Lighthouse Investment Partners’s Principal Financial Group PFG Stock Holding History

Lighthouse Investment Partners’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	–	Sell	-4,918	Closed	-$443K	–	899
2026 Q1	$443K	Buy	+4,918	New	+$450K	0.02%	538
2025 Q3	–	Sell	-239,806	Closed	-$19M	–	744
2025 Q2	$19M	Buy	+239,806	New	+$18.4M	0.72%	15
2024 Q4	–	Sell	-112,540	Closed	-$9.67M	–	608
2024 Q3	$9.67M	Buy	+112,540	New	+$9.09M	0.36%	72
2024 Q2	–	Sell	-25,122	Closed	-$2.17M	–	507
2024 Q1	$2.17M	Buy	+25,122	New	+$2.02M	0.1%	223

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lighthouse Investment Partners's PFG Position: Q2 2026 in Review

Lighthouse Investment Partners sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 4,918 shares — an estimated $443K sold.

Lighthouse Investment Partners first reported a position in PFG in Q1 2024 and held it in 4 quarters. The position peaked at $19M in Q2 2025. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Lighthouse Investment Partners reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
Lighthouse Investment Partners sold 4,918 Principal Financial Group shares in Q2 2026, an estimated $443K.
Lighthouse Investment Partners first reported a position in Principal Financial Group in Q1 2024 and held it in 4 quarters.
Lighthouse Investment Partners's Principal Financial Group position peaked at $19M in Q2 2025.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.