Natixis’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.47M | Sell |
27,416
-26,602
| -49% | -$2.43M | 0.01% | 552 |
|
|
2025
Q4 | $4.76M | Buy |
54,018
+45,420
| +528% | +$3.83M | 0.02% | 471 |
|
|
2025
Q3 | $713K | Buy |
8,598
+712
| +9% | +$56.9K | ﹤0.01% | 730 |
|
|
2025
Q2 | $626K | Sell |
7,886
-29,276
| -79% | -$2.25M | ﹤0.01% | 683 |
|
|
2025
Q1 | $3.11M | Sell |
37,162
-106,229
| -74% | -$8.84M | 0.02% | 368 |
|
|
2024
Q4 | $11.1M | Buy |
143,391
+2,610
| +2% | +$220K | 0.07% | 214 |
|
|
2024
Q3 | $12.1M | Buy |
140,781
+82,517
| +142% | +$6.66M | 0.07% | 194 |
|
|
2024
Q2 | $4.57M | Buy |
58,264
+15,939
| +38% | +$1.29M | 0.03% | 309 |
|
|
2024
Q1 | $3.65M | Sell |
42,325
-12,822
| -23% | -$1.03M | 0.02% | 348 |
|
|
2023
Q4 | $4.34M | Sell |
55,147
-54,910
| -50% | -$3.98M | 0.03% | 308 |
|
|
2023
Q3 | $7.93M | Buy |
110,057
+97,230
| +758% | +$7.55M | 0.06% | 240 |
|
|
2023
Q2 | $973K | Sell |
12,827
-4,088
| -24% | -$295K | 0.01% | 546 |
|
|
2023
Q1 | $1.26M | Sell |
16,915
-3,695
| -18% | -$314K | 0.01% | 488 |
|
|
2022
Q4 | $1.73M | Buy |
20,610
+5,328
| +35% | +$457K | 0.01% | 555 |
|
|
2022
Q3 | $1.1M | Sell |
15,282
-747,652
| -98% | -$53.7M | 0.01% | 743 |
|
|
2022
Q2 | $51M | Buy |
762,934
+726,477
| +1,993% | +$51.1M | 0.18% | 70 |
|
|
2022
Q1 | $2.68M | Sell |
36,457
-92,855
| -72% | -$6.72M | 0.01% | 679 |
|
|
2021
Q4 | $9.35M | Buy |
129,312
+118,145
| +1,058% | +$8.24M | 0.03% | 414 |
|
|
2021
Q3 | $719K | Sell |
11,167
-722
| -6% | -$46.4K | ﹤0.01% | 951 |
|
|
2021
Q2 | $751K | Sell |
11,889
-122,577
| -91% | -$7.84M | ﹤0.01% | 649 |
|
|
2021
Q1 | $8.06M | Buy |
134,466
+86,560
| +181% | +$4.82M | 0.03% | 413 |
|
|
2020
Q4 | $2.38M | Buy |
47,906
+19,488
| +69% | +$893K | 0.01% | 655 |
|
|
2020
Q3 | $1.14M | Sell |
28,418
-72,223
| -72% | -$3.08M | 0.01% | 500 |
|
|
2020
Q2 | $4.18M | Sell |
100,641
-71,871
| -42% | -$2.62M | 0.03% | 324 |
|
|
2020
Q1 | $5.41M | Buy |
172,512
+14,843
| +9% | +$702K | 0.04% | 262 |
|
|
2019
Q4 | $8.62M | Sell |
157,669
-8,094
| -5% | -$443K | 0.05% | 309 |
|
|
2019
Q3 | $9.47M | Sell |
165,763
-140,102
| -46% | -$7.89M | 0.06% | 264 |
|
|
2019
Q2 | $17.7M | Buy |
+305,865
| New | +$16.9M | 0.14% | 143 |
|
|
2018
Q4 | – | Sell |
-161,369
| Closed | -$9.46M | – | 797 |
|
|
2018
Q3 | $9.46M | Buy |
161,369
+103,579
| +179% | +$5.77M | 0.05% | 278 |
|
|
2018
Q2 | $3.06M | Sell |
57,790
-153,752
| -73% | -$8.93M | 0.02% | 455 |
|
|
2018
Q1 | $12.9M | Buy |
211,542
+178,329
| +537% | +$11.7M | 0.08% | 226 |
|
|
2017
Q4 | $2.34M | Sell |
33,213
-4,030
| -11% | -$278K | 0.02% | 388 |
|
|
2017
Q3 | $2.4M | Buy |
37,243
+22,025
| +145% | +$1.42M | 0.02% | 380 |
|
|
2017
Q2 | $975K | Sell |
15,218
-12,558
| -45% | -$797K | 0.01% | 411 |
|
|
2017
Q1 | $1.75M | Buy |
27,776
+260
| +0.9% | +$15.9K | 0.02% | 322 |
|
|
2016
Q4 | $1.59M | Buy |
27,516
+14,110
| +105% | +$791K | 0.02% | 391 |
|
|
2016
Q3 | $691K | Buy |
+13,406
| New | +$627K | 0.01% | 381 |
|
|
2015
Q2 | – | Sell |
-4,814
| Closed | -$247K | – | 422 |
|
|
2015
Q1 | $247K | Buy |
+4,814
| New | +$242K | ﹤0.01% | 369 |
|
|
2014
Q1 | – | Sell |
-7,290
| Closed | -$359K | – | 579 |
|
|
2013
Q4 | $359K | Buy |
+7,290
| New | +$346K | ﹤0.01% | 421 |
|
Other funds holding PFG
NLI
VCM
VPM
Natixis's PFG Position: Q1 2026 in Review
Natixis reduced its Principal Financial Group (PFG) stake by 49% in Q1 2026, selling an estimated $2.43M and leaving 27,416 shares worth $2.47M. The position accounts for 0.01% of the portfolio, ranked #552.
Natixis first reported a position in PFG in Q4 2013 and has held it in 39 quarters since. The position peaked at $51M in Q2 2022. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.
- Natixis held 27,416 shares of Principal Financial Group worth $2.47M as of Q1 2026.
- Natixis sold 26,602 Principal Financial Group shares in Q1 2026, an estimated $2.43M.
- Principal Financial Group made up 0.01% of Natixis's portfolio in Q1 2026, its #552 holding.
- Natixis first reported a position in Principal Financial Group in Q4 2013 and has held it in 39 quarters since.
- Natixis's Principal Financial Group position peaked at $51M in Q2 2022.
- 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.
Based on Natixis's 13F filing for Q1 2026, filed 14 May 2026.