North Dakota State Investment Board
PFG icon

North Dakota State Investment Board’s Principal Financial Group PFG Stock Holding History

North Dakota State Investment Board’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
Q2 		$697K Buy
6,471
+181
+3% +$18.4K 0.03% 418
2026
Q1 		$567K Sell
6,290
-1,344
-18% -$123K 0.02% 430
2025
Q4 		$673K Buy
+7,634
New +$644K 0.03% 445

Other funds holding PFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

North Dakota State Investment Board's PFG Position: Q2 2026 in Review

North Dakota State Investment Board increased its Principal Financial Group (PFG) stake by 2.9% in Q2 2026, buying an estimated $18.4K and bringing the position to 6,471 shares worth $697K. The position accounts for 0.03% of the portfolio, ranked #418.

North Dakota State Investment Board first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • North Dakota State Investment Board held 6,471 shares of Principal Financial Group worth $697K as of Q2 2026.
  • North Dakota State Investment Board bought 181 Principal Financial Group shares in Q2 2026, an estimated $18.4K.
  • Principal Financial Group made up 0.03% of North Dakota State Investment Board's portfolio in Q2 2026, its #418 holding.
  • North Dakota State Investment Board first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on North Dakota State Investment Board's 13F filing for Q2 2026, filed 4 Aug 2026.