Public Sector Pension Investment Board (PSP Investments)
PFG icon

Public Sector Pension Investment Board (PSP Investments)’s Principal Financial Group PFG Stock Holding History

Public Sector Pension Investment Board (PSP Investments)’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 		$5.35M Sell
59,399
-84,677
-59% -$7.74M 0.02% 854
2025
Q4 		$12.7M Buy
144,076
+100,354
+230% +$8.47M 0.04% 361
2025
Q3 		$3.62M Buy
43,722
+1,263
+3% +$101K 0.01% 911
2025
Q2 		$3.37M Sell
42,459
-13,930
-25% -$1.07M 0.01% 853
2025
Q1 		$4.76M Buy
56,389
+1,835
+3% +$153K 0.02% 735
2024
Q4 		$4.22M Buy
54,554
+17,413
+47% +$1.47M 0.02% 725
2024
Q3 		$3.19M Buy
37,141
+500
+1% +$40.4K 0.02% 689
2024
Q2 		$2.87M Buy
36,641
+1,991
+6% +$162K 0.02% 687
2024
Q1 		$2.99M Sell
34,650
-245
-0.7% -$19.7K 0.02% 599
2023
Q4 		$2.75M Sell
34,895
-19,162
-35% -$1.39M 0.02% 637
2023
Q3 		$3.9M Buy
54,057
+2,363
+5% +$183K 0.03% 421
2023
Q2 		$3.92M Sell
51,694
-3,273
-6% -$236K 0.03% 520
2023
Q1 		$4.09M Sell
54,967
-172
-0.3% -$14.6K 0.03% 515
2022
Q4 		$4.63M Buy
55,139
+6,435
+13% +$552K 0.04% 464
2022
Q3 		$3.51M Buy
48,704
+26,100
+115% +$1.87M 0.03% 527
2022
Q2 		$1.51M Sell
22,604
-11,872
-34% -$835K 0.01% 973
2022
Q1 		$2.53M Sell
34,476
-6,660
-16% -$482K 0.02% 882
2021
Q4 		$2.98M Sell
41,136
-970
-2% -$67.7K 0.02% 874
2021
Q3 		$2.71M Buy
42,106
+2,450
+6% +$157K 0.02% 928
2021
Q2 		$2.51M Sell
39,656
-143,320
-78% -$9.16M 0.02% 980
2021
Q1 		$11M Buy
182,976
+63,910
+54% +$3.56M 0.07% 240
2020
Q4 		$5.91M Buy
119,066
+88,240
+286% +$4.04M 0.05% 391
2020
Q3 		$1.24M Buy
30,826
+6,300
+26% +$269K 0.01% 1110
2020
Q2 		$1.02M Sell
24,526
-1,300
-5% -$47.4K 0.01% 1110
2020
Q1 		$809K Sell
25,826
-38,412
-60% -$1.82M 0.01% 1032
2019
Q4 		$3.53M Sell
64,238
-43,238
-40% -$2.37M 0.02% 801
2019
Q3 		$6.14M Buy
107,476
+73,665
+218% +$4.15M 0.04% 441
2019
Q2 		$1.96M Buy
33,811
+12,200
+56% +$672K 0.02% 939
2019
Q1 		$1.08M Buy
21,611
+8,000
+59% +$396K 0.01% 1037
2018
Q4 		$601K Buy
13,611
+1,200
+10% +$59.1K 0.01% 1223
2018
Q3 		$727K Sell
12,411
-33,600
-73% -$1.87M 0.01% 1132
2018
Q2 		$2.44M Hold
46,011
– – 0.02% 437
2018
Q1 		$2.8M Buy
46,011
+1,000
+2% +$65.8K 0.02% 359
2017
Q4 		$3.18M Buy
45,011
+14,400
+47% +$992K 0.02% 429
2017
Q3 		$1.97M Buy
30,611
+401
+1% +$25.8K 0.01% 493
2017
Q2 		$1.94M Sell
30,210
-30,500
-50% -$1.93M 0.02% 484
2017
Q1 		$3.83M Buy
60,710
+1,900
+3% +$116K 0.03% 442
2016
Q4 		$3.4M Sell
58,810
-500
-0.8% -$28K 0.03% 444
2016
Q3 		$3.06M Buy
59,310
+8,300
+16% +$388K 0.03% 458
2016
Q2 		$2.1M Buy
51,010
+7,200
+16% +$304K 0.02% 504
2016
Q1 		$1.73M Sell
43,810
-25,600
-37% -$985K 0.02% 508
2015
Q4 		$3.12M Sell
69,410
-2,600
-4% -$127K 0.03% 448
2015
Q3 		$3.41M Sell
72,010
-21,700
-23% -$1.12M 0.03% 433
2015
Q2 		$4.81M Sell
93,710
-900
-1% -$46.7K 0.03% 434
2015
Q1 		$4.86M Buy
94,610
+2,632
+3% +$132K 0.04% 447
2014
Q4 		$4.78M Sell
91,978
-8,800
-9% -$456K 0.03% 456
2014
Q3 		$5.29M Sell
100,778
-2,100
-2% -$110K 0.03% 416
2014
Q2 		$5.19M Buy
102,878
+2,306
+2% +$109K 0.03% 487
2014
Q1 		$4.63M Sell
100,572
-1,400
-1% -$64.1K 0.03% 485
2013
Q4 		$5.03M Buy
101,972
+10,700
+12% +$508K 0.03% 492
2013
Q3 		$3.91M Sell
91,272
-3,000
-3% -$125K 0.02% 542
2013
Q2 		$3.53M Buy
+94,272
New +$3.45M 0.03% 494

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $1.37T 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 $552B AUM 44.19% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments)'s PFG Position: Q1 2026 in Review

Public Sector Pension Investment Board (PSP Investments) reduced its Principal Financial Group (PFG) stake by 59% in Q1 2026, selling an estimated $7.74M and leaving 59,399 shares worth $5.35M. The position accounts for 0.02% of the portfolio, ranked #854.

Public Sector Pension Investment Board (PSP Investments) first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.7M in Q4 2025. 912 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Public Sector Pension Investment Board (PSP Investments) held 59,399 shares of Principal Financial Group worth $5.35M as of Q1 2026.
  • Public Sector Pension Investment Board (PSP Investments) sold 84,677 Principal Financial Group shares in Q1 2026, an estimated $7.74M.
  • Principal Financial Group made up 0.02% of Public Sector Pension Investment Board (PSP Investments)'s portfolio in Q1 2026, its #854 holding.
  • Public Sector Pension Investment Board (PSP Investments) first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
  • Public Sector Pension Investment Board (PSP Investments)'s Principal Financial Group position peaked at $12.7M in Q4 2025.
  • 912 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Public Sector Pension Investment Board (PSP Investments)'s 13F filing for Q1 2026, filed 13 May 2026.