Massachusetts Financial Services
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Massachusetts Financial Services’s Principal Financial Group PFG Stock Holding History

Massachusetts Financial Services’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 		$43.6M Sell
404,317
-15,718
-4% -$1.6M 0.01% 528
2026
Q1 		$37.8M Sell
420,035
-100,428
-19% -$9.18M 0.01% 519
2025
Q4 		$45.9M Sell
520,463
-40,851
-7% -$3.45M 0.01% 492
2025
Q3 		$46.5M Sell
561,314
-47,640
-8% -$3.81M 0.01% 478
2025
Q2 		$48.4M Buy
608,954
+16,984
+3% +$1.3M 0.02% 477
2025
Q1 		$49.9M Buy
591,970
+134,828
+29% +$11.2M 0.02% 457
2024
Q4 		$35.4M Sell
457,142
-8,991
-2% -$758K 0.01% 518
2024
Q3 		$40M Buy
466,133
+215,045
+86% +$17.4M 0.01% 499
2024
Q2 		$19.7M Buy
+251,088
New +$20.4M 0.01% 581
2021
Q1 		– Sell
-36,038
Closed -$1.79M – 954
2020
Q4 		$1.79M Hold
36,038
– – ﹤0.01% 747
2020
Q3 		$1.45M Buy
36,038
+25,639
+247% +$1.09M ﹤0.01% 753
2020
Q2 		$432K Buy
+10,399
New +$379K ﹤0.01% 768
2020
Q1 		– Sell
-16,750
Closed -$921K – 829
2019
Q4 		$921K Buy
16,750
+117
+0.7% +$6.4K ﹤0.01% 761
2019
Q3 		$950K Buy
16,633
+64
+0.4% +$3.6K ﹤0.01% 772
2019
Q2 		$960K Sell
16,569
-1,085
-6% -$59.8K ﹤0.01% 794
2019
Q1 		$886K Buy
17,654
+184
+1% +$9.12K ﹤0.01% 787
2018
Q4 		$772K Buy
17,470
+946
+6% +$46.6K ﹤0.01% 792
2018
Q3 		$968K Buy
16,524
+251
+2% +$14K ﹤0.01% 795
2018
Q2 		$862K Sell
16,273
-165
-1% -$9.59K ﹤0.01% 787
2018
Q1 		$1M Buy
16,438
+400
+2% +$26.3K ﹤0.01% 762
2017
Q4 		$1.13M Buy
16,038
+3,120
+24% +$215K ﹤0.01% 746
2017
Q3 		$831K Buy
12,918
+494
+4% +$31.8K ﹤0.01% 769
2017
Q2 		$796K Buy
12,424
+54
+0.4% +$3.43K ﹤0.01% 787
2017
Q1 		$781K Sell
12,370
-13,517
-52% -$824K ﹤0.01% 778
2016
Q4 		$1.5M Sell
25,887
-947
-4% -$53.1K ﹤0.01% 742
2016
Q3 		$1.38M Buy
+26,834
New +$1.25M ﹤0.01% 742

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

Massachusetts Financial Services's PFG Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Principal Financial Group (PFG) stake by 3.7% in Q2 2026, selling an estimated $1.6M and leaving 404,317 shares worth $43.6M. The position accounts for 0.01% of the portfolio, ranked #528.

Massachusetts Financial Services first reported a position in PFG in Q3 2016 and has held it in 26 quarters since. The position peaked at $49.9M in Q1 2025. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Massachusetts Financial Services held 404,317 shares of Principal Financial Group worth $43.6M as of Q2 2026.
  • Massachusetts Financial Services sold 15,718 Principal Financial Group shares in Q2 2026, an estimated $1.6M.
  • Principal Financial Group made up 0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #528 holding.
  • Massachusetts Financial Services first reported a position in Principal Financial Group in Q3 2016 and has held it in 26 quarters since.
  • Massachusetts Financial Services's Principal Financial Group position peaked at $49.9M in Q1 2025.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.