Rossby Financial
PFG icon

Rossby Financial’s Principal Financial Group PFG Stock Holding History

Rossby 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
Q3 		$72K Buy
643
+276
+75% +$31.2K 0.01% 800
2026
Q2 		$39.6K Sell
367
-340
-48% -$34.5K 0.01% 774
2026
Q1 		$63.7K Buy
707
+544
+334% +$49.7K 0.01% 675
2025
Q4 		$14.4K Buy
163
+34
+26% +$2.87K ﹤0.01% 820
2025
Q3 		$10.7K Buy
129
+56
+77% +$4.48K ﹤0.01% 841
2025
Q2 		$5.8K Sell
73
-217
-75% -$16.7K ﹤0.01% 873
2025
Q1 		$21.3K Buy
+290
New +$24.1K 0.01% 606

Other funds holding PFG

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
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

Rossby Financial's PFG Position: Q3 2026 in Review

Rossby Financial increased its Principal Financial Group (PFG) stake by 75% in Q3 2026, buying an estimated $31.2K and bringing the position to 643 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #800.

Rossby Financial first reported a position in PFG in Q1 2025 and has held it in 7 quarters since. 494 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Rossby Financial held 643 shares of Principal Financial Group worth $72K as of Q3 2026.
  • Rossby Financial bought 276 Principal Financial Group shares in Q3 2026, an estimated $31.2K.
  • Principal Financial Group made up 0.01% of Rossby Financial's portfolio in Q3 2026, its #800 holding.
  • Rossby Financial first reported a position in Principal Financial Group in Q1 2025 and has held it in 7 quarters since.
  • 494 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.