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MASTERINVEST Kapitalanlage’s Principal Financial Group PFG Stock Holding History

MASTERINVEST Kapitalanlage’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
Q1 		$238K Hold
2,646
– – 0.02% 267
2025
Q4 		$235K Hold
2,646
– – 0.02% 257
2025
Q3 		$219K Buy
+2,646
New +$212K 0.02% 265

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MASTERINVEST Kapitalanlage's PFG Position: Q1 2026 in Review

MASTERINVEST Kapitalanlage held its Principal Financial Group (PFG) position steady in Q1 2026 at 2,646 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #267.

MASTERINVEST Kapitalanlage first reported a position in PFG in Q3 2025 and has held it in 3 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • MASTERINVEST Kapitalanlage held 2,646 shares of Principal Financial Group worth $238K as of Q1 2026.
  • MASTERINVEST Kapitalanlage left its Principal Financial Group share count unchanged in Q1 2026.
  • Principal Financial Group made up 0.02% of MASTERINVEST Kapitalanlage's portfolio in Q1 2026, its #267 holding.
  • MASTERINVEST Kapitalanlage first reported a position in Principal Financial Group in Q3 2025 and has held it in 3 quarters since.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on MASTERINVEST Kapitalanlage's 13F filing for Q1 2026, filed 5 May 2026.