Royal Bank of Canada
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Royal Bank of Canada’s Principal Financial Group PFG Stock Holding History

Royal Bank of Canada’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
2013
Q4 		– Sell
-58,500
Closed -$2.5M – 6080
2013
Q3 		$2.5M Buy
+58,500
New +$2.44M ﹤0.01% 2052

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 $846B AUM 46.74% 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 $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royal Bank of Canada's PFG Position: Q1 2026 in Review

Royal Bank of Canada increased its Principal Financial Group (PFG) stake by 14% in Q1 2026, buying an estimated $9.96M and bringing the position to 877,645 shares worth $79.1M. The position accounts for 0.01% of the portfolio, ranked #724.

Royal Bank of Canada first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $167M in Q4 2022. 912 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Royal Bank of Canada held 877,645 shares of Principal Financial Group worth $79.1M as of Q1 2026.
  • Royal Bank of Canada bought 108,963 Principal Financial Group shares in Q1 2026, an estimated $9.96M.
  • Principal Financial Group made up 0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #724 holding.
  • Royal Bank of Canada first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
  • Royal Bank of Canada's Principal Financial Group position peaked at $167M in Q4 2022.
  • 912 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.