Principal Financial Group
PBF icon

Principal Financial Group’s PBF Energy PBF Stock Holding History

Principal Financial Group’s Portfolio PBF Stock Details PBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.74M Buy
191,895
+5,297
+3% +$220K ﹤0.01% 1472
2026
Q1 		$8.89M Buy
186,598
+8,361
+5% +$313K ﹤0.01% 1388
2025
Q4 		$4.83M Sell
178,237
-7,072
-4% -$226K ﹤0.01% 1629
2025
Q3 		$5.59M Sell
185,309
-39,212
-17% -$1.02M ﹤0.01% 1550
2025
Q2 		$4.87M Sell
224,521
-2,831
-1% -$53.8K ﹤0.01% 1585
2025
Q1 		$4.34M Buy
227,352
+2,514
+1% +$62.6K ﹤0.01% 1601
2024
Q4 		$5.97M Sell
224,838
-6,531
-3% -$199K ﹤0.01% 1531
2024
Q3 		$7.16M Sell
231,369
-189,361
-45% -$6.88M ﹤0.01% 1433
2024
Q2 		$19.4M Sell
420,730
-49,740
-11% -$2.55M 0.01% 878
2024
Q1 		$27.1M Buy
470,470
+1,336
+0.3% +$65.4K 0.02% 736
2023
Q4 		$20.6M Buy
469,134
+9,427
+2% +$428K 0.01% 849
2023
Q3 		$24.6M Buy
459,707
+14,492
+3% +$690K 0.02% 703
2023
Q2 		$18.2M Sell
445,215
-40,095
-8% -$1.52M 0.01% 899
2023
Q1 		$21M Buy
485,310
+2,552
+0.5% +$107K 0.02% 819
2022
Q4 		$19.7M Sell
482,758
-178,012
-27% -$7.4M 0.01% 837
2022
Q3 		$23.2M Buy
660,770
+69,442
+12% +$2.2M 0.02% 679
2022
Q2 		$17.2M Sell
591,328
-35,596
-6% -$1.11M 0.01% 945
2022
Q1 		$15.3M Sell
626,924
-5,145
-0.8% -$97.2K 0.01% 1103
2021
Q4 		$8.2M Sell
632,069
-15,409
-2% -$213K ﹤0.01% 1496
2021
Q3 		$8.4M Sell
647,478
-28,359
-4% -$294K 0.01% 1488
2021
Q2 		$10.3M Sell
675,837
-294,086
-30% -$4.54M 0.01% 1416
2021
Q1 		$13.7M Buy
969,923
+29,784
+3% +$356K 0.01% 1214
2020
Q4 		$6.67M Buy
940,139
+50,751
+6% +$331K ﹤0.01% 1450
2020
Q3 		$5.06M Buy
889,388
+464,238
+109% +$3.85M ﹤0.01% 1435
2020
Q2 		$4.35M Buy
425,150
+109,946
+35% +$1.1M ﹤0.01% 1482
2020
Q1 		$2.23M Sell
315,204
-130,826
-29% -$2.94M ﹤0.01% 1567
2019
Q4 		$14M Sell
446,030
-2,011
-0.4% -$61.9K 0.01% 1056
2019
Q3 		$12.2M Sell
448,041
-84,741
-16% -$2.16M 0.01% 1097
2019
Q2 		$16.7M Buy
532,782
+104
+0% +$3.1K 0.02% 912
2019
Q1 		$16.6M Buy
532,678
+3,510
+0.7% +$118K 0.02% 912
2018
Q4 		$17.3M Sell
529,168
-77,136
-13% -$3.11M 0.02% 802
2018
Q3 		$30.3M Buy
606,304
+39,962
+7% +$1.9M 0.03% 607
2018
Q2 		$23.7M Buy
566,342
+79,224
+16% +$3.32M 0.02% 712
2018
Q1 		$16.5M Buy
487,118
+14,842
+3% +$479K 0.02% 918
2017
Q4 		$16.7M Buy
472,276
+1,152
+0.2% +$35.6K 0.02% 942
2017
Q3 		$13M Buy
471,124
+2,107
+0.4% +$48.8K 0.01% 1075
2017
Q2 		$10.4M Buy
469,017
+450,267
+2,401% +$9.67M 0.01% 1196
2017
Q1 		$416K Buy
18,750
+1,245
+7% +$29.2K ﹤0.01% 1947
2016
Q4 		$488K Sell
17,505
-625
-3% -$15.2K ﹤0.01% 1927
2016
Q3 		$410K Buy
18,130
+795
+5% +$17.9K ﹤0.01% 1896
2016
Q2 		$412K Sell
17,335
-1,829
-10% -$52.6K ﹤0.01% 1875
2016
Q1 		$636K Buy
19,164
+178
+0.9% +$5.69K ﹤0.01% 1791
2015
Q4 		$699K Buy
18,986
+1,882
+11% +$66.4K ﹤0.01% 1818
2015
Q3 		$483K Sell
17,104
-6,988
-29% -$212K ﹤0.01% 1866
2015
Q2 		$685K Sell
24,092
-196,445
-89% -$5.52M ﹤0.01% 1828
2015
Q1 		$7.48M Buy
220,537
+163,694
+288% +$4.75M 0.01% 1151
2014
Q4 		$1.51M Sell
56,843
-46,621
-45% -$1.21M ﹤0.01% 1734
2014
Q3 		$2.48M Buy
103,464
+21,687
+27% +$572K ﹤0.01% 1608
2014
Q2 		$2.18M Buy
81,777
+16,495
+25% +$488K ﹤0.01% 1665
2014
Q1 		$1.68M Hold
65,282
– – ﹤0.01% 1683
2013
Q4 		$2.05M Buy
+65,282
New +$1.78M ﹤0.01% 1661

Other funds holding PBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Principal Financial Group's PBF Position: Q2 2026 in Review

Principal Financial Group increased its PBF Energy (PBF) stake by 2.8% in Q2 2026, buying an estimated $220K and bringing the position to 191,895 shares worth $8.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Principal Financial Group first reported a position in PBF in Q4 2013 and has held it in 51 quarters since. The position peaked at $30.3M in Q3 2018. 439 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

  • Principal Financial Group held 191,895 shares of PBF Energy worth $8.74M as of Q2 2026.
  • Principal Financial Group bought 5,297 PBF Energy shares in Q2 2026, an estimated $220K.
  • PBF Energy made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1472 holding.
  • Principal Financial Group first reported a position in PBF Energy in Q4 2013 and has held it in 51 quarters since.
  • Principal Financial Group's PBF Energy position peaked at $30.3M in Q3 2018.
  • 439 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.