MOACM
PFG icon

Mutual of America Capital Management’s Principal Financial Group PFG Stock Holding History

Mutual of America Capital 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 		$1.9M Sell
21,043
-425
-2% -$38.8K 0.02% 785
2025
Q4 		$1.89M Sell
21,468
-506
-2% -$42.7K 0.02% 830
2025
Q3 		$1.82M Sell
21,974
-1,681
-7% -$134K 0.02% 847
2025
Q2 		$1.88M Sell
23,655
-817
-3% -$62.7K 0.02% 834
2025
Q1 		$2.06M Sell
24,472
-737
-3% -$61.3K 0.02% 821
2024
Q4 		$1.95M Sell
25,209
-1,029
-4% -$86.7K 0.02% 861
2024
Q3 		$2.25M Sell
26,238
-955
-4% -$77.1K 0.02% 851
2024
Q2 		$2.13M Sell
27,193
-1,565
-5% -$127K 0.02% 848
2024
Q1 		$2.48M Sell
28,758
-613
-2% -$49.2K 0.03% 817
2023
Q4 		$2.31M Sell
29,371
-1,764
-6% -$128K 0.03% 845
2023
Q3 		$2.24M Sell
31,135
-1,353
-4% -$105K 0.03% 818
2023
Q2 		$2.46M Sell
32,488
-84
-0.3% -$6.05K 0.03% 823
2023
Q1 		$2.42M Buy
32,572
+54
+0.2% +$4.58K 0.03% 832
2022
Q4 		$2.73M Buy
32,518
+419
+1% +$35.9K 0.03% 755
2022
Q3 		$2.32M Buy
32,099
+45
+0.1% +$3.23K 0.03% 778
2022
Q2 		$2.14M Sell
32,054
-369
-1% -$26K 0.03% 848
2022
Q1 		$2.38M Sell
32,423
-132
-0.4% -$9.56K 0.03% 891
2021
Q4 		$2.35M Sell
32,555
-201
-0.6% -$14K 0.02% 920
2021
Q3 		$2.11M Sell
32,756
-274
-0.8% -$17.6K 0.02% 936
2021
Q2 		$2.09M Buy
33,030
+183
+0.6% +$11.7K 0.02% 963
2021
Q1 		$1.97M Buy
32,847
+457
+1% +$25.5K 0.02% 972
2020
Q4 		$1.61M Sell
32,390
-833
-3% -$38.2K 0.02% 988
2020
Q3 		$1.34M Sell
33,223
-2,059
-6% -$87.8K 0.02% 974
2020
Q2 		$1.47M Buy
35,282
+97
+0.3% +$3.54K 0.02% 950
2020
Q1 		$1.1M Buy
35,185
+25
+0.1% +$1.18K 0.02% 951
2019
Q4 		$1.93M Sell
35,160
-6,085
-15% -$333K 0.02% 923
2019
Q3 		$2.36M Buy
41,245
+99
+0.2% +$5.57K 0.03% 784
2019
Q2 		$2.38M Buy
41,146
+26
+0.1% +$1.43K 0.03% 802
2019
Q1 		$2.06M Sell
41,120
-546
-1% -$27.1K 0.03% 849
2018
Q4 		$1.84M Buy
41,666
+99
+0.2% +$4.87K 0.03% 835
2018
Q3 		$2.44M Sell
41,567
-72
-0.2% -$4.01K 0.03% 810
2018
Q2 		$2.21M Buy
41,639
+63
+0.2% +$3.66K 0.03% 846
2018
Q1 		$2.53M Sell
41,576
-20,263
-33% -$1.33M 0.04% 748
2017
Q4 		$4.36M Sell
61,839
-943
-2% -$65K 0.07% 467
2017
Q3 		$4.04M Buy
62,782
+6,580
+12% +$423K 0.07% 474
2017
Q2 		$3.6M Sell
56,202
-15,029
-21% -$953K 0.06% 520
2017
Q1 		$4.5M Buy
71,231
+37,770
+113% +$2.3M 0.08% 382
2016
Q4 		$1.94M Buy
33,461
+2,203
+7% +$123K 0.04% 788
2016
Q3 		$1.61M Buy
31,258
+17
+0.1% +$795 0.03% 842
2016
Q2 		$1.28M Buy
31,241
+1,509
+5% +$63.7K 0.03% 918
2016
Q1 		$1.17M Sell
29,732
-629
-2% -$24.2K 0.03% 943
2015
Q4 		$1.37M Sell
30,361
-233
-0.8% -$11.4K 0.03% 844
2015
Q3 		$1.45M Buy
30,594
+648
+2% +$33.6K 0.03% 814
2015
Q2 		$1.54M Buy
29,946
+194
+0.7% +$10.1K 0.03% 830
2015
Q1 		$1.53M Buy
29,752
+203
+0.7% +$10.2K 0.03% 838
2014
Q4 		$1.53M Buy
29,549
+347
+1% +$18K 0.03% 825
2014
Q3 		$1.53M Buy
29,202
+348
+1% +$18.2K 0.04% 807
2014
Q2 		$1.46M Sell
28,854
-485
-2% -$22.8K 0.03% 851
2014
Q1 		$1.35M Sell
29,339
-291
-1% -$13.3K 0.03% 869
2013
Q4 		$1.46M Buy
29,630
+799
+3% +$37.9K 0.04% 828
2013
Q3 		$1.24M Sell
28,831
-102
-0.4% -$4.25K 0.03% 850
2013
Q2 		$1.08M Buy
+28,933
New +$1.06M 0.03% 861

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $1.37T 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

Mutual of America Capital Management's PFG Position: Q1 2026 in Review

Mutual of America Capital Management reduced its Principal Financial Group (PFG) stake by 2% in Q1 2026, selling an estimated $38.8K and leaving 21,043 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #785.

Mutual of America Capital Management first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.5M in Q1 2017. 911 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Mutual of America Capital Management held 21,043 shares of Principal Financial Group worth $1.9M as of Q1 2026.
  • Mutual of America Capital Management sold 425 Principal Financial Group shares in Q1 2026, an estimated $38.8K.
  • Principal Financial Group made up 0.02% of Mutual of America Capital Management's portfolio in Q1 2026, its #785 holding.
  • Mutual of America Capital Management first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
  • Mutual of America Capital Management's Principal Financial Group position peaked at $4.5M in Q1 2017.
  • 911 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Mutual of America Capital Management's 13F filing for Q1 2026, filed 7 May 2026.