Lazard Asset Management
PFG icon

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

Lazard 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 		$3.35M Sell
31,071
-20,886
-40% -$2.12M 0.01% 761
2026
Q1 		$4.68M Buy
+51,957
New +$4.75M 0.01% 580
2025
Q1 		– Sell
-60
Closed -$4K – 2506
2024
Q4 		$4K Buy
60
+32
+114% +$2.7K ﹤0.01% 2148
2024
Q3 		$2K Sell
28
-7
-20% -$565 ﹤0.01% 2095
2024
Q2 		$2K Sell
35
-8
-19% -$650 ﹤0.01% 2106
2024
Q1 		$3K Sell
43
-203
-83% -$16.3K ﹤0.01% 1923
2023
Q4 		$19K Buy
246
+6
+3% +$435 ﹤0.01% 2059
2023
Q3 		$17K Hold
240
– – ﹤0.01% 2118
2023
Q2 		$18K Sell
240
-11
-4% -$793 ﹤0.01% 2119
2023
Q1 		$18K Sell
251
-3
-1% -$255 ﹤0.01% 2072
2022
Q4 		$21K Buy
254
+6
+2% +$515 ﹤0.01% 2126
2022
Q3 		$17K Buy
248
+218
+727% +$15.7K ﹤0.01% 2111
2022
Q2 		$2K Hold
30
– – ﹤0.01% 2297
2022
Q1 		$2K Sell
30
-101
-77% -$7.31K ﹤0.01% 2254
2021
Q4 		$9K Buy
+131
New +$9.14K ﹤0.01% 2135
2021
Q1 		– Sell
-34,670
Closed -$1.72M – 1972
2020
Q4 		$1.72M Buy
34,670
+17,353
+100% +$795K ﹤0.01% 819
2020
Q3 		$697K Sell
17,317
-1,095
-6% -$46.7K ﹤0.01% 840
2020
Q2 		$764K Buy
18,412
+9,291
+102% +$339K ﹤0.01% 788
2020
Q1 		$284K Hold
9,121
– – ﹤0.01% 859
2019
Q4 		$500K Hold
9,121
– – ﹤0.01% 808
2019
Q3 		$520K Buy
9,121
+4,818
+112% +$271K ﹤0.01% 822
2019
Q2 		$248K Buy
4,303
+4,272
+13,781% +$235K ﹤0.01% 1004
2019
Q1 		$1K Sell
31
-30,243
-100% -$1.5M ﹤0.01% 1134
2018
Q4 		$1.34M Buy
+30,274
New +$1.49M ﹤0.01% 681
2017
Q2 		– Sell
-20
Closed -$1K – 1036
2017
Q1 		$1K Hold
20
– – ﹤0.01% 1004
2016
Q4 		$1K Buy
+20
New +$1.12K ﹤0.01% 983

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

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

Lazard Asset Management reduced its Principal Financial Group (PFG) stake by 40% in Q2 2026, selling an estimated $2.12M and leaving 31,071 shares worth $3.35M. The position accounts for 0.01% of the portfolio, ranked #761.

Lazard Asset Management first reported a position in PFG in Q4 2016 and has held it in 26 quarters since. The position peaked at $4.68M in Q1 2026. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Lazard Asset Management held 31,071 shares of Principal Financial Group worth $3.35M as of Q2 2026.
  • Lazard Asset Management sold 20,886 Principal Financial Group shares in Q2 2026, an estimated $2.12M.
  • Principal Financial Group made up 0.01% of Lazard Asset Management's portfolio in Q2 2026, its #761 holding.
  • Lazard Asset Management first reported a position in Principal Financial Group in Q4 2016 and has held it in 26 quarters since.
  • Lazard Asset Management's Principal Financial Group position peaked at $4.68M in Q1 2026.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.