PIM
PFG icon

Plato Investment Management’s Principal Financial Group PFG Stock Holding History

Plato Investment 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 		$1.04M Hold
9,747
– – 0.06% 267
2026
Q1 		$879K Hold
9,747
– – 0.06% 281
2025
Q4 		$864K Buy
9,747
+1,247
+15% +$105K 0.06% 285
2025
Q3 		$699K Buy
8,500
+2,832
+50% +$226K 0.05% 313
2025
Q2 		$449K Buy
5,668
+3
+0.1% +$230 0.03% 353
2025
Q1 		$483K Sell
5,665
-328
-5% -$27.3K 0.04% 331
2024
Q4 		$466K Hold
5,993
– – 0.03% 344
2024
Q3 		$514K Hold
5,993
– – 0.04% 314
2024
Q2 		$470K Hold
5,993
– – 0.04% 281
2024
Q1 		$517K Buy
5,993
+5,959
+17,526% +$478K 0.05% 266
2023
Q4 		$2.67K Buy
+34
New +$2.46K ﹤0.01% 399

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 $3.38T AUM 44.17% 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

Plato Investment Management's PFG Position: Q2 2026 in Review

Plato Investment Management held its Principal Financial Group (PFG) position steady in Q2 2026 at 9,747 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #267.

Plato Investment Management first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Plato Investment Management held 9,747 shares of Principal Financial Group worth $1.04M as of Q2 2026.
  • Plato Investment Management left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.06% of Plato Investment Management's portfolio in Q2 2026, its #267 holding.
  • Plato Investment Management first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.