Principal Financial Group
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Principal Financial Group’s Penske Automotive Group PAG Stock Holding History

Principal Financial Group’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.16M Buy
41,177
+1,526
+4% +$242K ﹤0.01% 1557
2025
Q4 		$6.28M Sell
39,651
-1,447
-4% -$238K ﹤0.01% 1528
2025
Q3 		$7.15M Sell
41,098
-910
-2% -$162K ﹤0.01% 1452
2025
Q2 		$7.22M Sell
42,008
-1,024
-2% -$164K ﹤0.01% 1414
2025
Q1 		$6.2M Buy
43,032
+185
+0.4% +$29.6K ﹤0.01% 1483
2024
Q4 		$6.53M Sell
42,847
-463
-1% -$73.5K ﹤0.01% 1499
2024
Q3 		$7.03M Sell
43,310
-21,206
-33% -$3.38M ﹤0.01% 1440
2024
Q2 		$9.61M Sell
64,516
-8,899
-12% -$1.35M 0.01% 1280
2024
Q1 		$11.9M Buy
73,415
+1,823
+3% +$278K 0.01% 1225
2023
Q4 		$11.5M Sell
71,592
-452
-0.6% -$69.2K 0.01% 1218
2023
Q3 		$12M Buy
72,044
+70,547
+4,713% +$11.8M 0.01% 1117
2023
Q2 		$249K Sell
1,497
-1,108
-43% -$161K ﹤0.01% 2124
2023
Q1 		$369K Buy
2,605
+98
+4% +$13K ﹤0.01% 2040
2022
Q4 		$288K Sell
2,507
-534
-18% -$60.9K ﹤0.01% 2110
2022
Q3 		$299K Buy
3,041
+197
+7% +$22K ﹤0.01% 2080
2022
Q2 		$298K Sell
2,844
-14,474
-84% -$1.55M ﹤0.01% 2183
2022
Q1 		$1.62M Buy
17,318
+15,219
+725% +$1.54M ﹤0.01% 1899
2021
Q4 		$225K Sell
2,099
-391
-16% -$40.9K ﹤0.01% 2327
2021
Q3 		$250K Buy
+2,490
New +$219K ﹤0.01% 2365
2021
Q2 		– Sell
-28,667
Closed -$2.3M – 2632
2021
Q1 		$2.3M Buy
28,667
+2,187
+8% +$153K ﹤0.01% 1831
2020
Q4 		$1.57M Buy
26,480
+8,480
+47% +$478K ﹤0.01% 1847
2020
Q3 		$858K Sell
18,000
-32,543
-64% -$1.51M ﹤0.01% 1902
2020
Q2 		$1.96M Buy
50,543
+30,108
+147% +$1.05M ﹤0.01% 1703
2020
Q1 		$572K Sell
20,435
-12,845
-39% -$559K ﹤0.01% 1840
2019
Q4 		$1.67M Sell
33,280
-1,650
-5% -$81.6K ﹤0.01% 1753
2019
Q3 		$1.65M Sell
34,930
-3,970
-10% -$180K ﹤0.01% 1752
2019
Q2 		$1.84M Buy
+38,900
New +$1.77M ﹤0.01% 1737
2018
Q4 		– Sell
-4,432
Closed -$210K – 2288
2018
Q3 		$210K Sell
4,432
-556
-11% -$28.3K ﹤0.01% 2158
2018
Q2 		$234K Sell
4,988
-445
-8% -$21K ﹤0.01% 2128
2018
Q1 		$241K Sell
5,433
-364
-6% -$17.7K ﹤0.01% 2066
2017
Q4 		$277K Buy
5,797
+655
+13% +$30.9K ﹤0.01% 2063
2017
Q3 		$245K Sell
5,142
-726
-12% -$31.4K ﹤0.01% 2062
2017
Q2 		$258K Sell
5,868
-1,026
-15% -$45.2K ﹤0.01% 2086
2017
Q1 		$323K Sell
6,894
-111
-2% -$5.67K ﹤0.01% 1993
2016
Q4 		$363K Buy
7,005
+149
+2% +$7.26K ﹤0.01% 1980
2016
Q3 		$330K Buy
6,856
+461
+7% +$19.2K ﹤0.01% 1934
2016
Q2 		$201K Sell
6,395
-345,312
-98% -$12.6M ﹤0.01% 2031
2016
Q1 		$13.3M Sell
351,707
-3,669
-1% -$131K 0.02% 810
2015
Q4 		$15M Buy
355,376
+9,725
+3% +$458K 0.02% 700
2015
Q3 		$16.7M Buy
345,651
+2,144
+0.6% +$110K 0.03% 616
2015
Q2 		$17.9M Buy
343,507
+22,332
+7% +$1.16M 0.03% 634
2015
Q1 		$16.5M Sell
321,175
-36,670
-10% -$1.81M 0.02% 644
2014
Q4 		$17.6M Buy
357,845
+3,487
+1% +$159K 0.03% 594
2014
Q3 		$14.4M Buy
354,358
+18,146
+5% +$852K 0.02% 678
2014
Q2 		$16.6M Sell
336,212
-11,079
-3% -$506K 0.03% 623
2014
Q1 		$14.9M Sell
347,291
-229
-0.1% -$9.95K 0.03% 664
2013
Q4 		$16.4M Buy
347,520
+333,957
+2,462% +$14.3M 0.03% 597
2013
Q3 		$580K Sell
13,563
-1,995
-13% -$76.4K ﹤0.01% 1823
2013
Q2 		$475K Buy
+15,558
New +$485K ﹤0.01% 1844

Other funds holding PAG

DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Principal Financial Group increased its Penske Automotive Group (PAG) stake by 3.8% in Q1 2026, buying an estimated $242K and bringing the position to 41,177 shares worth $6.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Principal Financial Group first reported a position in PAG in Q2 2013 and has held it in 49 quarters since. The position peaked at $17.9M in Q2 2015. 374 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • Principal Financial Group held 41,177 shares of Penske Automotive Group worth $6.16M as of Q1 2026.
  • Principal Financial Group bought 1,526 Penske Automotive Group shares in Q1 2026, an estimated $242K.
  • Penske Automotive Group made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1557 holding.
  • Principal Financial Group first reported a position in Penske Automotive Group in Q2 2013 and has held it in 49 quarters since.
  • Principal Financial Group's Penske Automotive Group position peaked at $17.9M in Q2 2015.
  • 374 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

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