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Munich Reinsurance’s Principal Financial Group PFG Stock Holding History

Munich Reinsurance’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 		$3.13M Sell
29,047
-33,800
-54% -$3.43M 0.07% 110
2026
Q1 		$5.66M Sell
62,847
-13,357
-18% -$1.22M 0.14% 89
2025
Q4 		$6.77M Buy
76,204
+74,464
+4,280% +$6.28M 0.16% 83
2025
Q3 		$144K Buy
+1,740
New +$139K ﹤0.01% 177

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

Munich Reinsurance's PFG Position: Q2 2026 in Review

Munich Reinsurance reduced its Principal Financial Group (PFG) stake by 54% in Q2 2026, selling an estimated $3.43M and leaving 29,047 shares worth $3.13M. The position accounts for 0.07% of the portfolio, ranked #110.

Munich Reinsurance first reported a position in PFG in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.77M in Q4 2025. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Munich Reinsurance held 29,047 shares of Principal Financial Group worth $3.13M as of Q2 2026.
  • Munich Reinsurance sold 33,800 Principal Financial Group shares in Q2 2026, an estimated $3.43M.
  • Principal Financial Group made up 0.07% of Munich Reinsurance's portfolio in Q2 2026, its #110 holding.
  • Munich Reinsurance first reported a position in Principal Financial Group in Q3 2025 and has held it in 4 quarters since.
  • Munich Reinsurance's Principal Financial Group position peaked at $6.77M in Q4 2025.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Munich Reinsurance's 13F filing for Q2 2026, filed 24 Jul 2026.