NMIMC
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Northwestern Mutual Investment Management Company’s Principal Financial Group PFG Stock Holding History

Northwestern Mutual Investment Management Company’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 		$570K Sell
6,330
-58
-0.9% -$5.3K 0.01% 759
2025
Q4 		$563K Sell
6,388
-74
-1% -$6.25K 0.01% 752
2025
Q3 		$536K Sell
6,462
-117
-2% -$9.35K 0.01% 758
2025
Q2 		$523K Sell
6,579
-113
-2% -$8.67K 0.01% 754
2025
Q1 		$565K Buy
6,692
+11
+0.2% +$915 0.01% 736
2024
Q4 		$517K Sell
6,681
-72
-1% -$6.07K 0.01% 771
2024
Q3 		$580K Sell
6,753
-110
-2% -$8.88K 0.01% 746
2024
Q2 		$538K Sell
6,863
-97
-1% -$7.88K 0.01% 746
2024
Q1 		$601K Buy
6,960
+17
+0.2% +$1.36K 0.02% 723
2023
Q4 		$546K Sell
6,943
-76
-1% -$5.5K 0.01% 743
2023
Q3 		$506K Sell
7,019
-102
-1% -$7.92K 0.01% 730
2023
Q2 		$540K Sell
7,121
-32
-0.4% -$2.31K 0.01% 726
2023
Q1 		$532K Buy
7,153
+21
+0.3% +$1.78K 0.01% 717
2022
Q4 		$599K Sell
7,132
-1,477
-17% -$127K 0.02% 417
2022
Q3 		$621K Sell
8,609
-783
-8% -$56.2K 0.02% 525
2022
Q2 		$627K Sell
9,392
-271
-3% -$19.1K 0.01% 609
2022
Q1 		$709K Sell
9,663
-1,428
-13% -$103K 0.02% 636
2021
Q4 		$802K Sell
11,091
-246
-2% -$17.2K 0.02% 626
2021
Q3 		$730K Sell
11,337
-150
-1% -$9.63K 0.01% 641
2021
Q2 		$726K Sell
11,487
-7
-0.1% -$448 0.01% 651
2021
Q1 		$689K Sell
11,494
-2,527
-18% -$141K 0.01% 656
2020
Q4 		$696K Buy
14,021
+29
+0.2% +$1.33K 0.01% 769
2020
Q3 		$581K Hold
13,992
– – 0.01% 755
2020
Q2 		$581K Buy
13,992
+485
+4% +$17.7K 0.01% 757
2020
Q1 		$423K Buy
13,507
+3,476
+35% +$164K 0.01% 755
2019
Q4 		$552K Buy
10,031
+157
+2% +$8.59K 0.01% 733
2019
Q3 		$564K Buy
9,874
+48
+0.5% +$2.7K 0.01% 696
2019
Q2 		$569K Sell
9,826
-29,505
-75% -$1.63M 0.01% 692
2019
Q1 		$1.97M Sell
39,331
-401
-1% -$19.9K 0.04% 377
2018
Q4 		$1.75M Sell
39,732
-6,609
-14% -$325K 0.03% 382
2018
Q3 		$2.71M Sell
46,341
-4,661
-9% -$260K 0.04% 350
2018
Q2 		$2.7M Buy
51,002
+1,969
+4% +$114K 0.04% 366
2018
Q1 		$2.99M Sell
49,033
-11,623
-19% -$765K 0.05% 325
2017
Q4 		$4.28M Buy
60,656
+406
+0.7% +$28K 0.07% 273
2017
Q3 		$3.88M Sell
60,250
-1,258
-2% -$80.9K 0.06% 280
2017
Q2 		$3.94M Buy
61,508
+7,465
+14% +$474K 0.07% 279
2017
Q1 		$3.41M Buy
54,043
+23,321
+76% +$1.42M 0.06% 286
2016
Q4 		$1.78M Buy
30,722
+4,261
+16% +$239K 0.04% 292
2016
Q3 		$1.36M Buy
26,461
+16,176
+157% +$756K 0.03% 333
2016
Q2 		$423K Sell
10,285
-71
-0.7% -$3K 0.01% 650
2016
Q1 		$409K Buy
10,356
+13
+0.1% +$500 0.01% 657
2015
Q4 		$465K Buy
10,343
+207
+2% +$10.1K 0.01% 555
2015
Q3 		$480K Buy
10,136
+16
+0.2% +$829 0.01% 552
2015
Q2 		$519K Buy
10,120
+150
+2% +$7.78K 0.01% 581
2015
Q1 		$512K Buy
+9,970
New +$501K 0.01% 581

Other funds holding PFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Northwestern Mutual Investment Management Company's PFG Position: Q1 2026 in Review

Northwestern Mutual Investment Management Company reduced its Principal Financial Group (PFG) stake by 0.91% in Q1 2026, selling an estimated $5.3K and leaving 6,330 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #759.

Northwestern Mutual Investment Management Company first reported a position in PFG in Q1 2015 and has held it in 45 quarters since. The position peaked at $4.28M in Q4 2017. 911 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Northwestern Mutual Investment Management Company held 6,330 shares of Principal Financial Group worth $570K as of Q1 2026.
  • Northwestern Mutual Investment Management Company sold 58 Principal Financial Group shares in Q1 2026, an estimated $5.3K.
  • Principal Financial Group made up 0.01% of Northwestern Mutual Investment Management Company's portfolio in Q1 2026, its #759 holding.
  • Northwestern Mutual Investment Management Company first reported a position in Principal Financial Group in Q1 2015 and has held it in 45 quarters since.
  • Northwestern Mutual Investment Management Company's Principal Financial Group position peaked at $4.28M in Q4 2017.
  • 911 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Northwestern Mutual Investment Management Company's 13F filing for Q1 2026, filed 8 May 2026.