Qube Research & Technologies (QRT)
PFG icon

Qube Research & Technologies (QRT)’s Principal Financial Group PFG Stock Holding History

Qube Research & Technologies (QRT)’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
-459,205
Closed -$40.5M – 3976
2025
Q4 		$40.5M Sell
459,205
-229,333
-33% -$19.4M 0.04% 596
2025
Q3 		$57.1M Sell
688,538
-213,114
-24% -$17M 0.06% 410
2025
Q2 		$71.6M Buy
901,652
+475,269
+111% +$36.5M 0.07% 353
2025
Q1 		$36M Sell
426,383
-285,640
-40% -$23.8M 0.04% 514
2024
Q4 		$55.1M Buy
712,023
+649,941
+1,047% +$54.8M 0.07% 342
2024
Q3 		$5.33M Sell
62,082
-165,736
-73% -$13.4M 0.01% 1360
2024
Q2 		$17.9M Buy
227,818
+46,796
+26% +$3.8M 0.03% 647
2024
Q1 		$15.6M Sell
181,022
-537,474
-75% -$43.1M 0.02% 658
2023
Q4 		$56.5M Buy
718,496
+181,538
+34% +$13.1M 0.11% 234
2023
Q3 		$38.7M Buy
536,958
+145,729
+37% +$11.3M 0.1% 241
2023
Q2 		$29.7M Buy
391,229
+314,091
+407% +$22.6M 0.11% 246
2023
Q1 		$5.73M Sell
77,138
-195,636
-72% -$16.6M 0.02% 628
2022
Q4 		$22.9M Buy
+272,774
New +$23.4M 0.12% 244
2021
Q4 		– Sell
-54,618
Closed -$3.52M – 2866
2021
Q3 		$3.52M Buy
+54,618
New +$3.51M 0.04% 521
2021
Q2 		– Sell
-33,190
Closed -$1.99M – 2669
2021
Q1 		$1.99M Sell
33,190
-58,769
-64% -$3.28M 0.03% 620
2020
Q4 		$4.56M Buy
+91,959
New +$4.21M 0.06% 341
2020
Q2 		– Sell
-39,815
Closed -$1.25M – 1925
2020
Q1 		$1.25M Buy
+39,815
New +$1.88M 0.05% 327
2019
Q2 		– Sell
-15,758
Closed -$791K – 529
2019
Q1 		$791K Buy
+15,758
New +$781K 0.1% 258
2018
Q4 		– Sell
-4,735
Closed -$277K – 733
2018
Q3 		$277K Buy
+4,735
New +$264K 0.04% 374

Other funds holding PFG

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $481B AUM 30.42% 1-Year Est. Return

Qube Research & Technologies (QRT)'s PFG Position: Q1 2026 in Review

Qube Research & Technologies (QRT) sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 459,205 shares — an estimated $40.5M sold.

Qube Research & Technologies (QRT) first reported a position in PFG in Q3 2018 and held it in 19 quarters. The position peaked at $71.6M in Q2 2025. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Qube Research & Technologies (QRT) reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • Qube Research & Technologies (QRT) sold 459,205 Principal Financial Group shares in Q1 2026, an estimated $40.5M.
  • Qube Research & Technologies (QRT) first reported a position in Principal Financial Group in Q3 2018 and held it in 19 quarters.
  • Qube Research & Technologies (QRT)'s Principal Financial Group position peaked at $71.6M in Q2 2025.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2026, filed 15 May 2026.