Robeco Institutional Asset Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.4M | Buy |
189,516
+60,611
| +47% | +$6.15M | 0.03% | 360 |
|
|
2026
Q1 | $11.6M | Buy |
128,905
+58,314
| +83% | +$5.33M | 0.02% | 413 |
|
|
2025
Q4 | $6.23M | Buy |
70,591
+17,651
| +33% | +$1.49M | 0.01% | 516 |
|
|
2025
Q3 | $4.39M | Buy |
52,940
+104
| +0.2% | +$8.31K | 0.01% | 581 |
|
|
2025
Q2 | $4.2M | Sell |
52,836
-4,493
| -8% | -$345K | 0.01% | 587 |
|
|
2025
Q1 | $4.84M | Buy |
57,329
+8,054
| +16% | +$670K | 0.01% | 578 |
|
|
2024
Q4 | $3.81M | Sell |
49,275
-4,427
| -8% | -$373K | 0.01% | 597 |
|
|
2024
Q3 | $4.61M | Sell |
53,702
-7,222
| -12% | -$583K | 0.01% | 558 |
|
|
2024
Q2 | $4.78M | Sell |
60,924
-882
| -1% | -$71.6K | 0.01% | 546 |
|
|
2024
Q1 | $5.33M | Buy |
61,806
+238
| +0.4% | +$19.1K | 0.01% | 536 |
|
|
2023
Q4 | $4.84M | Buy |
61,568
+36,058
| +141% | +$2.61M | 0.01% | 567 |
|
|
2023
Q3 | $1.84M | Sell |
25,510
-107,585
| -81% | -$8.35M | ﹤0.01% | 699 |
|
|
2023
Q2 | $10.1M | Buy |
133,095
+4,522
| +4% | +$326K | 0.03% | 432 |
|
|
2023
Q1 | $9.56M | Buy |
128,573
+16,480
| +15% | +$1.4M | 0.03% | 441 |
|
|
2022
Q4 | $9.41M | Buy |
112,093
+9,721
| +9% | +$834K | 0.03% | 447 |
|
|
2022
Q3 | $7.39M | Buy |
102,372
+8,591
| +9% | +$617K | 0.02% | 455 |
|
|
2022
Q2 | $6.26M | Buy |
93,781
+25,404
| +37% | +$1.79M | 0.02% | 480 |
|
|
2022
Q1 | $5.02M | Sell |
68,377
-25,658
| -27% | -$1.86M | 0.01% | 553 |
|
|
2021
Q4 | $6.8M | Sell |
94,035
-43,907
| -32% | -$3.06M | 0.01% | 506 |
|
|
2021
Q3 | $8.88M | Buy |
137,942
+47,522
| +53% | +$3.05M | 0.02% | 475 |
|
|
2021
Q2 | $5.71M | Buy |
90,420
+3,738
| +4% | +$239K | 0.01% | 560 |
|
|
2021
Q1 | $5.2M | Sell |
86,682
-39,391
| -31% | -$2.2M | 0.01% | 560 |
|
|
2020
Q4 | $6.25M | Sell |
126,073
-355,828
| -74% | -$16.3M | 0.02% | 516 |
|
|
2020
Q3 | $19.4M | Buy |
481,901
+370,177
| +331% | +$15.8M | 0.06% | 300 |
|
|
2020
Q2 | $4.64M | Sell |
111,724
-22,644
| -17% | -$826K | 0.02% | 549 |
|
|
2020
Q1 | $4.21M | Buy |
134,368
+1,031
| +0.8% | +$48.8K | 0.02% | 572 |
|
|
2019
Q4 | $7.33M | Sell |
133,337
-20,784
| -13% | -$1.14M | 0.02% | 539 |
|
|
2019
Q3 | $8.81M | Sell |
154,121
-99,002
| -39% | -$5.57M | 0.03% | 497 |
|
|
2019
Q2 | $14.7M | Buy |
253,123
+2,880
| +1% | +$159K | 0.05% | 395 |
|
|
2019
Q1 | $12.6M | Sell |
250,243
-79,775
| -24% | -$3.95M | 0.05% | 430 |
|
|
2018
Q4 | $14.5M | Buy |
330,018
+35,054
| +12% | +$1.73M | 0.07% | 347 |
|
|
2018
Q3 | $17.3M | Buy |
294,964
+110,517
| +60% | +$6.16M | 0.07% | 329 |
|
|
2018
Q2 | $9.77M | Sell |
184,447
-107,376
| -37% | -$6.24M | 0.04% | 406 |
|
|
2018
Q1 | $17.8M | Sell |
291,823
-244,001
| -46% | -$16.1M | 0.08% | 283 |
|
|
2017
Q4 | $37.8M | Sell |
535,824
-52,895
| -9% | -$3.64M | 0.2% | 140 |
|
|
2017
Q3 | $37.9M | Buy |
588,719
+92,391
| +19% | +$5.94M | 0.24% | 117 |
|
|
2017
Q2 | $31.8M | Buy |
496,328
+14,586
| +3% | +$925K | 0.2% | 136 |
|
|
2017
Q1 | $30.4M | Sell |
481,742
-14,576
| -3% | -$889K | 0.2% | 139 |
|
|
2016
Q4 | $28.7M | Buy |
496,318
+128,587
| +35% | +$7.21M | 0.22% | 134 |
|
|
2016
Q3 | $18.9M | Buy |
367,731
+6,406
| +2% | +$300K | 0.14% | 183 |
|
|
2016
Q2 | $14.9M | Buy |
361,325
+81,200
| +29% | +$3.43M | 0.11% | 203 |
|
|
2016
Q1 | $11.1M | Hold |
280,125
| – | – | 0.09% | 229 |
|
|
2015
Q4 | $12.6M | Sell |
280,125
-18,385
| -6% | -$897K | 0.11% | 213 |
|
|
2015
Q3 | $14.1M | Sell |
298,510
-17,800
| -6% | -$922K | 0.11% | 233 |
|
|
2015
Q2 | $16.2M | Buy |
316,310
+57,500
| +22% | +$2.98M | 0.12% | 211 |
|
|
2015
Q1 | $13.3M | Sell |
258,810
-500
| -0.2% | -$25.1K | 0.1% | 241 |
|
|
2014
Q4 | $13.5M | Sell |
259,310
-20,952
| -7% | -$1.09M | 0.1% | 244 |
|
|
2014
Q3 | $14.7M | Sell |
280,262
-61,535
| -18% | -$3.22M | 0.11% | 214 |
|
|
2014
Q2 | $17.3M | Sell |
341,797
-10,033
| -3% | -$472K | 0.12% | 196 |
|
|
2014
Q1 | $16.2M | Sell |
351,830
-65,500
| -16% | -$3M | 0.12% | 197 |
|
|
2013
Q4 | $20.6M | Buy |
417,330
+345,000
| +477% | +$16.4M | 0.17% | 148 |
|
|
2013
Q3 | $3.1M | Buy |
72,330
+535
| +0.7% | +$22.3K | 0.03% | 319 |
|
|
2013
Q2 | $2.69M | Buy |
+71,795
| New | +$2.63M | 0.03% | 331 |
|
Other funds holding PFG
NLI
Robeco Institutional Asset Management's PFG Position: Q2 2026 in Review
Robeco Institutional Asset Management increased its Principal Financial Group (PFG) stake by 47% in Q2 2026, buying an estimated $6.15M and bringing the position to 189,516 shares worth $20.4M. The position accounts for 0.03% of the portfolio, ranked #360.
Robeco Institutional Asset Management first reported a position in PFG in Q2 2013 and has held it in 53 quarters since. The position peaked at $37.9M in Q3 2017. 550 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Robeco Institutional Asset Management held 189,516 shares of Principal Financial Group worth $20.4M as of Q2 2026.
- Robeco Institutional Asset Management bought 60,611 Principal Financial Group shares in Q2 2026, an estimated $6.15M.
- Principal Financial Group made up 0.03% of Robeco Institutional Asset Management's portfolio in Q2 2026, its #360 holding.
- Robeco Institutional Asset Management first reported a position in Principal Financial Group in Q2 2013 and has held it in 53 quarters since.
- Robeco Institutional Asset Management's Principal Financial Group position peaked at $37.9M in Q3 2017.
- 550 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Robeco Institutional Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.