KCM
PFG icon

Key Capital Management’s Principal Financial Group PFG Stock Holding History

Key Capital 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 		$109K Sell
1,012
-288
-22% -$29.2K 0.06% 103
2026
Q1 		$117K Buy
1,300
+323
+33% +$29.5K 0.08% 90
2025
Q4 		$86.2K Buy
+977
New +$82.5K 0.09% 102

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.34B AUM 25.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Key Capital Management's PFG Position: Q2 2026 in Review

Key Capital Management reduced its Principal Financial Group (PFG) stake by 22% in Q2 2026, selling an estimated $29.2K and leaving 1,012 shares worth $109K. The position accounts for 0.06% of the portfolio, ranked #103.

Key Capital Management first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $117K in Q1 2026. 500 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Key Capital Management held 1,012 shares of Principal Financial Group worth $109K as of Q2 2026.
  • Key Capital Management sold 288 Principal Financial Group shares in Q2 2026, an estimated $29.2K.
  • Principal Financial Group made up 0.06% of Key Capital Management's portfolio in Q2 2026, its #103 holding.
  • Key Capital Management first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's Principal Financial Group position peaked at $117K in Q1 2026.
  • 500 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.