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	-22,000	Closed	-$1.86M	–	6218
2025 Q1	$1.86M	Buy	+22,000	New	+$1.83M	﹤0.01%	3851
2024 Q3	–	Sell	-35,000	Closed	-$2.75M	–	6379
2024 Q2	$2.75M	Buy	35,000 +10,300	+42%	+$836K	﹤0.01%	3249
2024 Q1	$2.13M	Buy	+24,700	New	+$1.98M	﹤0.01%	3677
2023 Q4	–	Sell	-15,200	Closed	-$1.1M	–	6425
2023 Q3	$1.1M	Buy	+15,200	New	+$1.18M	﹤0.01%	4120
2015 Q1	–	Sell	-5,300	Closed	-$275K	–	3967
2014 Q4	$275K	Buy	+5,300	New	+$275K	﹤0.01%	3408

Other funds holding PFG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.