares of Principal Financial Group worth $3.59M as of Q2 2026.
Principal Financial Group was a new Jupiter Asset Management position in Q2 2026.
Principal Financial Group made up 0.02% of Jupiter Asset Management's portfolio in Q2 2026, its #391 holding.
Jupiter Asset Management first reported a position in Principal Financial Group in Q3 2014 and has held it in 3 quarters since.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.