Macquarie Group’s Principal Financial Group PFG Stock Holding History

Macquarie Group’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	$8.35M	Buy	77,452 +1,310	+2%	+$133K	0.04%	312
2026 Q1	$6.86M	Sell	76,142 -6,153	-7%	-$562K	0.04%	297
2025 Q4	$7.26M	Sell	82,295 -1,530	-2%	-$129K	0.03%	345
2025 Q3	$6.95M	Sell	83,825 -377	-0.4%	-$30.1K	0.01%	883
2025 Q2	$6.69M	Sell	84,202 -5,627	-6%	-$432K	0.01%	907
2025 Q1	$7.58M	Buy	89,829 +3,668	+4%	+$305K	0.01%	866
2024 Q4	$6.04M	Buy	86,161 +9,100	+12%	+$767K	0.01%	909
2024 Q3	$6.62M	Sell	77,061 -18,179	-19%	-$1.47M	0.01%	906
2024 Q2	$7.47M	Sell	95,240 -874	-0.9%	-$71K	0.01%	872
2024 Q1	$8.3M	Buy	96,114 +4,642	+5%	+$373K	0.01%	863
2023 Q4	$7.2M	Buy	91,472 +6,274	+7%	+$454K	0.01%	887
2023 Q3	$6.14M	Sell	85,198 -37	-0%	-$2.87K	0.01%	878
2023 Q2	$6.46M	Buy	85,235 +724	+0.9%	+$52.2K	0.01%	879
2023 Q1	$6.28M	Sell	84,511 -903	-1%	-$76.6K	0.01%	889
2022 Q4	$7.17M	Buy	85,414 +15,310	+22%	+$1.31M	0.01%	908
2022 Q3	$5.06M	Sell	70,104 -2,146	-3%	-$154K	0.01%	988
2022 Q2	$4.83M	Sell	72,250 -1,441	-2%	-$101K	0.01%	1046
2022 Q1	$5.41K	Hold	73,691	–	–	﹤0.01%	1094
2021 Q4	$5.33M	Buy	73,691 +1,815	+3%	+$127K	﹤0.01%	1100
2021 Q3	$4.63M	Buy	71,876 +11,978	+20%	+$769K	﹤0.01%	1129
2021 Q2	$3.79M	Buy	59,898 +3,989	+7%	+$255K	﹤0.01%	1218
2021 Q1	$3.35M	Buy	55,909 +24,438	+78%	+$1.36M	﹤0.01%	1021
2020 Q4	$1.56M	Buy	31,471 +13,770	+78%	+$631K	﹤0.01%	1176
2020 Q3	$713K	Buy	17,701 +10,198	+136%	+$435K	﹤0.01%	1323
2020 Q2	$312K	Buy	7,503 +2,303	+44%	+$84K	﹤0.01%	1449
2020 Q1	$163K	Hold	5,200	–	–	﹤0.01%	1507
2019 Q4	$286K	Sell	5,200 -400	-7%	-$21.9K	﹤0.01%	1509
2019 Q3	$320K	Hold	5,600	–	–	﹤0.01%	1469
2019 Q2	$325K	Sell	5,600 -12,500	-69%	-$689K	﹤0.01%	1447
2019 Q1	$907K	Sell	18,100 -11,400	-39%	-$565K	﹤0.01%	1220
2018 Q4	$1.3M	Buy	29,500 +180	+0.6%	+$8.86K	﹤0.01%	1078
2018 Q3	$1.72M	Sell	29,320 -160	-0.5%	-$8.92K	﹤0.01%	1048
2018 Q2	$1.56M	Buy	29,480 +3,360	+13%	+$195K	﹤0.01%	1067
2018 Q1	$1.59M	Sell	26,120 -4,680	-15%	-$308K	﹤0.01%	1061
2017 Q4	$2.86M	Buy	30,800 +22,800	+285%	+$1.57M	0.01%	932
2017 Q3	$515K	Buy	8,000 +700	+10%	+$45K	﹤0.01%	1438
2017 Q2	$468K	Sell	7,300 -8,200	-53%	-$520K	﹤0.01%	1306
2017 Q1	$978K	Buy	15,500 +5,900	+61%	+$360K	﹤0.01%	1189
2016 Q4	$555K	Buy	9,600 +200	+2%	+$11.2K	﹤0.01%	1294
2016 Q3	$484K	Sell	9,400 -9,400	-50%	-$440K	﹤0.01%	1305
2016 Q2	$772K	Buy	18,800 +9,400	+100%	+$397K	﹤0.01%	1325
2016 Q1	$371K	Hold	9,400	–	–	﹤0.01%	1278
2015 Q4	$423K	Hold	9,400	–	–	﹤0.01%	1205
2015 Q3	$445K	Hold	9,400	–	–	﹤0.01%	1269
2015 Q2	$482K	Hold	9,400	–	–	﹤0.01%	1301
2015 Q1	$483K	Hold	9,400	–	–	﹤0.01%	1272
2014 Q4	$488K	Hold	9,400	–	–	﹤0.01%	1274
2014 Q3	$493K	Hold	9,400	–	–	﹤0.01%	1259
2014 Q2	$475K	Sell	9,400 -900	-9%	-$42.4K	﹤0.01%	1320
2014 Q1	$474K	Hold	10,300	–	–	﹤0.01%	1292
2013 Q4	$508K	Buy	10,300 +4,200	+69%	+$199K	﹤0.01%	1259
2013 Q3	$261K	Buy	6,100 +3,000	+97%	+$125K	﹤0.01%	1380
2013 Q2	$116K	Buy	+3,100	New	+$113K	﹤0.01%	1439

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

Macquarie Group's PFG Position: Q2 2026 in Review

Macquarie Group increased its Principal Financial Group (PFG) stake by 1.7% in Q2 2026, buying an estimated $133K and bringing the position to 77,452 shares worth $8.35M. The position accounts for 0.04% of the portfolio, ranked #312.

Macquarie Group first reported a position in PFG in Q2 2013 and has held it in 53 quarters since. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Macquarie Group held 77,452 shares of Principal Financial Group worth $8.35M as of Q2 2026.
Macquarie Group bought 1,310 Principal Financial Group shares in Q2 2026, an estimated $133K.
Principal Financial Group made up 0.04% of Macquarie Group's portfolio in Q2 2026, its #312 holding.
Macquarie Group first reported a position in Principal Financial Group in Q2 2013 and has held it in 53 quarters since.
950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Macquarie Group's 13F filing for Q2 2026, filed 14 Aug 2026.