Pacer Advisors
PFG icon

Pacer Advisors’s Principal Financial Group PFG Stock Holding History

Pacer Advisors’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 		$891K Sell
9,885
-10,234
-51% -$935K ﹤0.01% 1258
2025
Q4 		$1.77M Buy
20,119
+3,802
+23% +$321K ﹤0.01% 1168
2025
Q3 		$1.35M Sell
16,317
-699
-4% -$55.9K ﹤0.01% 1275
2025
Q2 		$1.35M Buy
17,016
+6,308
+59% +$484K ﹤0.01% 1151
2025
Q1 		$903K Sell
10,708
-6,271
-37% -$522K ﹤0.01% 1243
2024
Q4 		$1.31M Sell
16,979
-47,116
-74% -$3.97M ﹤0.01% 1224
2024
Q3 		$5.51M Buy
64,095
+48,227
+304% +$3.89M 0.01% 624
2024
Q2 		$1.24M Buy
15,868
+655
+4% +$53.2K ﹤0.01% 1173
2024
Q1 		$1.31M Buy
15,213
+364
+2% +$29.2K ﹤0.01% 1077
2023
Q4 		$1.17M Buy
14,849
+510
+4% +$36.9K ﹤0.01% 1062
2023
Q3 		$1.03M Buy
14,339
+346
+2% +$26.9K ﹤0.01% 804
2023
Q2 		$1.06M Sell
13,993
-140
-1% -$10.1K ﹤0.01% 1041
2023
Q1 		$1.05M Buy
14,133
+6,867
+95% +$583K ﹤0.01% 895
2022
Q4 		$610K Buy
7,266
+6,793
+1,436% +$583K ﹤0.01% 1110
2022
Q3 		$34K Sell
473
-4,245
-90% -$305K ﹤0.01% 1955
2022
Q2 		$315K Sell
4,718
-14,416
-75% -$1.01M ﹤0.01% 833
2022
Q1 		$1.41M Sell
19,134
-40,711
-68% -$2.95M 0.01% 751
2021
Q4 		$4.33M Buy
59,845
+45,541
+318% +$3.18M 0.04% 514
2021
Q3 		$921K Sell
14,304
-1,805
-11% -$116K 0.01% 913
2021
Q2 		$1.02M Buy
16,109
+732
+5% +$46.8K 0.01% 841
2021
Q1 		$922K Sell
15,377
-570
-4% -$31.8K 0.02% 811
2020
Q4 		$791K Sell
15,947
-1,804
-10% -$82.6K 0.01% 799
2020
Q3 		$715K Sell
17,751
-4,004
-18% -$171K 0.02% 858
2020
Q2 		$904K Buy
+21,755
New +$794K 0.02% 578
2020
Q1 		– Sell
-29,647
Closed -$1.63M – 993
2019
Q4 		$1.63M Buy
29,647
+2,144
+8% +$117K 0.07% 353
2019
Q3 		$1.57M Buy
27,503
+2,672
+11% +$150K 0.04% 613
2019
Q2 		$1.44M Buy
24,831
+2,944
+13% +$162K 0.04% 650
2019
Q1 		$1.1M Buy
+21,887
New +$1.08M 0.03% 433
2018
Q4 		– Sell
-13,736
Closed -$805K – 913
2018
Q3 		$805K Buy
13,736
+1,718
+14% +$95.8K 0.03% 739
2018
Q2 		$636K Buy
12,018
+1,048
+10% +$60.9K 0.03% 829
2018
Q1 		$668K Buy
10,970
+2,243
+26% +$148K 0.04% 638
2017
Q4 		$616K Buy
8,727
+2,082
+31% +$143K 0.04% 630
2017
Q3 		$428K Buy
6,645
+1,076
+19% +$69.2K 0.04% 754
2017
Q2 		$357K Buy
5,569
+38
+0.7% +$2.41K 0.04% 780
2017
Q1 		$349K Buy
5,531
+176
+3% +$10.7K 0.04% 696
2016
Q4 		$310K Sell
5,355
-32
-0.6% -$1.79K 0.04% 670
2016
Q3 		$277K Sell
5,387
-32
-0.6% -$1.5K 0.04% 650
2016
Q2 		$223K Buy
5,419
+474
+10% +$20K 0.04% 737
2016
Q1 		$195K Buy
4,945
+213
+5% +$8.2K 0.04% 408
2015
Q4 		$213K Buy
+4,732
New +$231K 0.05% 360
2013
Q4 		$247K Buy
+4,749
New +$226K 0.06% 421

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

Pacer Advisors's PFG Position: Q1 2026 in Review

Pacer Advisors reduced its Principal Financial Group (PFG) stake by 51% in Q1 2026, selling an estimated $935K and leaving 9,885 shares worth $891K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Pacer Advisors first reported a position in PFG in Q4 2013 and has held it in 41 quarters since. The position peaked at $5.51M in Q3 2024. 911 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Pacer Advisors held 9,885 shares of Principal Financial Group worth $891K as of Q1 2026.
  • Pacer Advisors sold 10,234 Principal Financial Group shares in Q1 2026, an estimated $935K.
  • Principal Financial Group made up ﹤0.01% of Pacer Advisors's portfolio in Q1 2026, its #1258 holding.
  • Pacer Advisors first reported a position in Principal Financial Group in Q4 2013 and has held it in 41 quarters since.
  • Pacer Advisors's Principal Financial Group position peaked at $5.51M in Q3 2024.
  • 911 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Pacer Advisors's 13F filing for Q1 2026, filed 6 May 2026.