Loomis, Sayles & Company
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Loomis, Sayles & Company’s Principal Financial Group PFG Stock Holding History

Loomis, Sayles & Company’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 		$42.8K Buy
+397
New +$40.3K ﹤0.01% 637
2023
Q2 		– Sell
-42
Closed -$3K – 1051
2023
Q1 		$3K Buy
+42
New +$3.56K ﹤0.01% 924
2022
Q3 		– Sell
-137
Closed -$9K – 1022
2022
Q2 		$9K Sell
137
-29
-17% -$2.04K ﹤0.01% 677
2022
Q1 		$12K Buy
+166
New +$12K ﹤0.01% 699
2021
Q4 		– Sell
-317
Closed -$20K – 870
2021
Q3 		$20K Buy
+317
New +$20.4K ﹤0.01% 707
2021
Q2 		– Sell
-496
Closed -$30K – 889
2021
Q1 		$30K Buy
496
+183
+58% +$10.2K ﹤0.01% 604
2020
Q4 		$16K Buy
+313
New +$14.3K ﹤0.01% 644
2020
Q1 		– Sell
-1,205
Closed -$66K – 780
2019
Q4 		$66K Sell
1,205
-8,991
-88% -$492K ﹤0.01% 667
2019
Q3 		$583K Sell
10,196
-19,736
-66% -$1.11M ﹤0.01% 491
2019
Q2 		$1.73M Buy
+29,932
New +$1.65M ﹤0.01% 475
2018
Q3 		– Sell
-7,208
Closed -$382K – 932
2018
Q2 		$382K Sell
7,208
-2,289
-24% -$133K ﹤0.01% 586
2018
Q1 		$578K Buy
+9,497
New +$625K ﹤0.01% 579
2016
Q4 		– Sell
-137
Closed -$7K – 1085
2016
Q3 		$7K Sell
137
-48
-26% -$2.25K ﹤0.01% 827
2016
Q2 		$8K Sell
185
-157
-46% -$6.63K ﹤0.01% 781
2016
Q1 		$13K Buy
342
+224
+190% +$8.62K ﹤0.01% 781
2015
Q4 		$5K Buy
+118
New +$5.76K ﹤0.01% 933

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

Loomis, Sayles & Company's PFG Position: Q2 2026 in Review

Loomis, Sayles & Company opened a new position in Principal Financial Group (PFG) in Q2 2026: 397 shares worth $42.8K. The stake represents ﹤0.01% of the portfolio and ranks #637 among its holdings. This is a return to the name: Loomis, Sayles & Company previously reported a position in PFG as recently as Q1 2023.

Loomis, Sayles & Company first reported a position in PFG in Q4 2015 and has held it in 16 quarters since. The position peaked at $1.73M in Q2 2019. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Loomis, Sayles & Company held 397 shares of Principal Financial Group worth $42.8K as of Q2 2026.
  • Principal Financial Group was a new Loomis, Sayles & Company position in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #637 holding.
  • Loomis, Sayles & Company first reported a position in Principal Financial Group in Q4 2015 and has held it in 16 quarters since.
  • Loomis, Sayles & Company's Principal Financial Group position peaked at $1.73M in Q2 2019.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.