PAM
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Panagora Asset Management’s Principal Financial Group PFG Stock Holding History

Panagora Asset Management’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
-2,380
Closed -$210K – 1250
2025
Q4 		$210K Buy
+2,380
New +$201K ﹤0.01% 1110
2023
Q1 		– Sell
-11,466
Closed -$962K – 1514
2022
Q4 		$962K Sell
11,466
-4,664
-29% -$400K 0.01% 907
2022
Q3 		$1.16M Sell
16,130
-165
-1% -$11.9K 0.01% 797
2022
Q2 		$1.09M Buy
16,295
+470
+3% +$33.1K 0.01% 847
2022
Q1 		$1.16M Buy
15,825
+5,657
+56% +$410K 0.01% 868
2021
Q4 		$735K Sell
10,168
-5,351
-34% -$373K ﹤0.01% 1054
2021
Q3 		$999K Hold
15,519
– – 0.01% 969
2021
Q2 		$981K Sell
15,519
-701
-4% -$44.8K 0.01% 994
2021
Q1 		$973K Sell
16,220
-9,614
-37% -$536K 0.01% 1033
2020
Q4 		$1.28M Sell
25,834
-217
-0.8% -$9.94K 0.01% 869
2020
Q3 		$1.05M Hold
26,051
– – 0.01% 887
2020
Q2 		$1.08M Sell
26,051
-37
-0.1% -$1.35K 0.01% 899
2020
Q1 		$818K Buy
26,088
+45
+0.2% +$2.13K 0.01% 922
2019
Q4 		$1.43M Hold
26,043
– – 0.01% 912
2019
Q3 		$1.49M Sell
26,043
-229
-0.9% -$12.9K 0.01% 868
2019
Q2 		$1.52M Buy
26,272
+20
+0.1% +$1.1K 0.01% 956
2019
Q1 		$1.32M Sell
26,252
-16,557
-39% -$821K 0.01% 1016
2018
Q4 		$1.89M Buy
42,809
+800
+2% +$39.4K 0.01% 802
2018
Q3 		$2.46M Sell
42,009
-39,525
-48% -$2.2M 0.01% 767
2018
Q2 		$4.32M Sell
81,534
-253,540
-76% -$14.7M 0.02% 585
2018
Q1 		$20.4M Sell
335,074
-26,874
-7% -$1.77M 0.08% 221
2017
Q4 		$25.5M Buy
361,948
+316,498
+696% +$21.8M 0.1% 218
2017
Q3 		$2.92M Sell
45,450
-81,972
-64% -$5.27M 0.01% 723
2017
Q2 		$8.16M Sell
127,422
-544,714
-81% -$34.6M 0.03% 459
2017
Q1 		$42.4M Sell
672,136
-664,752
-50% -$40.5M 0.18% 138
2016
Q4 		$77.4M Sell
1,336,888
-246,996
-16% -$13.8M 0.35% 65
2016
Q3 		$81.6M Buy
1,583,884
+591,490
+60% +$27.7M 0.39% 56
2016
Q2 		$40.8M Buy
992,394
+189,524
+24% +$8M 0.2% 104
2016
Q1 		$31.7M Buy
802,870
+1,069
+0.1% +$41.1K 0.16% 142
2015
Q4 		$36.1M Buy
801,801
+28,158
+4% +$1.37M 0.18% 133
2015
Q3 		$36.6M Buy
773,643
+420,899
+119% +$21.8M 0.19% 125
2015
Q2 		$18.1M Buy
352,744
+331,379
+1,551% +$17.2M 0.09% 241
2015
Q1 		$1.1M Buy
21,365
+7,267
+52% +$365K 0.01% 1028
2014
Q4 		$732K Hold
14,098
– – ﹤0.01% 1146
2014
Q3 		$740K Sell
14,098
-40
-0.3% -$2.09K ﹤0.01% 1174
2014
Q2 		$714K Sell
14,138
-51,595
-78% -$2.43M ﹤0.01% 1252
2014
Q1 		$3.02M Sell
65,733
-42,652
-39% -$1.95M 0.01% 712
2013
Q4 		$5.34M Sell
108,385
-214,237
-66% -$10.2M 0.02% 529
2013
Q3 		$13.8M Buy
322,622
+262,264
+435% +$10.9M 0.07% 276
2013
Q2 		$2.26M Buy
+60,358
New +$2.21M 0.01% 737

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Panagora Asset Management's PFG Position: Q1 2026 in Review

Panagora Asset Management sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 2,380 shares — an estimated $210K sold.

Panagora Asset Management first reported a position in PFG in Q2 2013 and held it in 40 quarters. The position peaked at $81.6M in Q3 2016. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Panagora Asset Management reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • Panagora Asset Management sold 2,380 Principal Financial Group shares in Q1 2026, an estimated $210K.
  • Panagora Asset Management first reported a position in Principal Financial Group in Q2 2013 and held it in 40 quarters.
  • Panagora Asset Management's Principal Financial Group position peaked at $81.6M in Q3 2016.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Panagora Asset Management's 13F filing for Q1 2026, filed 14 May 2026.