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Sachetta’s Principal Financial Group PFG Stock Holding History

Sachetta’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
Q2 		$17.5K Buy
162
+40
+33% +$4.06K 0.01% 328
2026
Q1 		$11K Buy
122
+7
+6% +$640 0.01% 423
2025
Q4 		$10.1K Hold
115
– – 0.01% 398
2025
Q3 		$9.54K Hold
115
– – ﹤0.01% 477
2025
Q2 		$9.13K Hold
115
– – ﹤0.01% 464
2025
Q1 		$9.7K Sell
115
-2
-2% -$166 ﹤0.01% 430
2024
Q4 		$9.06K Buy
117
+2
+2% +$169 ﹤0.01% 463
2024
Q3 		$9.88K Sell
115
-7
-6% -$565 ﹤0.01% 465
2024
Q2 		$9.98K Buy
122
+7
+6% +$568 ﹤0.01% 439
2024
Q1 		$9.05K Hold
115
– – ﹤0.01% 429
2023
Q4 		$9.05K Buy
+115
New +$8.33K ﹤0.01% 429

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Sachetta's PFG Position: Q2 2026 in Review

Sachetta increased its Principal Financial Group (PFG) stake by 33% in Q2 2026, buying an estimated $4.06K and bringing the position to 162 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #328.

Sachetta first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Sachetta held 162 shares of Principal Financial Group worth $17.5K as of Q2 2026.
  • Sachetta bought 40 Principal Financial Group shares in Q2 2026, an estimated $4.06K.
  • Principal Financial Group made up 0.01% of Sachetta's portfolio in Q2 2026, its #328 holding.
  • Sachetta first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.