QRG Capital Management’s Principal Financial Group PFG Stock Holding History

QRG Capital Management’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	$620K	Buy	5,756 +641	+13%	+$65.1K	0.01%	790
2026 Q1	$461K	Buy	5,115 +662	+15%	+$60.5K	﹤0.01%	813
2025 Q4	$393K	Sell	4,453 -115	-3%	-$9.71K	﹤0.01%	838
2025 Q3	$379K	Sell	4,568 -5,020	-52%	-$401K	﹤0.01%	812
2025 Q2	$762K	Sell	9,588 -2,477	-21%	-$190K	0.01%	680
2025 Q1	$1.02M	Sell	12,065 -5,689	-32%	-$473K	0.01%	574
2024 Q4	$1.37M	Sell	17,754 -1,898	-10%	-$160K	0.01%	527
2024 Q3	$1.69M	Sell	19,652 -1,339	-6%	-$108K	0.02%	472
2024 Q2	$1.65M	Sell	20,991 -3,365	-14%	-$273K	0.02%	457
2024 Q1	$2.1M	Sell	24,356 -80,525	-77%	-$6.46M	0.03%	408
2023 Q4	$8.25M	Sell	104,881 -210,446	-67%	-$15.2M	0.12%	179
2023 Q3	$22.7M	Buy	+315,327	New	+$24.5M	0.39%	58

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

QRG Capital Management's PFG Position: Q2 2026 in Review

QRG Capital Management increased its Principal Financial Group (PFG) stake by 13% in Q2 2026, buying an estimated $65.1K and bringing the position to 5,756 shares worth $620K. The position accounts for 0.01% of the portfolio, ranked #790.

QRG Capital Management first reported a position in PFG in Q3 2023 and has held it in 12 quarters since. The position peaked at $22.7M in Q3 2023. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

QRG Capital Management held 5,756 shares of Principal Financial Group worth $620K as of Q2 2026.
QRG Capital Management bought 641 Principal Financial Group shares in Q2 2026, an estimated $65.1K.
Principal Financial Group made up 0.01% of QRG Capital Management's portfolio in Q2 2026, its #790 holding.
QRG Capital Management first reported a position in Principal Financial Group in Q3 2023 and has held it in 12 quarters since.
QRG Capital Management's Principal Financial Group position peaked at $22.7M in Q3 2023.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.