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New York Life Investment Management’s Principal Financial Group PFG Stock Holding History

New York Life Investment 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 		$2.67M Buy
29,665
+362
+1% +$33.1K 0.02% 475
2025
Q4 		$2.58M Sell
29,303
-538
-2% -$45.4K 0.02% 476
2025
Q3 		$2.47M Sell
29,841
-1,366
-4% -$109K 0.02% 501
2025
Q2 		$2.48M Sell
31,207
-243
-0.8% -$18.7K 0.02% 490
2025
Q1 		$2.65M Sell
31,450
-198
-0.6% -$16.5K 0.03% 474
2024
Q4 		$2.45M Sell
31,648
-304
-1% -$25.6K 0.02% 508
2024
Q3 		$2.74M Sell
31,952
-1,337
-4% -$108K 0.03% 500
2024
Q2 		$2.61M Sell
33,289
-245
-0.7% -$19.9K 0.03% 492
2024
Q1 		$2.89M Sell
33,534
-1,166
-3% -$93.6K 0.03% 463
2023
Q4 		$2.73M Sell
34,700
-178
-0.5% -$12.9K 0.03% 472
2023
Q3 		$2.51M Sell
34,878
-718
-2% -$55.7K 0.03% 456
2023
Q2 		$2.7M Sell
35,596
-459
-1% -$33.1K 0.03% 441
2023
Q1 		$2.68M Sell
36,055
-83
-0.2% -$7.04K 0.03% 449
2022
Q4 		$3.03M Sell
36,138
-785
-2% -$67.3K 0.03% 431
2022
Q3 		$2.67M Sell
36,923
-2,037
-5% -$146K 0.03% 446
2022
Q2 		$2.6M Buy
+38,960
New +$2.74M 0.03% 447

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

New York Life Investment Management's PFG Position: Q1 2026 in Review

New York Life Investment Management increased its Principal Financial Group (PFG) stake by 1.2% in Q1 2026, buying an estimated $33.1K and bringing the position to 29,665 shares worth $2.67M. The position accounts for 0.02% of the portfolio, ranked #475.

New York Life Investment Management first reported a position in PFG in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.03M in Q4 2022. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • New York Life Investment Management held 29,665 shares of Principal Financial Group worth $2.67M as of Q1 2026.
  • New York Life Investment Management bought 362 Principal Financial Group shares in Q1 2026, an estimated $33.1K.
  • Principal Financial Group made up 0.02% of New York Life Investment Management's portfolio in Q1 2026, its #475 holding.
  • New York Life Investment Management first reported a position in Principal Financial Group in Q2 2022 and has held it in 16 quarters since.
  • New York Life Investment Management's Principal Financial Group position peaked at $3.03M in Q4 2022.
  • 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.