Rakuten Securities
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Rakuten Securities’s Principal Financial Group PFG Stock Holding History

Rakuten Securities’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
Q3 		$2.8K Buy
25
+18
+257% +$2.04K ﹤0.01% 668
2026
Q2 		$754 Buy
+7
New +$711 ﹤0.01% 752
2025
Q2 		– Sell
-65
Closed -$5.48K – 877
2025
Q1 		$5.48K Buy
+65
New +$5.41K ﹤0.01% 480

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Mitsubishi UFJ Asset Management
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KBC Group
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Conning Inc
Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Rakuten Securities's PFG Position: Q3 2026 in Review

Rakuten Securities increased its Principal Financial Group (PFG) stake by 257% in Q3 2026, buying an estimated $2.04K and bringing the position to 25 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Rakuten Securities first reported a position in PFG in Q1 2025 and has held it in 3 quarters since. The position peaked at $5.48K in Q1 2025. 476 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Rakuten Securities held 25 shares of Principal Financial Group worth $2.8K as of Q3 2026.
  • Rakuten Securities bought 18 Principal Financial Group shares in Q3 2026, an estimated $2.04K.
  • Principal Financial Group made up ﹤0.01% of Rakuten Securities's portfolio in Q3 2026, its #668 holding.
  • Rakuten Securities first reported a position in Principal Financial Group in Q1 2025 and has held it in 3 quarters since.
  • Rakuten Securities's Principal Financial Group position peaked at $5.48K in Q1 2025.
  • 476 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Rakuten Securities's 13F filing for Q3 2026, filed 2 Nov 2026.