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Mount Lucas Management’s Principal Financial Group PFG Stock Holding History

Mount Lucas 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
2026
Q1 		$886K Buy
+9,836
New +$899K 0.33% 86
2023
Q4 		– Sell
-25,916
Closed -$1.87M – 174
2023
Q3 		$1.87M Sell
25,916
-879
-3% -$68.2K 0.66% 67
2023
Q2 		$2.03M Sell
26,795
-5,243
-16% -$378K 0.68% 68
2023
Q1 		$2.38M Buy
32,038
+1,668
+5% +$142K 0.63% 57
2022
Q4 		$2.55M Sell
30,370
-16,777
-36% -$1.44M 0.84% 48
2022
Q3 		$3.4M Sell
47,147
-570
-1% -$40.9K 1.17% 16
2022
Q2 		$3.19M Sell
47,717
-2,823
-6% -$199K 1.07% 16
2022
Q1 		$3.71M Sell
50,540
-5,920
-10% -$429K 1.08% 24
2021
Q4 		$4.08M Buy
+56,460
New +$3.94M 1.17% 27
2021
Q2 		– Sell
-185,152
Closed -$11.1M – 128
2021
Q1 		$11.1M Buy
185,152
+19,114
+12% +$1.07M 3.27% 6
2020
Q4 		$8.24M Buy
166,038
+2,383
+1% +$109K 1.73% 20
2020
Q3 		$6.59M Sell
163,655
-10,056
-6% -$429K 1.37% 14
2020
Q2 		$7.22M Buy
+173,711
New +$6.34M 1.43% 11
2018
Q1 		– Sell
-141,862
Closed -$10M – 105
2017
Q4 		$10M Sell
141,862
-6,698
-5% -$461K 1.73% 23
2017
Q3 		$9.56M Sell
148,560
-190,306
-56% -$12.2M 1.72% 27
2017
Q2 		$21.7M Buy
338,866
+3,509
+1% +$223K 4.09% 4
2017
Q1 		$21.2M Buy
335,357
+133,530
+66% +$8.14M 4.22% 4
2016
Q4 		$11.7M Sell
201,827
-36,987
-15% -$2.07M 2.22% 11
2016
Q3 		$12.3M Buy
+238,814
New +$11.2M 2.19% 8

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

Mount Lucas Management's PFG Position: Q1 2026 in Review

Mount Lucas Management opened a new position in Principal Financial Group (PFG) in Q1 2026: 9,836 shares worth $886K. The stake represents 0.33% of the portfolio and ranks #86 among its holdings. This is a return to the name: Mount Lucas Management previously reported a position in PFG as recently as Q3 2023.

Mount Lucas Management first reported a position in PFG in Q3 2016 and has held it in 19 quarters since. The position peaked at $21.7M in Q2 2017. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Mount Lucas Management held 9,836 shares of Principal Financial Group worth $886K as of Q1 2026.
  • Principal Financial Group was a new Mount Lucas Management position in Q1 2026.
  • Principal Financial Group made up 0.33% of Mount Lucas Management's portfolio in Q1 2026, its #86 holding.
  • Mount Lucas Management first reported a position in Principal Financial Group in Q3 2016 and has held it in 19 quarters since.
  • Mount Lucas Management's Principal Financial Group position peaked at $21.7M in Q2 2017.
  • 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.