PCM
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Penserra Capital Management’s Principal Financial Group PFG Stock Holding History

Penserra Capital 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
Q2 		$1K Buy
18
+3
+20% +$305 ﹤0.01% 1091
2026
Q1 		$1K Hold
15
– – ﹤0.01% 1060
2025
Q4 		$1K Hold
15
– – ﹤0.01% 1038
2025
Q3 		$1K Sell
15
-6
-29% -$480 ﹤0.01% 1004
2025
Q2 		$1K Hold
21
– – ﹤0.01% 1006
2025
Q1 		$1K Sell
21
-532
-96% -$44.2K ﹤0.01% 1025
2024
Q4 		$42K Buy
553
+532
+2,533% +$44.8K ﹤0.01% 953
2024
Q3 		$1K Buy
21
+3
+17% +$242 ﹤0.01% 1084
2024
Q2 		$1K Hold
18
– – ﹤0.01% 1236
2024
Q1 		$1K Sell
18
-999
-98% -$80.2K ﹤0.01% 1208
2023
Q4 		$79K Sell
1,017
-232
-19% -$16.8K ﹤0.01% 931
2023
Q3 		$89K Sell
1,249
-219
-15% -$17K ﹤0.01% 916
2023
Q2 		$111K Buy
1,468
+1,454
+10,386% +$105K ﹤0.01% 919
2023
Q1 		$1K Hold
14
– – ﹤0.01% 1070
2022
Q4 		$1K Buy
+14
New +$1.2K ﹤0.01% 1110
2020
Q4 		– Sell
-2,257
Closed -$90K – 1107
2020
Q3 		$90K Sell
2,257
-19,577
-90% -$834K ﹤0.01% 505
2020
Q2 		$906K Sell
21,834
-3,831
-15% -$140K 0.05% 295
2020
Q1 		$979K Buy
25,665
+25,371
+8,630% +$1.2M 0.07% 266
2019
Q4 		$15K Buy
294
+99
+51% +$5.42K ﹤0.01% 810
2019
Q3 		$10K Sell
195
-2,094
-91% -$118K ﹤0.01% 795
2019
Q2 		$132K Sell
2,289
-384
-14% -$21.2K 0.01% 452
2019
Q1 		$152K Sell
2,673
-87
-3% -$4.31K 0.01% 380
2018
Q4 		$121K Buy
2,760
+2,072
+301% +$102K 0.01% 340
2018
Q3 		$40K Sell
688
-863
-56% -$48.1K ﹤0.01% 613
2018
Q2 		$81K Buy
1,551
+791
+104% +$46K 0.01% 405
2018
Q1 		$46K Buy
760
+405
+114% +$26.6K ﹤0.01% 371
2017
Q4 		$25K Buy
355
+142
+67% +$9.78K ﹤0.01% 316
2017
Q3 		$13K Buy
213
+51
+31% +$3.28K ﹤0.01% 404
2017
Q2 		$10K Buy
+162
New +$10.3K ﹤0.01% 419

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Penserra Capital Management's PFG Position: Q2 2026 in Review

Penserra Capital Management increased its Principal Financial Group (PFG) stake by 20% in Q2 2026, buying an estimated $305 and bringing the position to 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Penserra Capital Management first reported a position in PFG in Q2 2017 and has held it in 29 quarters since. The position peaked at $979K in Q1 2020. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Penserra Capital Management held 18 shares of Principal Financial Group worth $1K as of Q2 2026.
  • Penserra Capital Management bought 3 Principal Financial Group shares in Q2 2026, an estimated $305.
  • Principal Financial Group made up ﹤0.01% of Penserra Capital Management's portfolio in Q2 2026, its #1091 holding.
  • Penserra Capital Management first reported a position in Principal Financial Group in Q2 2017 and has held it in 29 quarters since.
  • Penserra Capital Management's Principal Financial Group position peaked at $979K in Q1 2020.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Penserra Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.