State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s Principal Financial Group PFG Stock Holding History

State of Wisconsin Investment Board’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 		$18.1M Sell
200,708
-16,503
-8% -$1.51M 0.04% 380
2025
Q4 		$19.2M Buy
217,211
+11,867
+6% +$1M 0.04% 367
2025
Q3 		$17M Sell
205,344
-5,735
-3% -$458K 0.04% 402
2025
Q2 		$16.8M Buy
211,079
+76,414
+57% +$5.87M 0.04% 394
2025
Q1 		$11.4M Buy
134,665
+1,633
+1% +$136K 0.03% 561
2024
Q4 		$10.3M Sell
133,032
-38,058
-22% -$3.21M 0.03% 632
2024
Q3 		$14.7M Buy
171,090
+1
+0% +$81 0.04% 476
2024
Q2 		$13.4M Buy
171,089
+3,288
+2% +$267K 0.04% 456
2024
Q1 		$14.5M Sell
167,801
-21,081
-11% -$1.69M 0.04% 455
2023
Q4 		$14.9M Buy
188,882
+24,651
+15% +$1.79M 0.04% 414
2023
Q3 		$11.8M Buy
164,231
+32,943
+25% +$2.56M 0.04% 478
2023
Q2 		$9.96M Sell
131,288
-1,817
-1% -$131K 0.03% 606
2023
Q1 		$9.89M Sell
133,105
-671
-0.5% -$56.9K 0.03% 590
2022
Q4 		$11.2M Sell
133,776
-11,703
-8% -$1M 0.04% 504
2022
Q3 		$10.5M Sell
145,479
-99,785
-41% -$7.17M 0.03% 540
2022
Q2 		$16.4M Sell
245,264
-7,812
-3% -$549K 0.04% 427
2022
Q1 		$18.6M Buy
253,076
+47,321
+23% +$3.43M 0.04% 465
2021
Q4 		$14.9M Sell
205,755
-10,943
-5% -$764K 0.03% 604
2021
Q3 		$14M Buy
216,698
+533
+0.2% +$34.2K 0.03% 623
2021
Q2 		$13.7M Sell
216,165
-5,572
-3% -$356K 0.03% 618
2021
Q1 		$13.3M Buy
221,737
+37,835
+21% +$2.11M 0.03% 616
2020
Q4 		$9.12M Sell
183,902
-42,050
-19% -$1.93M 0.02% 718
2020
Q3 		$9.1M Buy
225,952
+310
+0.1% +$13.2K 0.02% 673
2020
Q2 		$9.37M Buy
225,642
+70
+0% +$2.55K 0.03% 617
2020
Q1 		$7.07M Buy
225,572
+7,727
+4% +$366K 0.02% 636
2019
Q4 		$12M Buy
217,845
+98,220
+82% +$5.38M 0.03% 586
2019
Q3 		$6.83M Buy
119,625
+9,951
+9% +$560K 0.02% 746
2019
Q2 		$6.35M Sell
109,674
-31,618
-22% -$1.74M 0.02% 758
2019
Q1 		$7.09M Sell
141,292
-6,540
-4% -$324K 0.02% 742
2018
Q4 		$6.53M Sell
147,832
-79,410
-35% -$3.91M 0.02% 697
2018
Q3 		$13.3M Sell
227,242
-21,276
-9% -$1.19M 0.04% 508
2018
Q2 		$13.2M Buy
248,518
+45,052
+22% +$2.62M 0.04% 517
2018
Q1 		$12.4M Sell
203,466
-2,822
-1% -$186K 0.04% 533
2017
Q4 		$14.6M Buy
206,288
+4,213
+2% +$290K 0.04% 459
2017
Q3 		$13M Buy
202,075
+20,747
+11% +$1.33M 0.04% 482
2017
Q2 		$11.6M Buy
181,328
+62,930
+53% +$3.99M 0.04% 492
2017
Q1 		$7.47M Buy
118,398
+66,551
+128% +$4.06M 0.03% 635
2016
Q4 		$3M Buy
51,847
+7,676
+17% +$430K 0.01% 889
2016
Q3 		$2.27M Sell
44,171
-34,900
-44% -$1.63M 0.01% 1071
2016
Q2 		$3.25M Sell
79,071
-30,760
-28% -$1.3M 0.01% 905
2016
Q1 		$4.33M Sell
109,831
-8,710
-7% -$335K 0.02% 816
2015
Q4 		$5.33M Sell
118,541
-1,800
-1% -$87.9K 0.02% 737
2015
Q3 		$5.7M Sell
120,341
-6,150
-5% -$319K 0.02% 722
2015
Q2 		$6.49M Buy
126,491
+2,560
+2% +$133K 0.02% 730
2015
Q1 		$6.37M Sell
123,931
-6,120
-5% -$308K 0.02% 734
2014
Q4 		$6.75M Buy
130,051
+13,100
+11% +$679K 0.02% 702
2014
Q3 		$6.14M Sell
116,951
-23,540
-17% -$1.23M 0.02% 723
2014
Q2 		$7.09M Sell
140,491
-69,255
-33% -$3.26M 0.03% 697
2014
Q1 		$9.65M Buy
209,746
+300
+0.1% +$13.7K 0.04% 577
2013
Q4 		$10.3M Sell
209,446
-6,300
-3% -$299K 0.04% 540
2013
Q3 		$9.24M Sell
215,746
-16,730
-7% -$698K 0.04% 581
2013
Q2 		$8.71M Buy
+232,476
New +$8.51M 0.04% 596

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

State of Wisconsin Investment Board's PFG Position: Q1 2026 in Review

State of Wisconsin Investment Board reduced its Principal Financial Group (PFG) stake by 7.6% in Q1 2026, selling an estimated $1.51M and leaving 200,708 shares worth $18.1M. The position accounts for 0.04% of the portfolio, ranked #380.

State of Wisconsin Investment Board first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.2M in Q4 2025. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • State of Wisconsin Investment Board held 200,708 shares of Principal Financial Group worth $18.1M as of Q1 2026.
  • State of Wisconsin Investment Board sold 16,503 Principal Financial Group shares in Q1 2026, an estimated $1.51M.
  • Principal Financial Group made up 0.04% of State of Wisconsin Investment Board's portfolio in Q1 2026, its #380 holding.
  • State of Wisconsin Investment Board first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
  • State of Wisconsin Investment Board's Principal Financial Group position peaked at $19.2M in Q4 2025.
  • 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2026, filed 15 May 2026.