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

Qsemble 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
Q1 		– Sell
-12,313
Closed -$1.09M – 579
2025
Q4 		$1.09M Buy
+12,313
New +$1.04M 0.09% 265
2024
Q4 		– Sell
-3,620
Closed -$311K – 499
2024
Q3 		$311K Sell
3,620
-2,746
-43% -$222K 0.06% 301
2024
Q2 		$499K Sell
6,366
-11,853
-65% -$963K 0.09% 288
2024
Q1 		$1.57M Buy
18,219
+5,411
+42% +$434K 0.34% 107
2023
Q4 		$1.01M Buy
12,808
+8,908
+228% +$645K 0.25% 145
2023
Q3 		$281K Buy
+3,900
New +$303K 0.05% 292

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Qsemble Capital Management's PFG Position: Q1 2026 in Review

Qsemble Capital Management sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 12,313 shares — an estimated $1.09M sold.

Qsemble Capital Management first reported a position in PFG in Q3 2023 and held it in 6 quarters. The position peaked at $1.57M in Q1 2024. 914 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Qsemble Capital Management reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • Qsemble Capital Management sold 12,313 Principal Financial Group shares in Q1 2026, an estimated $1.09M.
  • Qsemble Capital Management first reported a position in Principal Financial Group in Q3 2023 and held it in 6 quarters.
  • Qsemble Capital Management's Principal Financial Group position peaked at $1.57M in Q1 2024.
  • 914 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Qsemble Capital Management's 13F filing for Q1 2026, filed 7 May 2026.