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Maryland State Retirement & Pension System’s Principal Financial Group PFG Stock Holding History

Maryland State Retirement & Pension System’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 		$1.22M Buy
11,348
+505
+5% +$51.3K 0.02% 489
2026
Q1 		$977K Hold
10,843
– – 0.02% 498
2025
Q4 		$956K Sell
10,843
-700
-6% -$59.1K 0.02% 518
2025
Q3 		$957K Buy
11,543
+936
+9% +$74.8K 0.02% 502
2025
Q2 		$843K Hold
10,607
– – 0.02% 659
2025
Q1 		$895K Sell
10,607
-1,508
-12% -$125K 0.02% 596
2024
Q4 		$938K Sell
12,115
-1,213
-9% -$102K 0.02% 666
2024
Q3 		$1.14M Sell
13,328
-5,128
-28% -$414K 0.02% 575
2024
Q2 		$1.45M Hold
18,456
– – 0.03% 493
2024
Q1 		$1.45M Hold
18,456
– – 0.03% 481
2023
Q4 		$1.45M Hold
18,456
– – 0.03% 474
2023
Q3 		$1.33M Hold
18,456
– – 0.03% 463
2023
Q2 		$1.4M Sell
18,456
-793
-4% -$57.2K 0.03% 475
2023
Q1 		$1.43M Hold
19,249
– – 0.03% 439
2022
Q4 		$1.62M Buy
+19,249
New +$1.65M 0.05% 357
2022
Q3 		– Sell
-19,249
Closed -$1.29M – 1028
2022
Q2 		$1.29M Sell
19,249
-706
-4% -$49.7K 0.04% 401
2022
Q1 		$1.47M Sell
19,955
-821
-4% -$59.4K 0.04% 419
2021
Q4 		$1.5M Hold
20,776
– – 0.04% 443
2021
Q3 		$1.36M Hold
20,776
– – 0.04% 471
2021
Q2 		$1.28M Hold
20,776
– – 0.04% 420
2021
Q1 		$1.25M Buy
20,776
+16,376
+372% +$913K 0.04% 414
2020
Q4 		$217K Buy
+4,400
New +$202K 0.04% 451

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 $3.38T AUM 44.17% 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

Maryland State Retirement & Pension System's PFG Position: Q2 2026 in Review

Maryland State Retirement & Pension System increased its Principal Financial Group (PFG) stake by 4.7% in Q2 2026, buying an estimated $51.3K and bringing the position to 11,348 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #489.

Maryland State Retirement & Pension System first reported a position in PFG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.62M in Q4 2022. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Maryland State Retirement & Pension System held 11,348 shares of Principal Financial Group worth $1.22M as of Q2 2026.
  • Maryland State Retirement & Pension System bought 505 Principal Financial Group shares in Q2 2026, an estimated $51.3K.
  • Principal Financial Group made up 0.02% of Maryland State Retirement & Pension System's portfolio in Q2 2026, its #489 holding.
  • Maryland State Retirement & Pension System first reported a position in Principal Financial Group in Q4 2020 and has held it in 22 quarters since.
  • Maryland State Retirement & Pension System's Principal Financial Group position peaked at $1.62M in Q4 2022.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Maryland State Retirement & Pension System's 13F filing for Q2 2026, filed 30 Jul 2026.