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Miramar Capital’s Principal Financial Group PFG Stock Holding History

Miramar Capital’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 		$213K Buy
+1,975
New +$201K 0.05% 56
2023
Q1 		– Sell
-4,475
Closed -$376K – 86
2022
Q4 		$376K Sell
4,475
-2,500
-36% -$214K 0.1% 63
2022
Q3 		$624K Sell
6,975
-4,600
-40% -$330K 0.17% 53
2022
Q2 		$773K Hold
11,575
– – 0.22% 51
2022
Q1 		$850K Buy
+11,575
New +$838K 0.23% 53

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

Miramar Capital's PFG Position: Q2 2026 in Review

Miramar Capital opened a new position in Principal Financial Group (PFG) in Q2 2026: 1,975 shares worth $213K. The stake represents 0.05% of the portfolio and ranks #56 among its holdings. This is a return to the name: Miramar Capital previously reported a position in PFG as recently as Q4 2022.

Miramar Capital first reported a position in PFG in Q1 2022 and has held it in 5 quarters since. The position peaked at $850K in Q1 2022. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Miramar Capital held 1,975 shares of Principal Financial Group worth $213K as of Q2 2026.
  • Principal Financial Group was a new Miramar Capital position in Q2 2026.
  • Principal Financial Group made up 0.05% of Miramar Capital's portfolio in Q2 2026, its #56 holding.
  • Miramar Capital first reported a position in Principal Financial Group in Q1 2022 and has held it in 5 quarters since.
  • Miramar Capital's Principal Financial Group position peaked at $850K in Q1 2022.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Miramar Capital's 13F filing for Q2 2026, filed 27 Jul 2026.