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

Quantinno 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 		$24.5M Buy
227,694
+29,202
+15% +$2.96M 0.03% 641
2026
Q1 		$17.9M Buy
198,492
+32,105
+19% +$2.93M 0.03% 662
2025
Q4 		$14.7M Buy
166,387
+38,430
+30% +$3.24M 0.03% 637
2025
Q3 		$10.6M Buy
127,957
+16,816
+15% +$1.34M 0.03% 645
2025
Q2 		$8.83M Buy
111,141
+39,505
+55% +$3.03M 0.04% 580
2025
Q1 		$6.04M Buy
71,636
+33,793
+89% +$2.81M 0.04% 575
2024
Q4 		$2.93M Sell
37,843
-7,351
-16% -$619K 0.03% 698
2024
Q3 		$3.88M Buy
45,194
+4,145
+10% +$335K 0.05% 470
2024
Q2 		$3.22M Sell
41,049
-869
-2% -$70.6K 0.06% 403
2024
Q1 		$3.62M Buy
41,918
+19,048
+83% +$1.53M 0.08% 301
2023
Q4 		$1.8M Sell
22,870
-2,330
-9% -$169K 0.06% 421
2023
Q3 		$1.82M Buy
25,200
+9,749
+63% +$757K 0.08% 328
2023
Q2 		$1.17M Buy
15,451
+3,262
+27% +$235K 0.07% 381
2023
Q1 		$906K Buy
12,189
+4,426
+57% +$376K 0.06% 413
2022
Q4 		$651K Buy
+7,763
New +$666K 0.05% 459

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

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

Quantinno Capital Management increased its Principal Financial Group (PFG) stake by 15% in Q2 2026, buying an estimated $2.96M and bringing the position to 227,694 shares worth $24.5M. The position accounts for 0.03% of the portfolio, ranked #641.

Quantinno Capital Management first reported a position in PFG in Q4 2022 and has held it in 15 quarters since. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Quantinno Capital Management held 227,694 shares of Principal Financial Group worth $24.5M as of Q2 2026.
  • Quantinno Capital Management bought 29,202 Principal Financial Group shares in Q2 2026, an estimated $2.96M.
  • Principal Financial Group made up 0.03% of Quantinno Capital Management's portfolio in Q2 2026, its #641 holding.
  • Quantinno Capital Management first reported a position in Principal Financial Group in Q4 2022 and has held it in 15 quarters since.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.