MSA
PFG icon

MUFG Securities Americas’s Principal Financial Group PFG Stock Holding History

MUFG Securities Americas’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 		$638K Buy
5,921
+447
+8% +$45.4K 0.03% 374
2026
Q1 		$493K Buy
5,474
+88
+2% +$8.04K 0.03% 398
2025
Q4 		$475K Sell
5,386
-81
-1% -$6.84K 0.03% 400
2025
Q3 		$453K Buy
5,467
+896
+20% +$71.6K 0.03% 403
2025
Q2 		$363K Buy
4,571
+846
+23% +$64.9K 0.03% 398
2025
Q1 		$314K Buy
3,725
+618
+20% +$51.4K 0.04% 383
2024
Q4 		$241K Buy
+3,107
New +$262K 0.03% 410

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

MUFG Securities Americas's PFG Position: Q2 2026 in Review

MUFG Securities Americas increased its Principal Financial Group (PFG) stake by 8.2% in Q2 2026, buying an estimated $45.4K and bringing the position to 5,921 shares worth $638K. The position accounts for 0.03% of the portfolio, ranked #374.

MUFG Securities Americas first reported a position in PFG in Q4 2024 and has held it in 7 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • MUFG Securities Americas held 5,921 shares of Principal Financial Group worth $638K as of Q2 2026.
  • MUFG Securities Americas bought 447 Principal Financial Group shares in Q2 2026, an estimated $45.4K.
  • Principal Financial Group made up 0.03% of MUFG Securities Americas's portfolio in Q2 2026, its #374 holding.
  • MUFG Securities Americas first reported a position in Principal Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on MUFG Securities Americas's 13F filing for Q2 2026, filed 14 Aug 2026.