Nissay Asset Management’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
Q2 | $3.17M | Buy |
29,380
+533
| +2% | +$54.1K | 0.01% | 447 |
|
|
2026
Q1 | $2.6M | Buy |
28,847
+48
| +0.2% | +$4.39K | 0.01% | 438 |
|
|
2025
Q4 | $2.54M | Buy |
28,799
+483
| +2% | +$40.8K | 0.01% | 458 |
|
|
2025
Q3 | $2.35M | Sell |
28,316
-92
| -0.3% | -$7.35K | 0.01% | 464 |
|
|
2025
Q2 | $2.26M | Buy |
28,408
+433
| +2% | +$33.2K | 0.01% | 483 |
|
|
2025
Q1 | $2.36M | Sell |
27,975
-25
| -0.1% | -$2.08K | 0.02% | 464 |
|
|
2024
Q4 | $2.18M | Sell |
28,000
-124
| -0.4% | -$10.4K | 0.01% | 498 |
|
|
2024
Q3 | $2.42M | Buy |
28,124
+754
| +3% | +$60.9K | 0.02% | 484 |
|
|
2024
Q2 | $2.15M | Buy |
27,370
+366
| +1% | +$29.7K | 0.01% | 479 |
|
|
2024
Q1 | $2.33M | Buy |
27,004
+155
| +0.6% | +$12.4K | 0.02% | 458 |
|
|
2023
Q4 | $2.11M | Buy |
26,849
+280
| +1% | +$20.3K | 0.02% | 445 |
|
|
2023
Q3 | $1.91M | Buy |
26,569
+816
| +3% | +$63.3K | 0.02% | 443 |
|
|
2023
Q2 | $1.95M | Sell |
25,753
-1,094
| -4% | -$78.9K | 0.02% | 448 |
|
|
2023
Q1 | $2M | Sell |
26,847
-1,262
| -4% | -$107K | 0.02% | 433 |
|
|
2022
Q4 | $2.36M | Buy |
28,109
+596
| +2% | +$51.1K | 0.02% | 393 |
|
|
2022
Q3 | $1.99M | Buy |
27,513
+142
| +0.5% | +$10.2K | 0.02% | 421 |
|
|
2022
Q2 | $1.83M | Sell |
27,371
-1,027
| -4% | -$72.2K | 0.02% | 436 |
|
|
2022
Q1 | $2.08M | Buy |
28,398
+271
| +1% | +$19.6K | 0.02% | 454 |
|
|
2021
Q4 | $2.03M | Buy |
28,127
+371
| +1% | +$25.9K | 0.02% | 473 |
|
|
2021
Q3 | $1.79M | Buy |
27,756
+1,017
| +4% | +$65.3K | 0.02% | 485 |
|
|
2021
Q2 | $1.69M | Sell |
26,739
-691
| -3% | -$44.2K | 0.01% | 500 |
|
|
2021
Q1 | $1.65M | Sell |
27,430
-667
| -2% | -$37.2K | 0.02% | 477 |
|
|
2020
Q4 | $1.39M | Sell |
28,097
-168
| -0.6% | -$7.7K | 0.02% | 512 |
|
|
2020
Q3 | $1.14M | Buy |
28,265
+532
| +2% | +$22.7K | 0.02% | 502 |
|
|
2020
Q2 | $1.15M | Buy |
27,733
+3,946
| +17% | +$144K | 0.02% | 483 |
|
|
2020
Q1 | $745K | Buy |
23,787
+791
| +3% | +$37.4K | 0.02% | 498 |
|
|
2019
Q4 | $1.26M | Buy |
22,996
+341
| +2% | +$18.7K | 0.03% | 457 |
|
|
2019
Q3 | $1.29M | Buy |
22,655
+1,116
| +5% | +$62.8K | 0.03% | 436 |
|
|
2019
Q2 | $1.25M | Sell |
21,539
-1,155
| -5% | -$63.6K | 0.03% | 438 |
|
|
2019
Q1 | $1.14M | Buy |
22,694
+1,181
| +5% | +$58.5K | 0.03% | 462 |
|
|
2018
Q4 | $950K | Buy |
21,513
+911
| +4% | +$44.8K | 0.03% | 453 |
|
|
2018
Q3 | $1.21M | Buy |
20,602
+508
| +3% | +$28.3K | 0.03% | 420 |
|
|
2018
Q2 | $1.06M | Buy |
20,094
+1,269
| +7% | +$73.7K | 0.03% | 441 |
|
|
2018
Q1 | $1.15M | Buy |
18,825
+162
| +0.9% | +$10.7K | 0.04% | 397 |
|
|
2017
Q4 | $1.32M | Buy |
+18,663
| New | +$1.29M | 0.04% | 368 |
|
Other funds holding PFG
NLI
Nissay Asset Management's PFG Position: Q2 2026 in Review
Nissay Asset Management increased its Principal Financial Group (PFG) stake by 1.8% in Q2 2026, buying an estimated $54.1K and bringing the position to 29,380 shares worth $3.17M. The position accounts for 0.01% of the portfolio, ranked #447.
Nissay Asset Management first reported a position in PFG in Q4 2017 and has held it in 35 quarters since. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Nissay Asset Management held 29,380 shares of Principal Financial Group worth $3.17M as of Q2 2026.
- Nissay Asset Management bought 533 Principal Financial Group shares in Q2 2026, an estimated $54.1K.
- Principal Financial Group made up 0.01% of Nissay Asset Management's portfolio in Q2 2026, its #447 holding.
- Nissay Asset Management first reported a position in Principal Financial Group in Q4 2017 and has held it in 35 quarters since.
- 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Nissay Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.