Marshall Wace
PFG icon

Marshall Wace’s Principal Financial Group PFG Stock Holding History

Marshall Wace’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 		$4.1M Sell
38,070
-64,088
-63% -$6.51M ﹤0.01% 1474
2026
Q1 		$9.21M Sell
102,158
-630,448
-86% -$57.6M 0.01% 1022
2025
Q4 		$64.6M Buy
732,606
+305,592
+72% +$25.8M 0.06% 285
2025
Q3 		$35.4M Buy
427,014
+15,829
+4% +$1.27M 0.04% 435
2025
Q2 		$32.7M Buy
411,185
+163,083
+66% +$12.5M 0.04% 413
2025
Q1 		$20.9M Buy
248,102
+239,964
+2,949% +$20M 0.03% 505
2024
Q4 		$630K Buy
+8,138
New +$686K ﹤0.01% 1944
2024
Q3 		– Sell
-38,337
Closed -$3.01M – 2853
2024
Q2 		$3.01M Sell
38,337
-471,471
-92% -$38.3M ﹤0.01% 1196
2024
Q1 		$44M Sell
509,808
-215,208
-30% -$17.3M 0.07% 286
2023
Q4 		$57M Buy
725,016
+375,275
+107% +$27.2M 0.1% 214
2023
Q3 		$25.2M Sell
349,741
-177,477
-34% -$13.8M 0.05% 366
2023
Q2 		$40M Buy
527,218
+337,855
+178% +$24.4M 0.08% 272
2023
Q1 		$14.1M Buy
189,363
+75,769
+67% +$6.43M 0.03% 590
2022
Q4 		$9.53M Buy
+113,594
New +$9.74M 0.02% 832
2021
Q2 		– Sell
-7,521
Closed -$451K – 2978
2021
Q1 		$451K Sell
7,521
-27,724
-79% -$1.55M ﹤0.01% 1982
2020
Q4 		$1.75M Sell
35,245
-41,286
-54% -$1.89M 0.01% 1001
2020
Q3 		$3.08M Sell
76,531
-77,440
-50% -$3.3M 0.02% 685
2020
Q2 		$6.4M Buy
153,971
+106,084
+222% +$3.87M 0.04% 405
2020
Q1 		$1.5M Buy
47,887
+47,834
+90,253% +$2.26M 0.02% 711
2019
Q4 		$3K Sell
53
-322
-86% -$17.6K ﹤0.01% 1624
2019
Q3 		$21K Buy
+375
New +$21.1K ﹤0.01% 1597
2018
Q3 		– Sell
-147,229
Closed -$7.8M – 1250
2018
Q2 		$7.8M Buy
+147,229
New +$8.55M 0.12% 212
2016
Q2 		– Sell
-135,795
Closed -$5.36M – 1121
2016
Q1 		$5.36M Buy
+135,795
New +$5.22M 0.05% 330

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

Marshall Wace's PFG Position: Q2 2026 in Review

Marshall Wace reduced its Principal Financial Group (PFG) stake by 63% in Q2 2026, selling an estimated $6.51M and leaving 38,070 shares worth $4.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Marshall Wace first reported a position in PFG in Q1 2016 and has held it in 23 quarters since. The position peaked at $64.6M in Q4 2025. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Marshall Wace held 38,070 shares of Principal Financial Group worth $4.1M as of Q2 2026.
  • Marshall Wace sold 64,088 Principal Financial Group shares in Q2 2026, an estimated $6.51M.
  • Principal Financial Group made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1474 holding.
  • Marshall Wace first reported a position in Principal Financial Group in Q1 2016 and has held it in 23 quarters since.
  • Marshall Wace's Principal Financial Group position peaked at $64.6M in Q4 2025.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.