nVerses Capital’s Principal Financial Group PFG Stock Holding History

nVerses Capital’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	–	Sell	-2,639	Closed	-$233K	–	447
2025 Q4	$233K	Buy	+2,639	New	+$223K	0.52%	109
2024 Q3	–	Sell	-7,600	Closed	-$596K	–	1308
2024 Q2	$596K	Buy	+7,600	New	+$617K	0.36%	76

Other funds holding PFG

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 $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

nVerses Capital's PFG Position: Q1 2026 in Review

nVerses Capital sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 2,639 shares — an estimated $233K sold.

nVerses Capital first reported a position in PFG in Q2 2024 and held it in 2 quarters. The position peaked at $596K in Q2 2024. 912 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

nVerses Capital reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
nVerses Capital sold 2,639 Principal Financial Group shares in Q1 2026, an estimated $233K.
nVerses Capital first reported a position in Principal Financial Group in Q2 2024 and held it in 2 quarters.
nVerses Capital's Principal Financial Group position peaked at $596K in Q2 2024.
912 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on nVerses Capital's 13F filing for Q1 2026, filed 13 May 2026.