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

MUFG Securities EMEA’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 		$835K Sell
7,747
-43,364
-85% -$4.4M 0.01% 445
2026
Q1 		$4.61M Sell
51,111
-85
-0.2% -$7.77K 0.07% 181
2025
Q4 		$4.52M Buy
51,196
+47,316
+1,219% +$3.99M 0.05% 209
2025
Q3 		$322K Buy
3,880
+3,260
+526% +$261K 0.01% 442
2025
Q2 		$49.2K Buy
+620
New +$47.6K ﹤0.01% 446
2021
Q3 		– Sell
-87,000
Closed -$5.5M – 338
2021
Q2 		$5.5M Sell
87,000
-413,000
-83% -$26.4M 0.05% 163
2021
Q1 		$30M Buy
500,000
+410,000
+456% +$22.9M 0.24% 87
2020
Q4 		$4.46M Buy
+90,000
New +$4.12M 0.03% 231
2020
Q2 		– Sell
-135,700
Closed -$4.25M – 484
2020
Q1 		$4.25M Buy
135,700
+2,700
+2% +$128K 0.04% 214
2019
Q4 		$7.32M Buy
+133,000
New +$7.28M 0.06% 233
2019
Q2 		– Sell
-87,600
Closed -$4.4M – 498
2019
Q1 		$4.4M Buy
+87,600
New +$4.34M 0.05% 214
2018
Q4 		– Sell
-7,179
Closed -$421K – 651
2018
Q3 		$421K Buy
7,179
+6,881
+2,309% +$384K 0.01% 507
2018
Q2 		$16K Sell
298
-333,702
-100% -$19.4M ﹤0.01% 464
2018
Q1 		$20.3M Buy
+334,000
New +$22M 0.43% 57

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 EMEA's PFG Position: Q2 2026 in Review

MUFG Securities EMEA reduced its Principal Financial Group (PFG) stake by 85% in Q2 2026, selling an estimated $4.4M and leaving 7,747 shares worth $835K. The position accounts for 0.01% of the portfolio, ranked #445.

MUFG Securities EMEA first reported a position in PFG in Q1 2018 and has held it in 14 quarters since. The position peaked at $30M in Q1 2021. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • MUFG Securities EMEA held 7,747 shares of Principal Financial Group worth $835K as of Q2 2026.
  • MUFG Securities EMEA sold 43,364 Principal Financial Group shares in Q2 2026, an estimated $4.4M.
  • Principal Financial Group made up 0.01% of MUFG Securities EMEA's portfolio in Q2 2026, its #445 holding.
  • MUFG Securities EMEA first reported a position in Principal Financial Group in Q1 2018 and has held it in 14 quarters since.
  • MUFG Securities EMEA's Principal Financial Group position peaked at $30M in Q1 2021.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on MUFG Securities EMEA's 13F filing for Q2 2026, filed 12 Aug 2026.