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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
Q2 		$11.4M Buy
105,857
+846
+0.8% +$85.9K 0.14% 140
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 $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Securities's PFG Position: Q2 2026 in Review

Principal Securities increased its Principal Financial Group (PFG) stake by 0.81% in Q2 2026, buying an estimated $85.9K and bringing the position to 105,857 shares worth $11.4M. The position accounts for 0.14% of the portfolio, ranked #140.

Principal Securities first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Principal Securities held 105,857 shares of Principal Financial Group worth $11.4M as of Q2 2026.
  • Principal Securities bought 846 Principal Financial Group shares in Q2 2026, an estimated $85.9K.
  • Principal Financial Group made up 0.14% of Principal Securities's portfolio in Q2 2026, its #140 holding.
  • Principal Securities first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

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