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PFG icon

SignatureFD’s Principal Financial Group PFG Stock Holding History

SignatureFD’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
Q1 		$233K Buy
2,582
+152
+6% +$13.9K ﹤0.01% 921
2025
Q4 		$214K Buy
2,430
+31
+1% +$2.62K ﹤0.01% 934
2025
Q3 		$199K Sell
2,399
-44
-2% -$3.52K ﹤0.01% 965
2025
Q2 		$194K Sell
2,443
-102
-4% -$7.83K ﹤0.01% 930
2025
Q1 		$215K Sell
2,545
-10
-0.4% -$832 ﹤0.01% 846
2024
Q4 		$198K Buy
2,555
+98
+4% +$8.26K ﹤0.01% 879
2024
Q3 		$211K Sell
2,457
-324
-12% -$26.2K ﹤0.01% 835
2024
Q2 		$218K Buy
2,781
+5
+0.2% +$406 ﹤0.01% 784
2024
Q1 		$240K Buy
2,776
+29
+1% +$2.33K 0.01% 760
2023
Q4 		$216K Sell
2,747
-263
-9% -$19K 0.01% 759
2023
Q3 		$217K Buy
3,010
+600
+25% +$46.6K 0.01% 715
2023
Q2 		$183K Sell
2,410
-33
-1% -$2.38K ﹤0.01% 792
2023
Q1 		$182K Sell
2,443
-102
-4% -$8.65K 0.01% 759
2022
Q4 		$214K Sell
2,545
-14
-0.5% -$1.2K 0.01% 687
2022
Q3 		$185K Sell
2,559
-763
-23% -$54.8K 0.01% 704
2022
Q2 		$222K Sell
3,322
-455
-12% -$32K 0.01% 662
2022
Q1 		$277K Buy
3,777
+69
+2% +$5K 0.01% 613
2021
Q4 		$268K Buy
3,708
+658
+22% +$45.9K 0.01% 607
2021
Q3 		$196K Buy
3,050
+568
+23% +$36.5K 0.01% 695
2021
Q2 		$157K Buy
2,482
+190
+8% +$12.1K 0.01% 767
2021
Q1 		$137K Buy
2,292
+128
+6% +$7.13K 0.01% 743
2020
Q4 		$107K Buy
2,164
+239
+12% +$10.9K 0.01% 751
2020
Q3 		$78K Sell
1,925
-31
-2% -$1.32K ﹤0.01% 797
2020
Q2 		$81K Sell
1,956
-77
-4% -$2.81K ﹤0.01% 759
2020
Q1 		$64K Sell
2,033
-477
-19% -$22.6K 0.01% 802
2019
Q4 		$138K Sell
2,510
-136
-5% -$7.44K 0.01% 589
2019
Q3 		$151K Sell
2,646
-855
-24% -$48.1K 0.01% 500
2019
Q2 		$203K Buy
3,501
+452
+15% +$24.9K 0.02% 385
2019
Q1 		$153K Sell
3,049
-117
-4% -$5.8K 0.01% 478
2018
Q4 		$140K Buy
3,166
+1,798
+131% +$88.5K 0.01% 468
2018
Q3 		$80K Sell
1,368
-838
-38% -$46.7K 0.01% 727
2018
Q2 		$117K Buy
2,206
+736
+50% +$42.8K 0.01% 568
2018
Q1 		$90K Sell
1,470
-5,081
-78% -$334K 0.01% 575
2017
Q4 		$462K Buy
6,551
+36
+0.6% +$2.48K 0.06% 157
2017
Q3 		$419K Buy
6,515
+41
+0.6% +$2.64K 0.06% 154
2017
Q2 		$415K Buy
6,474
+171
+3% +$10.8K 0.06% 141
2017
Q1 		$398K Sell
6,303
-21
-0.3% -$1.28K 0.06% 158
2016
Q4 		$366K Buy
6,324
+20
+0.3% +$1.12K 0.06% 132
2016
Q3 		$325K Buy
6,304
+107
+2% +$5K 0.05% 152
2016
Q2 		$255K Buy
6,197
+50
+0.8% +$2.11K 0.04% 157
2016
Q1 		$242K Buy
6,147
+254
+4% +$9.77K 0.04% 148
2015
Q4 		$265K Sell
5,893
-4,320
-42% -$211K 0.05% 120
2015
Q3 		$483K Sell
10,213
-14
-0.1% -$725 0.11% 56
2015
Q2 		$525K Buy
10,227
+153
+2% +$7.94K 0.11% 57
2015
Q1 		$518K Sell
10,074
-97
-1% -$4.87K 0.13% 55
2014
Q4 		$528K Buy
10,171
+871
+9% +$45.1K 0.13% 60
2014
Q3 		$488K Hold
9,300
– – 0.16% 53
2014
Q2 		$469K Hold
9,300
– – 0.16% 53
2014
Q1 		$428K Hold
9,300
– – 0.17% 46
2013
Q4 		$459K Hold
9,300
– – 0.17% 47
2013
Q3 		$398K Hold
9,300
– – 0.17% 46
2013
Q2 		$348K Buy
+9,300
New +$340K 0.18% 56

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $733B AUM 35.63% 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 $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SignatureFD's PFG Position: Q1 2026 in Review

SignatureFD increased its Principal Financial Group (PFG) stake by 6.3% in Q1 2026, buying an estimated $13.9K and bringing the position to 2,582 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

SignatureFD first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $528K in Q4 2014. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • SignatureFD held 2,582 shares of Principal Financial Group worth $233K as of Q1 2026.
  • SignatureFD bought 152 Principal Financial Group shares in Q1 2026, an estimated $13.9K.
  • Principal Financial Group made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #921 holding.
  • SignatureFD first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
  • SignatureFD's Principal Financial Group position peaked at $528K in Q4 2014.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.