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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Lighthouse Investment Partners's PFG Position: Q1 2026 in Review

Lighthouse Investment Partners opened a new position in Principal Financial Group (PFG) in Q1 2026: 4,918 shares worth $443K. The stake represents 0.02% of the portfolio and ranks #538 among its holdings. This is a return to the name: Lighthouse Investment Partners previously reported a position in PFG as recently as Q2 2025.

Lighthouse Investment Partners first reported a position in PFG in Q1 2024 and has held it in 4 quarters since. The position peaked at $19M in Q2 2025. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Lighthouse Investment Partners held 4,918 shares of Principal Financial Group worth $443K as of Q1 2026.
  • Principal Financial Group was a new Lighthouse Investment Partners position in Q1 2026.
  • Principal Financial Group made up 0.02% of Lighthouse Investment Partners's portfolio in Q1 2026, its #538 holding.
  • Lighthouse Investment Partners first reported a position in Principal Financial Group in Q1 2024 and has held it in 4 quarters since.
  • Lighthouse Investment Partners's Principal Financial Group position peaked at $19M in Q2 2025.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.