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SJS Investment Consulting’s Principal Financial Group PFG Stock Holding History

SJS Investment Consulting’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 		$47K Buy
436
+3
+0.7% +$305 0.01% 484
2026
Q1 		$39K Hold
433
– – ﹤0.01% 476
2025
Q4 		$38.2K Buy
433
+266
+159% +$22.5K ﹤0.01% 446
2025
Q3 		$13.8K Buy
167
+2
+1% +$160 ﹤0.01% 581
2025
Q2 		$13.1K Sell
165
-15
-8% -$1.15K ﹤0.01% 320
2025
Q1 		$15.2K Hold
180
– – ﹤0.01% 316
2024
Q4 		$13.9K Sell
180
-5
-3% -$421 ﹤0.01% 319
2024
Q3 		$15.9K Buy
185
+151
+444% +$12.2K ﹤0.01% 315
2024
Q2 		$2.67K Hold
34
– – ﹤0.01% 607
2024
Q1 		$2.94K Buy
34
+5
+17% +$401 ﹤0.01% 601
2023
Q4 		$2.28K Sell
29
-14
-33% -$1.01K ﹤0.01% 609
2023
Q3 		$3.1K Buy
43
+2
+5% +$155 ﹤0.01% 471
2023
Q2 		$3.11K Buy
41
+17
+71% +$1.23K ﹤0.01% 453
2023
Q1 		$1.78K Sell
24
-17
-41% -$1.44K ﹤0.01% 644
2022
Q4 		$3.44K Buy
41
+22
+116% +$1.89K ﹤0.01% 431
2022
Q3 		$1K Buy
+19
New +$1.36K ﹤0.01% 858
2022
Q1 		$0 Buy
+5
New +$362 ﹤0.01% 1182

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

SJS Investment Consulting's PFG Position: Q2 2026 in Review

SJS Investment Consulting increased its Principal Financial Group (PFG) stake by 0.69% in Q2 2026, buying an estimated $305 and bringing the position to 436 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #484.

SJS Investment Consulting first reported a position in PFG in Q1 2022 and has held it in 17 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • SJS Investment Consulting held 436 shares of Principal Financial Group worth $47K as of Q2 2026.
  • SJS Investment Consulting bought 3 Principal Financial Group shares in Q2 2026, an estimated $305.
  • Principal Financial Group made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #484 holding.
  • SJS Investment Consulting first reported a position in Principal Financial Group in Q1 2022 and has held it in 17 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.