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Siemens Fonds Invest’s Principal Financial Group PFG Stock Holding History

Siemens Fonds Invest’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 		$2.5M Buy
23,202
+526
+2% +$53.4K 0.12% 170
2026
Q1 		$2.04M Hold
22,676
– – 0.12% 184
2025
Q4 		$2.02M Sell
22,676
-8,054
-26% -$680K 0.11% 187
2025
Q3 		$2.55M Buy
30,730
+5,650
+23% +$452K 0.14% 168
2025
Q2 		$1.99M Buy
25,080
+529
+2% +$40.6K 0.12% 177
2025
Q1 		$2.07M Sell
24,551
-201
-0.8% -$16.7K 0.14% 173
2024
Q4 		$1.91M Buy
24,752
+713
+3% +$60.1K 0.13% 181
2024
Q3 		$2.07M Sell
24,039
-853
-3% -$68.9K 0.16% 162
2024
Q2 		$1.95M Hold
24,892
– – 0.15% 164
2024
Q1 		$2.15M Sell
24,892
-129
-0.5% -$10.4K 0.17% 169
2023
Q4 		$1.97M Sell
25,021
-3,857
-13% -$279K 0.16% 178
2023
Q3 		$2.08M Sell
28,878
-2,980
-9% -$231K 0.21% 132
2023
Q2 		$2.4M Sell
31,858
-567
-2% -$40.9K 0.23% 119
2023
Q1 		$2.41M Sell
32,425
-24
-0.1% -$2.04K 0.25% 115
2022
Q4 		$2.72M Sell
32,449
-972
-3% -$83.4K 0.27% 103
2022
Q3 		$2.41M Buy
33,421
+872
+3% +$62.6K 0.28% 107
2022
Q2 		$2.17M Sell
32,549
-40
-0.1% -$2.81K 0.23% 120
2022
Q1 		$2.39M Buy
32,589
+779
+2% +$56.4K 0.19% 127
2021
Q4 		$2.29M Sell
31,810
-4,604
-13% -$321K 0.15% 140
2021
Q3 		$2.35M Buy
36,414
+1,106
+3% +$71K 0.16% 126
2021
Q2 		$2.23M Sell
35,308
-4,262
-11% -$272K 0.27% 109
2021
Q1 		$2.37M Sell
39,570
-3,548
-8% -$198K 0.23% 127
2020
Q4 		$2.1M Buy
+43,118
New +$1.98M 0.22% 122

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

Siemens Fonds Invest's PFG Position: Q2 2026 in Review

Siemens Fonds Invest increased its Principal Financial Group (PFG) stake by 2.3% in Q2 2026, buying an estimated $53.4K and bringing the position to 23,202 shares worth $2.5M. The position accounts for 0.12% of the portfolio, ranked #170.

Siemens Fonds Invest first reported a position in PFG in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.72M in Q4 2022. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Siemens Fonds Invest held 23,202 shares of Principal Financial Group worth $2.5M as of Q2 2026.
  • Siemens Fonds Invest bought 526 Principal Financial Group shares in Q2 2026, an estimated $53.4K.
  • Principal Financial Group made up 0.12% of Siemens Fonds Invest's portfolio in Q2 2026, its #170 holding.
  • Siemens Fonds Invest first reported a position in Principal Financial Group in Q4 2020 and has held it in 23 quarters since.
  • Siemens Fonds Invest's Principal Financial Group position peaked at $2.72M in Q4 2022.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.