SS
PFG icon

SBI Securities’s Principal Financial Group PFG Stock Holding History

SBI Securities’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 		$20.5K Buy
190
+11
+6% +$1.12K ﹤0.01% 1541
2026
Q1 		$16.1K Hold
179
– – ﹤0.01% 1547
2025
Q4 		$15.8K Sell
179
-6
-3% -$506 ﹤0.01% 1534
2025
Q3 		$15.3K Hold
185
– – ﹤0.01% 1564
2025
Q2 		$14.7K Sell
185
-24
-11% -$1.84K ﹤0.01% 1531
2025
Q1 		$17.6K Buy
209
+24
+13% +$2K ﹤0.01% 1379
2024
Q4 		$14.3K Buy
+185
New +$15.6K ﹤0.01% 1491

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

SBI Securities's PFG Position: Q2 2026 in Review

SBI Securities increased its Principal Financial Group (PFG) stake by 6.1% in Q2 2026, buying an estimated $1.12K and bringing the position to 190 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

SBI Securities first reported a position in PFG in Q4 2024 and has held it in 7 quarters since. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • SBI Securities held 190 shares of Principal Financial Group worth $20.5K as of Q2 2026.
  • SBI Securities bought 11 Principal Financial Group shares in Q2 2026, an estimated $1.12K.
  • Principal Financial Group made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1541 holding.
  • SBI Securities first reported a position in Principal Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.