Principal Financial Group’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $24.1M | Sell |
223,273
-3,445
| -2% | -$350K | 0.01% | 876 |
|
|
2026
Q1 | $20.4M | Buy |
226,718
+11,574
| +5% | +$1.06M | 0.01% | 911 |
|
|
2025
Q4 | $19M | Buy |
215,144
+4,349
| +2% | +$367K | 0.01% | 929 |
|
|
2025
Q3 | $17.5M | Sell |
210,795
-5,497
| -3% | -$439K | 0.01% | 949 |
|
|
2025
Q2 | $17.2M | Sell |
216,292
-13,311
| -6% | -$1.02M | 0.01% | 929 |
|
|
2025
Q1 | $19.4M | Buy |
229,603
+2,513
| +1% | +$209K | 0.01% | 852 |
|
|
2024
Q4 | $17.6M | Sell |
227,090
-4,187
| -2% | -$353K | 0.01% | 934 |
|
|
2024
Q3 | $19.9M | Buy |
231,277
+6,817
| +3% | +$551K | 0.01% | 845 |
|
|
2024
Q2 | $17.6M | Sell |
224,460
-7,919
| -3% | -$643K | 0.01% | 942 |
|
|
2024
Q1 | $20.1M | Sell |
232,379
-1,076
| -0.5% | -$86.4K | 0.01% | 917 |
|
|
2023
Q4 | $18.4M | Sell |
233,455
-25,563
| -10% | -$1.85M | 0.01% | 935 |
|
|
2023
Q3 | $18.7M | Sell |
259,018
-12,153
| -4% | -$943K | 0.01% | 842 |
|
|
2023
Q2 | $20.6M | Sell |
271,171
-3,666
| -1% | -$264K | 0.01% | 828 |
|
|
2023
Q1 | $20.4M | Buy |
274,837
+4,541
| +2% | +$385K | 0.01% | 839 |
|
|
2022
Q4 | $22.7M | Buy |
270,296
+7,472
| +3% | +$641K | 0.02% | 739 |
|
|
2022
Q3 | $19M | Sell |
262,824
-9,279
| -3% | -$667K | 0.02% | 799 |
|
|
2022
Q2 | $18.2M | Sell |
272,103
-4,135
| -1% | -$291K | 0.01% | 893 |
|
|
2022
Q1 | $20.3M | Sell |
276,238
-6,846
| -2% | -$496K | 0.01% | 897 |
|
|
2021
Q4 | $20.5M | Sell |
283,084
-9,891
| -3% | -$690K | 0.01% | 937 |
|
|
2021
Q3 | $18.9M | Sell |
292,975
-538
| -0.2% | -$34.5K | 0.01% | 1001 |
|
|
2021
Q2 | $18.5M | Buy |
293,513
+3,097
| +1% | +$198K | 0.01% | 1039 |
|
|
2021
Q1 | $17.4M | Sell |
290,416
-28,430
| -9% | -$1.58M | 0.01% | 1037 |
|
|
2020
Q4 | $15.8M | Sell |
318,846
-21,598
| -6% | -$989K | 0.01% | 938 |
|
|
2020
Q3 | $13.7M | Sell |
340,444
-17,777
| -5% | -$758K | 0.01% | 881 |
|
|
2020
Q2 | $14.9M | Buy |
358,221
+8,860
| +3% | +$323K | 0.01% | 807 |
|
|
2020
Q1 | $10.9M | Buy |
349,361
+262,552
| +302% | +$12.4M | 0.01% | 855 |
|
|
2019
Q4 | $4.77M | Sell |
86,809
-3,480
| -4% | -$190K | ﹤0.01% | 1545 |
|
|
2019
Q3 | $5.16M | Sell |
90,289
-292
| -0.3% | -$16.4K | ﹤0.01% | 1506 |
|
|
2019
Q2 | $5.25M | Sell |
90,581
-1,093
| -1% | -$60.2K | ﹤0.01% | 1508 |
|
|
2019
Q1 | $4.6M | Sell |
91,674
-2,188
| -2% | -$108K | ﹤0.01% | 1576 |
|
|
2018
Q4 | $4.15M | Buy |
+93,862
| New | +$4.62M | ﹤0.01% | 1566 |
|
Other funds holding PFG
NLI
Principal Financial Group's PFG Position: Q2 2026 in Review
Principal Financial Group reduced its Principal Financial Group (PFG) stake by 1.5% in Q2 2026, selling an estimated $350K and leaving 223,273 shares worth $24.1M. The position accounts for 0.01% of the portfolio, ranked #876.
Principal Financial Group first reported a position in PFG in Q4 2018 and has held it in 31 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Principal Financial Group held 223,273 shares of Principal Financial Group worth $24.1M as of Q2 2026.
- Principal Financial Group sold 3,445 Principal Financial Group shares in Q2 2026, an estimated $350K.
- Principal Financial Group made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #876 holding.
- Principal Financial Group first reported a position in Principal Financial Group in Q4 2018 and has held it in 31 quarters since.
- 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.