Paul Tudor Jones’s Principal Financial Group PFG Stock Holding History

Paul Tudor Jones’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
2025 Q2	–	Sell	-3,200	Closed	-$270K	–	3643
2025 Q1	$270K	Buy	3,200 +200	+7%	+$16.6K	﹤0.01%	2666
2024 Q4	$232K	Buy	+3,000	New	+$253K	﹤0.01%	2747
2024 Q1	–	Sell	-3,300	Closed	-$260K	–	2655
2023 Q4	$260K	Buy	+3,300	New	+$239K	﹤0.01%	2097
2023 Q2	–	Sell	-9,900	Closed	-$736K	–	2818
2023 Q1	$736K	Buy	9,900 +2,300	+30%	+$195K	0.01%	1390
2022 Q4	$637K	Buy	+7,600	New	+$652K	0.01%	1431
2021 Q4	–	Sell	-5,800	Closed	-$374K	–	2866
2021 Q3	$374K	Buy	+5,800	New	+$372K	0.01%	1863

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Paul Tudor Jones's PFG Position: Q2 2026 in Review

Paul Tudor Jones opened a new position in Principal Financial Group (PFG) in Q2 2026: 47,548 shares worth $5.12M. The stake represents 0.01% of the portfolio and ranks #1264 among its holdings. This is a return to the name: Paul Tudor Jones previously reported a position in PFG as recently as Q3 2025.

Paul Tudor Jones first reported a position in PFG in Q4 2013 and has held it in 22 quarters since. The position peaked at $31.3M in Q1 2024. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Paul Tudor Jones held 47,548 shares of Principal Financial Group worth $5.12M as of Q2 2026.
Principal Financial Group was a new Paul Tudor Jones position in Q2 2026.
Principal Financial Group made up 0.01% of Paul Tudor Jones's portfolio in Q2 2026, its #1264 holding.
Paul Tudor Jones first reported a position in Principal Financial Group in Q4 2013 and has held it in 22 quarters since.
Paul Tudor Jones's Principal Financial Group position peaked at $31.3M in Q1 2024.
950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Tudor Investment Corp's 13F filing for Q2 2026, filed 14 Aug 2026.