Millennium Management
PFG icon

Millennium Management’s Principal Financial Group PFG Stock Holding History

Millennium Management’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
2025
Q2 		– Sell
-3,800
Closed -$321K – 6217
2025
Q1 		$321K Sell
3,800
-6,800
-64% -$566K ﹤0.01% 5067
2024
Q4 		$821K Buy
+10,600
New +$893K ﹤0.01% 4363
2024
Q3 		– Sell
-35,000
Closed -$2.75M – 6378
2024
Q2 		$2.75M Buy
35,000
+10,200
+41% +$828K ﹤0.01% 3248
2024
Q1 		$2.14M Buy
+24,800
New +$1.99M ﹤0.01% 3672
2015
Q1 		– Sell
-6,300
Closed -$327K – 3966
2014
Q4 		$327K Buy
+6,300
New +$327K ﹤0.01% 3298

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

Millennium Management's PFG Position: Q1 2026 in Review

Millennium Management sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 128,297 shares — an estimated $11.3M sold.

Millennium Management first reported a position in PFG in Q3 2013 and held it in 43 quarters. The position peaked at $66.6M in Q1 2024. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Millennium Management reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • Millennium Management sold 128,297 Principal Financial Group shares in Q1 2026, an estimated $11.3M.
  • Millennium Management first reported a position in Principal Financial Group in Q3 2013 and held it in 43 quarters.
  • Millennium Management's Principal Financial Group position peaked at $66.6M in Q1 2024.
  • 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.