MGP
PFG icon

Metis Global Partners’s Principal Financial Group PFG Stock Holding History

Metis Global Partners’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 		$527K Sell
4,886
-5,271
-52% -$535K 0.01% 546
2026
Q1 		$915K Sell
10,157
-1,228
-11% -$112K 0.02% 458
2025
Q4 		$1M Buy
11,385
+4,222
+59% +$356K 0.02% 457
2025
Q3 		$594K Sell
7,163
-539
-7% -$43.1K 0.01% 569
2025
Q2 		$612K Sell
7,702
-1,088
-12% -$83.5K 0.02% 553
2025
Q1 		$742K Buy
8,790
+1,424
+19% +$118K 0.02% 520
2024
Q4 		$570K Sell
7,366
-3,864
-34% -$326K 0.02% 550
2024
Q3 		$965K Buy
11,230
+533
+5% +$43K 0.03% 445
2024
Q2 		$839K Sell
10,697
-35
-0.3% -$2.84K 0.03% 444
2024
Q1 		$926K Buy
10,732
+3,275
+44% +$263K 0.03% 436
2023
Q4 		$587K Sell
7,457
-977
-12% -$70.8K 0.02% 507
2023
Q3 		$608K Buy
8,434
+1,324
+19% +$103K 0.03% 489
2023
Q2 		$539K Sell
7,110
-164
-2% -$11.8K 0.03% 505
2023
Q1 		$541K Buy
7,274
+2,394
+49% +$203K 0.03% 472
2022
Q4 		$410K Buy
4,880
+1,320
+37% +$113K 0.04% 462
2022
Q3 		$257K Sell
3,560
-125
-3% -$8.98K 0.04% 456
2022
Q2 		$246K Sell
3,685
-329
-8% -$23.1K 0.04% 464
2022
Q1 		$295K Buy
+4,014
New +$291K 0.04% 426

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

Metis Global Partners's PFG Position: Q2 2026 in Review

Metis Global Partners reduced its Principal Financial Group (PFG) stake by 52% in Q2 2026, selling an estimated $535K and leaving 4,886 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #546.

Metis Global Partners first reported a position in PFG in Q1 2022 and has held it in 18 quarters since. The position peaked at $1M in Q4 2025. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Metis Global Partners held 4,886 shares of Principal Financial Group worth $527K as of Q2 2026.
  • Metis Global Partners sold 5,271 Principal Financial Group shares in Q2 2026, an estimated $535K.
  • Principal Financial Group made up 0.01% of Metis Global Partners's portfolio in Q2 2026, its #546 holding.
  • Metis Global Partners first reported a position in Principal Financial Group in Q1 2022 and has held it in 18 quarters since.
  • Metis Global Partners's Principal Financial Group position peaked at $1M in Q4 2025.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Metis Global Partners's 13F filing for Q2 2026, filed 10 Aug 2026.