Principal Financial Group
DFIN icon

Principal Financial Group’s Donnelley Financial Solutions DFIN Stock Holding History

Principal Financial Group’s Portfolio DFIN Stock Details DFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.1M Buy
129,497
+2,784
+2% +$137K ﹤0.01% 1566
2025
Q4 		$5.92M Sell
126,713
-6,125
-5% -$296K ﹤0.01% 1558
2025
Q3 		$6.83M Buy
132,838
+6,623
+5% +$378K ﹤0.01% 1471
2025
Q2 		$7.78M Sell
126,215
-6,329
-5% -$326K ﹤0.01% 1383
2025
Q1 		$5.79M Buy
132,544
+3,357
+3% +$186K ﹤0.01% 1517
2024
Q4 		$8.1M Buy
129,187
+2,925
+2% +$182K ﹤0.01% 1395
2024
Q3 		$8.31M Sell
126,262
-14,335
-10% -$931K ﹤0.01% 1368
2024
Q2 		$8.38M Sell
140,597
-2,172
-2% -$133K 0.01% 1368
2024
Q1 		$8.85M Sell
142,769
-26
-0% -$1.63K 0.01% 1369
2023
Q4 		$8.91M Sell
142,795
-1,291
-0.9% -$73.6K 0.01% 1345
2023
Q3 		$8.11M Sell
144,086
-6,363
-4% -$309K 0.01% 1335
2023
Q2 		$6.85M Sell
150,449
-920
-0.6% -$40.6K ﹤0.01% 1420
2023
Q1 		$6.18M Sell
151,369
-1,924
-1% -$81.8K ﹤0.01% 1460
2022
Q4 		$5.92M Sell
153,293
-11,140
-7% -$418K ﹤0.01% 1471
2022
Q3 		$6.08M Sell
164,433
-27,038
-14% -$1.01M ﹤0.01% 1427
2022
Q2 		$5.61M Sell
191,471
-16,039
-8% -$476K ﹤0.01% 1514
2022
Q1 		$6.9M Sell
207,510
-9,032
-4% -$322K ﹤0.01% 1537
2021
Q4 		$10.2M Sell
216,542
-21,468
-9% -$931K 0.01% 1388
2021
Q3 		$8.24M Sell
238,010
-4,666
-2% -$154K 0.01% 1494
2021
Q2 		$8.01M Buy
242,676
+17,339
+8% +$516K 0.01% 1531
2021
Q1 		$6.27M Buy
225,337
+1,003
+0.4% +$23.2K ﹤0.01% 1589
2020
Q4 		$3.81M Buy
224,334
+8,977
+4% +$139K ﹤0.01% 1653
2020
Q3 		$2.88M Sell
215,357
-13,918
-6% -$144K ﹤0.01% 1647
2020
Q2 		$1.93M Sell
229,275
-7,530
-3% -$54.2K ﹤0.01% 1706
2020
Q1 		$1.25M Sell
236,805
-9,795
-4% -$83K ﹤0.01% 1707
2019
Q4 		$2.58M Buy
246,600
+413
+0.2% +$4.33K ﹤0.01% 1676
2019
Q3 		$3.03M Sell
246,187
-28,102
-10% -$349K ﹤0.01% 1648
2019
Q2 		$3.66M Buy
274,289
+131
+0% +$1.85K ﹤0.01% 1614
2019
Q1 		$4.08M Sell
274,158
-2,686
-1% -$40.4K ﹤0.01% 1610
2018
Q4 		$3.88M Buy
276,844
+2,315
+0.8% +$37K ﹤0.01% 1583
2018
Q3 		$4.92M Buy
274,529
+10,428
+4% +$206K ﹤0.01% 1613
2018
Q2 		$4.59M Buy
264,101
+4,684
+2% +$80.6K ﹤0.01% 1623
2018
Q1 		$4.45M Buy
259,417
+7,240
+3% +$141K ﹤0.01% 1595
2017
Q4 		$4.92M Sell
252,177
-1,967
-0.8% -$40.2K ﹤0.01% 1570
2017
Q3 		$5.48M Buy
254,144
+4,797
+2% +$104K 0.01% 1533
2017
Q2 		$5.72M Buy
249,347
+49,580
+25% +$1.09M 0.01% 1499
2017
Q1 		$3.85M Sell
199,767
-6,762
-3% -$152K ﹤0.01% 1610
2016
Q4 		$4.75M Buy
+206,529
New +$4.37M 0.01% 1533

Other funds holding DFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Principal Financial Group's DFIN Position: Q1 2026 in Review

Principal Financial Group increased its Donnelley Financial Solutions (DFIN) stake by 2.2% in Q1 2026, buying an estimated $137K and bringing the position to 129,497 shares worth $6.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Principal Financial Group first reported a position in DFIN in Q4 2016 and has held it in 38 quarters since. The position peaked at $10.2M in Q4 2021. 244 funds tracked by Wall St. Rank hold DFIN as of Q1 2026.

  • Principal Financial Group held 129,497 shares of Donnelley Financial Solutions worth $6.1M as of Q1 2026.
  • Principal Financial Group bought 2,784 Donnelley Financial Solutions shares in Q1 2026, an estimated $137K.
  • Donnelley Financial Solutions made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1566 holding.
  • Principal Financial Group first reported a position in Donnelley Financial Solutions in Q4 2016 and has held it in 38 quarters since.
  • Principal Financial Group's Donnelley Financial Solutions position peaked at $10.2M in Q4 2021.
  • 244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.