National Bank of Canada
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National Bank of Canada’s Principal Financial Group PFG Stock Holding History

National Bank of Canada’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 		$2.76M Sell
30,574
-39,111
-56% -$3.58M ﹤0.01% 1005
2025
Q4 		$6.15M Sell
69,685
-77,122
-53% -$6.51M 0.01% 837
2025
Q3 		$12.2M Sell
146,807
-18,414
-11% -$1.47M 0.01% 639
2025
Q2 		$13.1M Sell
165,221
-13,874
-8% -$1.06M 0.01% 696
2025
Q1 		$15.1M Buy
179,095
+60,024
+50% +$4.99M 0.02% 596
2024
Q4 		$9.22M Sell
119,071
-9,684
-8% -$816K 0.01% 797
2024
Q3 		$11.1M Buy
128,755
+49,070
+62% +$3.96M 0.01% 643
2024
Q2 		$6.21M Sell
79,685
-39,324
-33% -$3.19M 0.01% 670
2024
Q1 		$9.99M Buy
119,009
+46,517
+64% +$3.73M 0.02% 616
2023
Q4 		$5.73M Buy
72,492
+4,035
+6% +$292K 0.01% 721
2023
Q3 		$4.8M Buy
68,457
+10,054
+17% +$780K 0.01% 809
2023
Q2 		$4.45M Buy
58,403
+22,494
+63% +$1.62M 0.01% 750
2023
Q1 		$2.67M Buy
35,909
+8,791
+32% +$746K 0.01% 770
2022
Q4 		$2.27M Buy
27,118
+5,906
+28% +$507K 0.01% 846
2022
Q3 		$1.52M Sell
21,212
-772
-4% -$55.5K 0.01% 853
2022
Q2 		$1.47M Sell
21,984
-59
-0.3% -$4.15K 0.01% 886
2022
Q1 		$1.62M Sell
22,043
-190
-0.9% -$13.8K ﹤0.01% 942
2021
Q4 		$1.61M Buy
+22,233
New +$1.55M 0.01% 886

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

National Bank of Canada's PFG Position: Q1 2026 in Review

National Bank of Canada reduced its Principal Financial Group (PFG) stake by 56% in Q1 2026, selling an estimated $3.58M and leaving 30,574 shares worth $2.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

National Bank of Canada first reported a position in PFG in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.1M in Q1 2025. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • National Bank of Canada held 30,574 shares of Principal Financial Group worth $2.76M as of Q1 2026.
  • National Bank of Canada sold 39,111 Principal Financial Group shares in Q1 2026, an estimated $3.58M.
  • Principal Financial Group made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1005 holding.
  • National Bank of Canada first reported a position in Principal Financial Group in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's Principal Financial Group position peaked at $15.1M in Q1 2025.
  • 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.