LA
PFG icon

LBP AM’s Principal Financial Group PFG Stock Holding History

LBP AM’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 		$14.7M Buy
136,038
+26,700
+24% +$2.71M 0.15% 134
2026
Q1 		$9.85M Sell
109,338
-8,559
-7% -$782K 0.13% 155
2025
Q4 		$10.4M Buy
+117,897
New +$9.95M 0.12% 162
2024
Q3 		– Sell
-63,930
Closed -$5.02M – 400
2024
Q2 		$5.02M Buy
63,930
+1,163
+2% +$94.4K 0.21% 106
2024
Q1 		$5.42M Buy
62,767
+43,383
+224% +$3.48M 0.22% 110
2023
Q4 		$1.52M Sell
19,384
-23,371
-55% -$1.69M 0.03% 288
2023
Q3 		$3.08M Buy
42,755
+11,607
+37% +$901K 0.07% 238
2023
Q2 		$2.36M Buy
31,148
+2,395
+8% +$173K 0.06% 235
2023
Q1 		$2.14M Sell
28,753
-1,235
-4% -$105K 0.05% 271
2022
Q4 		$2.52M Buy
+29,988
New +$2.57M 0.07% 248

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

LBP AM's PFG Position: Q2 2026 in Review

LBP AM increased its Principal Financial Group (PFG) stake by 24% in Q2 2026, buying an estimated $2.71M and bringing the position to 136,038 shares worth $14.7M. The position accounts for 0.15% of the portfolio, ranked #134.

LBP AM first reported a position in PFG in Q4 2022 and has held it in 10 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • LBP AM held 136,038 shares of Principal Financial Group worth $14.7M as of Q2 2026.
  • LBP AM bought 26,700 Principal Financial Group shares in Q2 2026, an estimated $2.71M.
  • Principal Financial Group made up 0.15% of LBP AM's portfolio in Q2 2026, its #134 holding.
  • LBP AM first reported a position in Principal Financial Group in Q4 2022 and has held it in 10 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.