Key Capital Management
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
Q3 		$919K Buy
8,211
+7,199
+711% +$815K 0.34% 48
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

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Conning Inc
Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Key Capital Management's PFG Position: Q3 2026 in Review

Key Capital Management increased its Principal Financial Group (PFG) stake by 711% in Q3 2026, buying an estimated $815K and bringing the position to 8,211 shares worth $919K. The position accounts for 0.34% of the portfolio, ranked #48.

Key Capital Management first reported a position in PFG in Q4 2025 and has held it in 4 quarters since. 494 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Key Capital Management held 8,211 shares of Principal Financial Group worth $919K as of Q3 2026.
  • Key Capital Management bought 7,199 Principal Financial Group shares in Q3 2026, an estimated $815K.
  • Principal Financial Group made up 0.34% of Key Capital Management's portfolio in Q3 2026, its #48 holding.
  • Key Capital Management first reported a position in Principal Financial Group in Q4 2025 and has held it in 4 quarters since.
  • 494 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.