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 $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

Squarepoint's PFG Position: Q2 2026 in Review

Squarepoint increased its Principal Financial Group (PFG) stake by 8.5% in Q2 2026, buying an estimated $404K and bringing the position to 50,636 shares worth $5.46M. The position accounts for 0.01% of the portfolio, ranked #1538.

Squarepoint first reported a position in PFG in Q4 2015 and has held it in 35 quarters since. The position peaked at $26.4M in Q3 2025. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Squarepoint held 50,636 shares of Principal Financial Group worth $5.46M as of Q2 2026.
  • Squarepoint bought 3,975 Principal Financial Group shares in Q2 2026, an estimated $404K.
  • Principal Financial Group made up 0.01% of Squarepoint's portfolio in Q2 2026, its #1538 holding.
  • Squarepoint first reported a position in Principal Financial Group in Q4 2015 and has held it in 35 quarters since.
  • Squarepoint's Principal Financial Group position peaked at $26.4M in Q3 2025.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Squarepoint's 13F filing for Q2 2026, filed 14 Aug 2026.