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Kepler Cheuvreux’s Principal Financial Group PFG Stock Holding History

Kepler Cheuvreux’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 		$496K Sell
4,604
-6,446
-58% -$654K 0.03% 153
2026
Q1 		$996K Sell
11,050
-14,628
-57% -$1.34M 0.07% 135
2025
Q4 		$2.27M Sell
25,678
-7,063
-22% -$596K 0.13% 106
2025
Q3 		$2.71M Buy
+32,741
New +$2.62M 0.15% 110

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

Kepler Cheuvreux's PFG Position: Q2 2026 in Review

Kepler Cheuvreux reduced its Principal Financial Group (PFG) stake by 58% in Q2 2026, selling an estimated $654K and leaving 4,604 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #153.

Kepler Cheuvreux first reported a position in PFG in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.71M in Q3 2025. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Kepler Cheuvreux held 4,604 shares of Principal Financial Group worth $496K as of Q2 2026.
  • Kepler Cheuvreux sold 6,446 Principal Financial Group shares in Q2 2026, an estimated $654K.
  • Principal Financial Group made up 0.03% of Kepler Cheuvreux's portfolio in Q2 2026, its #153 holding.
  • Kepler Cheuvreux first reported a position in Principal Financial Group in Q3 2025 and has held it in 4 quarters since.
  • Kepler Cheuvreux's Principal Financial Group position peaked at $2.71M in Q3 2025.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Kepler Cheuvreux's 13F filing for Q2 2026, filed 15 Jul 2026.