Squarepoint
PFG icon

Squarepoint’s Principal Financial Group PFG Stock Holding History

Squarepoint’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
2022
Q3 		– Sell
-4,200
Closed -$281K – 3323
2022
Q2 		$281K Buy
+4,200
New +$295K ﹤0.01% 2318

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

Squarepoint's PFG Position: Q1 2026 in Review

Squarepoint increased its Principal Financial Group (PFG) stake by 776% in Q1 2026, buying an estimated $3.78M and bringing the position to 46,661 shares worth $4.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Squarepoint first reported a position in PFG in Q4 2015 and has held it in 34 quarters since. The position peaked at $26.4M in Q3 2025. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Squarepoint held 46,661 shares of Principal Financial Group worth $4.2M as of Q1 2026.
  • Squarepoint bought 41,333 Principal Financial Group shares in Q1 2026, an estimated $3.78M.
  • Principal Financial Group made up ﹤0.01% of Squarepoint's portfolio in Q1 2026, its #1630 holding.
  • Squarepoint first reported a position in Principal Financial Group in Q4 2015 and has held it in 34 quarters since.
  • Squarepoint's Principal Financial Group position peaked at $26.4M in Q3 2025.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Squarepoint's 13F filing for Q1 2026, filed 15 May 2026.