Raymond James Financial
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Raymond James Financial’s Principal Financial Group PFG Stock Holding History

Raymond James Financial’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 		$54.3M Buy
602,197
+280,632
+87% +$25.7M 0.02% 811
2025
Q4 		$28.4M Buy
321,565
+128,703
+67% +$10.9M 0.01% 1202
2025
Q3 		$16M Sell
192,862
-35,175
-15% -$2.81M 0.01% 1567
2025
Q2 		$18.1M Buy
228,037
+28,159
+14% +$2.16M 0.01% 1447
2025
Q1 		$16.9M Sell
199,878
-4,507
-2% -$375K 0.01% 1443
2024
Q4 		$15.8M Buy
+204,385
New +$17.2M 0.01% 1494

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $1.37T 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

Raymond James Financial's PFG Position: Q1 2026 in Review

Raymond James Financial increased its Principal Financial Group (PFG) stake by 87% in Q1 2026, buying an estimated $25.7M and bringing the position to 602,197 shares worth $54.3M. The position accounts for 0.02% of the portfolio, ranked #811.

Raymond James Financial first reported a position in PFG in Q4 2024 and has held it in 6 quarters since. 911 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Raymond James Financial held 602,197 shares of Principal Financial Group worth $54.3M as of Q1 2026.
  • Raymond James Financial bought 280,632 Principal Financial Group shares in Q1 2026, an estimated $25.7M.
  • Principal Financial Group made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #811 holding.
  • Raymond James Financial first reported a position in Principal Financial Group in Q4 2024 and has held it in 6 quarters since.
  • 911 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.