Mount Lucas Management
PFG icon

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
Q3 		$1.08M Sell
9,661
-492
-5% -$55.7K 0.33% 75
2026
Q2 		$1.09M Buy
10,153
+317
+3% +$32.2K 0.39% 78
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 		$9.6M 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 $6.79T AUM 37.06% 1-Year Est. Return
Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Mount Lucas Management's PFG Position: Q3 2026 in Review

Mount Lucas Management reduced its Principal Financial Group (PFG) stake by 4.8% in Q3 2026, selling an estimated $55.7K and leaving 9,661 shares worth $1.08M. The position accounts for 0.33% of the portfolio, ranked #75.

Mount Lucas Management first reported a position in PFG in Q3 2016 and has held it in 21 quarters since. The position peaked at $21.7M in Q2 2017. 845 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Mount Lucas Management held 9,661 shares of Principal Financial Group worth $1.08M as of Q3 2026.
  • Mount Lucas Management sold 492 Principal Financial Group shares in Q3 2026, an estimated $55.7K.
  • Principal Financial Group made up 0.33% of Mount Lucas Management's portfolio in Q3 2026, its #75 holding.
  • Mount Lucas Management first reported a position in Principal Financial Group in Q3 2016 and has held it in 21 quarters since.
  • Mount Lucas Management's Principal Financial Group position peaked at $21.7M in Q2 2017.
  • 845 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Mount Lucas Management's 13F filing for Q3 2026, filed 9 Nov 2026.