Prudential plc’s Principal Financial Group PFG Stock Holding History

Prudential plc’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	$450K	Buy	+4,995	New	+$457K	﹤0.01%	595
2025 Q4	–	Sell	-8,232	Closed	-$683K	–	728
2025 Q3	$683K	Hold	8,232	–	–	0.01%	532
2025 Q2	$654K	Buy	8,232 +4,151	+102%	+$319K	﹤0.01%	575
2025 Q1	$344K	Hold	4,081	–	–	﹤0.01%	663
2024 Q4	$316K	Hold	4,081	–	–	﹤0.01%	696
2024 Q3	$351K	Hold	4,081	–	–	﹤0.01%	697
2024 Q2	$320K	Hold	4,081	–	–	﹤0.01%	676
2024 Q1	$352K	Sell	4,081 -10,606	-72%	-$851K	﹤0.01%	649
2023 Q4	$1.16M	Sell	14,687 -32	-0.2%	-$2.32K	0.01%	535
2023 Q3	$1.06M	Sell	14,719 -3,141	-18%	-$244K	0.01%	515
2023 Q2	$1.35M	Buy	17,860 +2,086	+13%	+$150K	0.02%	488
2023 Q1	$1.17M	Sell	15,774 -1,699	-10%	-$144K	0.01%	509
2022 Q4	$1.47M	Buy	17,473 +9,795	+128%	+$840K	0.02%	446
2022 Q3	$554K	Buy	7,678 +860	+13%	+$61.8K	0.01%	555
2022 Q2	$455K	Sell	6,818 -135	-2%	-$9.5K	0.01%	574
2022 Q1	$510K	Buy	+6,953	New	+$503K	0.01%	591
2021 Q2	–	Sell	-179,900	Closed	-$10.8M	–	615
2021 Q1	$10.8M	Sell	179,900 -924,700	-84%	-$51.5M	0.07%	218
2020 Q4	$54.8M	Sell	1,104,600 -728,401	-40%	-$33.4M	0.29%	129
2020 Q3	$73.8M	Sell	1,833,001 -331,400	-15%	-$14.1M	0.37%	113
2020 Q2	$89.9M	Buy	2,164,401 +548,400	+34%	+$20M	0.43%	68
2020 Q1	$50.6M	Buy	+1,616,001	New	+$76.5M	0.27%	130
2019 Q1	–	Sell	-6,700	Closed	-$296K	–	697
2018 Q4	$296K	Hold	6,700	–	–	﹤0.01%	592
2018 Q3	$393K	Sell	6,700 -700	-9%	-$39K	﹤0.01%	586
2018 Q2	$392K	Sell	7,400 -1,100	-13%	-$63.9K	﹤0.01%	607
2018 Q1	$518K	Hold	8,500	–	–	﹤0.01%	564
2017 Q4	$600K	Buy	+8,500	New	+$586K	﹤0.01%	550
2017 Q2	–	Sell	-96,000	Closed	-$6.06M	–	693
2017 Q1	$6.06M	Sell	96,000 -14,000	-13%	-$854K	0.02%	351
2016 Q4	$6.37M	Hold	110,000	–	–	0.02%	322
2016 Q3	$5.67M	Hold	110,000	–	–	0.02%	334
2016 Q2	$4.52M	Buy	110,000 +5,000	+5%	+$211K	0.02%	346
2016 Q1	$4.14M	Hold	105,000	–	–	0.02%	350
2015 Q4	$4.72M	Sell	105,000 -2,500	-2%	-$122K	0.02%	328
2015 Q3	$5.09M	Hold	107,500	–	–	0.02%	310
2015 Q2	$5.51M	Hold	107,500	–	–	0.02%	317
2015 Q1	$5.52M	Hold	107,500	–	–	0.02%	320
2014 Q4	$5.58M	Hold	107,500	–	–	0.02%	314
2014 Q3	$5.64M	Hold	107,500	–	–	0.02%	316
2014 Q2	$5.43M	Sell	107,500 -2,500	-2%	-$118K	0.02%	308
2014 Q1	$5.06M	Hold	110,000	–	–	0.02%	287
2013 Q4	$5.42M	Sell	110,000 -25,000	-19%	-$1.19M	0.02%	283
2013 Q3	$5.78M	Sell	135,000 -5,000	-4%	-$208K	0.03%	272
2013 Q2	$5.24M	Buy	+140,000	New	+$5.12M	0.03%	262

Other funds holding PFG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Prudential plc's PFG Position: Q1 2026 in Review

Prudential plc opened a new position in Principal Financial Group (PFG) in Q1 2026: 4,995 shares worth $450K. The stake represents ﹤0.01% of the portfolio and ranks #595 among its holdings. This is a return to the name: Prudential plc previously reported a position in PFG as recently as Q3 2025.

Prudential plc first reported a position in PFG in Q2 2013 and has held it in 42 quarters since. The position peaked at $89.9M in Q2 2020. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Prudential plc held 4,995 shares of Principal Financial Group worth $450K as of Q1 2026.
Principal Financial Group was a new Prudential plc position in Q1 2026.
Principal Financial Group made up ﹤0.01% of Prudential plc's portfolio in Q1 2026, its #595 holding.
Prudential plc first reported a position in Principal Financial Group in Q2 2013 and has held it in 42 quarters since.
Prudential plc's Principal Financial Group position peaked at $89.9M in Q2 2020.
909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Prudential plc's 13F filing for Q1 2026, filed 14 May 2026.