Machina Capital’s Principal Financial Group PFG Stock Holding History

Machina Capital’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	-4,027	Closed	-$363K	–	465
2026 Q1	$363K	Buy	+4,027	New	+$368K	0.07%	283
2025 Q4	–	Sell	-4,298	Closed	-$356K	–	398
2025 Q3	$356K	Buy	+4,298	New	+$344K	0.06%	265
2025 Q2	–	Sell	-9,048	Closed	-$763K	–	378
2025 Q1	$763K	Buy	+9,048	New	+$753K	0.23%	150
2023 Q4	–	Sell	-7,128	Closed	-$514K	–	332
2023 Q3	$514K	Buy	+7,128	New	+$553K	0.29%	135
2020 Q1	–	Sell	-8,799	Closed	-$484K	–	219
2019 Q4	$484K	Sell	8,799 -2,151	-20%	-$118K	0.19%	189
2019 Q3	$626K	Buy	10,950 +8,415	+332%	+$474K	0.29%	136
2019 Q2	$147K	Sell	2,535 -4,544	-64%	-$250K	0.06%	316
2019 Q1	$355K	Buy	+7,079	New	+$351K	0.14%	193

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

Machina Capital's PFG Position: Q2 2026 in Review

Machina Capital sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 4,027 shares — an estimated $363K sold.

Machina Capital first reported a position in PFG in Q1 2019 and held it in 8 quarters. The position peaked at $763K in Q1 2025. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Machina Capital reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
Machina Capital sold 4,027 Principal Financial Group shares in Q2 2026, an estimated $363K.
Machina Capital first reported a position in Principal Financial Group in Q1 2019 and held it in 8 quarters.
Machina Capital's Principal Financial Group position peaked at $763K in Q1 2025.
950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.