Rakuten Investment Management’s Principal Financial Group PFG Stock Holding History

Rakuten Investment 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	$3.62M	Buy	33,317 +2,865	+9%	+$291K	0.01%	330
2026 Q1	$2.69M	Buy	30,452 +3,184	+12%	+$291K	0.01%	348
2025 Q4	$2.43M	Sell	27,268 -196,182	-88%	-$16.6M	0.01%	413
2025 Q3	$31.3M	Buy	+223,450	New	+$17.9M	0.11%	47
2025 Q1	$1.64M	Buy	+19,738	New	+$1.64M	0.01%	416
2024 Q3	$1.07M	Buy	12,463 +3,014	+32%	+$243K	0.01%	334
2024 Q2	$751K	Buy	9,449 +3,386	+56%	+$275K	﹤0.01%	328
2024 Q1	$523K	Buy	6,063 +5,505	+987%	+$442K	﹤0.01%	316
2023 Q4	$44.2K	Buy	+558	New	+$40.4K	﹤0.01%	316

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 $3.38T AUM 44.17% 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

Rakuten Investment Management's PFG Position: Q2 2026 in Review

Rakuten Investment Management increased its Principal Financial Group (PFG) stake by 9.4% in Q2 2026, buying an estimated $291K and bringing the position to 33,317 shares worth $3.62M. The position accounts for 0.01% of the portfolio, ranked #330.

Rakuten Investment Management first reported a position in PFG in Q4 2023 and has held it in 9 quarters since. The position peaked at $31.3M in Q3 2025. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Rakuten Investment Management held 33,317 shares of Principal Financial Group worth $3.62M as of Q2 2026.
Rakuten Investment Management bought 2,865 Principal Financial Group shares in Q2 2026, an estimated $291K.
Principal Financial Group made up 0.01% of Rakuten Investment Management's portfolio in Q2 2026, its #330 holding.
Rakuten Investment Management first reported a position in Principal Financial Group in Q4 2023 and has held it in 9 quarters since.
Rakuten Investment Management's Principal Financial Group position peaked at $31.3M in Q3 2025.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.