Mercer Global Advisors
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Mercer Global Advisors’s Principal Financial Group PFG Stock Holding History

Mercer Global Advisors’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 		$3.55M Buy
39,393
+9,421
+31% +$861K 0.01% 919
2025
Q4 		$2.64M Buy
29,972
+13,283
+80% +$1.12M ﹤0.01% 976
2025
Q3 		$1.38M Buy
16,689
+288
+2% +$23K ﹤0.01% 1209
2025
Q2 		$1.3M Sell
16,401
-780
-5% -$59.9K ﹤0.01% 1086
2025
Q1 		$1.45M Sell
17,181
-2,613
-13% -$217K ﹤0.01% 954
2024
Q4 		$1.53M Sell
19,794
-3,637
-16% -$306K ﹤0.01% 913
2024
Q3 		$2M Buy
23,431
+3,216
+16% +$260K ﹤0.01% 776
2024
Q2 		$2.04M Sell
20,215
-2,025
-9% -$164K 0.01% 717
2024
Q1 		$1.92M Sell
22,240
-29,232
-57% -$2.35M 0.01% 740
2023
Q4 		$4.05M Sell
51,472
-186,459
-78% -$13.5M 0.01% 532
2023
Q3 		$17.1M Buy
237,931
+29,181
+14% +$2.26M 0.07% 188
2023
Q2 		$15.8M Buy
208,750
+4,989
+2% +$360K 0.06% 201
2023
Q1 		$15.1M Buy
203,761
+75,780
+59% +$6.43M 0.07% 202
2022
Q4 		$10.7M Buy
127,981
+19,660
+18% +$1.69M 0.05% 259
2022
Q3 		$7.82M Buy
108,321
+102,143
+1,653% +$7.34M 0.05% 276
2022
Q2 		$413K Buy
6,178
+873
+16% +$61.4K ﹤0.01% 1236
2022
Q1 		$389K Sell
5,305
-35
-0.7% -$2.53K ﹤0.01% 1373
2021
Q4 		$386K Buy
5,340
+427
+9% +$29.8K ﹤0.01% 1344
2021
Q3 		$317K Buy
4,913
+334
+7% +$21.4K ﹤0.01% 1405
2021
Q2 		$289K Buy
4,579
+4,474
+4,261% +$286K ﹤0.01% 1405
2021
Q1 		$6K Buy
+105
New +$5.85K ﹤0.01% 1619
2020
Q2 		– Sell
-13,561
Closed -$425K – 1137
2020
Q1 		$425K Buy
13,561
+3,281
+32% +$155K 0.01% 699
2019
Q4 		$565K Sell
10,280
-1,586
-13% -$86.8K 0.01% 690
2019
Q3 		$678K Sell
11,866
-1,418
-11% -$79.8K 0.02% 593
2019
Q2 		$769K Buy
13,284
+3,132
+31% +$173K 0.02% 535
2019
Q1 		$510K Buy
+10,152
New +$503K 0.02% 621

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

Mercer Global Advisors's PFG Position: Q1 2026 in Review

Mercer Global Advisors increased its Principal Financial Group (PFG) stake by 31% in Q1 2026, buying an estimated $861K and bringing the position to 39,393 shares worth $3.55M. The position accounts for 0.01% of the portfolio, ranked #919.

Mercer Global Advisors first reported a position in PFG in Q1 2019 and has held it in 26 quarters since. The position peaked at $17.1M in Q3 2023. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Mercer Global Advisors held 39,393 shares of Principal Financial Group worth $3.55M as of Q1 2026.
  • Mercer Global Advisors bought 9,421 Principal Financial Group shares in Q1 2026, an estimated $861K.
  • Principal Financial Group made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #919 holding.
  • Mercer Global Advisors first reported a position in Principal Financial Group in Q1 2019 and has held it in 26 quarters since.
  • Mercer Global Advisors's Principal Financial Group position peaked at $17.1M in Q3 2023.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.