Mizuho Securities USA’s Principal Financial Group PFG Stock Holding History

Mizuho Securities USA’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	$1.66M	Buy	15,389 +3,429	+29%	+$348K	0.03%	478
2026 Q1	$1.08M	Sell	11,960 -2,597	-18%	-$237K	0.03%	528
2025 Q4	$1.23M	Sell	14,557 -208	-1%	-$17.6K	0.02%	543
2025 Q3	$1.19M	Buy	14,765 +504	+4%	+$40.3K	0.02%	546
2025 Q2	$1.13M	Sell	14,261 -2,588	-15%	-$199K	0.02%	521
2025 Q1	$1.42M	Sell	16,849 -3,095	-16%	-$257K	0.03%	467
2024 Q4	$1.54M	Buy	19,944 +6,128	+44%	+$516K	0.03%	471
2024 Q3	$1.19M	Sell	13,816 -2,811	-17%	-$227K	0.03%	469
2024 Q2	$1.3M	Buy	+16,627	New	+$1.35M	0.03%	457

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mizuho Securities USA's PFG Position: Q2 2026 in Review

Mizuho Securities USA increased its Principal Financial Group (PFG) stake by 29% in Q2 2026, buying an estimated $348K and bringing the position to 15,389 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #478.

Mizuho Securities USA first reported a position in PFG in Q2 2024 and has held it in 9 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Mizuho Securities USA held 15,389 shares of Principal Financial Group worth $1.66M as of Q2 2026.
Mizuho Securities USA bought 3,429 Principal Financial Group shares in Q2 2026, an estimated $348K.
Principal Financial Group made up 0.03% of Mizuho Securities USA's portfolio in Q2 2026, its #478 holding.
Mizuho Securities USA first reported a position in Principal Financial Group in Q2 2024 and has held it in 9 quarters since.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Mizuho Securities USA's 13F filing for Q2 2026, filed 24 Jul 2026.