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Principal Securities’s Principal Financial Group PFG Stock Holding History

Principal Securities’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
Q1 		$9.46M Buy
105,011
+87,665
+505% +$8.01M 0.14% 139
2025
Q4 		$1.53M Buy
17,346
+220
+1% +$18.6K 0.02% 556
2025
Q3 		$1.42M Buy
17,126
+5,119
+43% +$409K 0.02% 548
2025
Q2 		$954K Buy
12,007
+1,623
+16% +$125K 0.02% 626
2025
Q1 		$804K Buy
10,384
+7,451
+254% +$620K 0.02% 618
2024
Q4 		$227K Buy
2,933
+1,564
+114% +$132K 0.01% 1078
2024
Q3 		$118K Sell
1,369
-731
-35% -$59K ﹤0.01% 1322
2024
Q2 		$165K Buy
2,100
+656
+45% +$53.3K ﹤0.01% 1120
2024
Q1 		$125K Sell
1,444
-378
-21% -$30.3K ﹤0.01% 1194
2023
Q4 		$143K Buy
+1,822
New +$132K 0.01% 1050

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Securities's PFG Position: Q1 2026 in Review

Principal Securities increased its Principal Financial Group (PFG) stake by 505% in Q1 2026, buying an estimated $8.01M and bringing the position to 105,011 shares worth $9.46M. The position accounts for 0.14% of the portfolio, ranked #139.

Principal Securities first reported a position in PFG in Q4 2023 and has held it in 10 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Principal Securities held 105,011 shares of Principal Financial Group worth $9.46M as of Q1 2026.
  • Principal Securities bought 87,665 Principal Financial Group shares in Q1 2026, an estimated $8.01M.
  • Principal Financial Group made up 0.14% of Principal Securities's portfolio in Q1 2026, its #139 holding.
  • Principal Securities first reported a position in Principal Financial Group in Q4 2023 and has held it in 10 quarters since.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.