SCM
PFG icon

Sterling Capital Management’s Principal Financial Group PFG Stock Holding History

Sterling Capital Management’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 		$924K Buy
8,569
+1,235
+17% +$125K 0.02% 577
2026
Q1 		$661K Sell
7,334
-5,568
-43% -$509K 0.01% 644
2025
Q4 		$1.14M Sell
12,902
-829
-6% -$70K 0.02% 600
2025
Q3 		$1.14M Sell
13,731
-1,052
-7% -$84.1K 0.02% 594
2025
Q2 		$1.17M Buy
14,783
+2,167
+17% +$166K 0.02% 569
2025
Q1 		$1.06M Sell
12,616
-869
-6% -$72.3K 0.02% 594
2024
Q4 		$1.04M Buy
13,485
+4,731
+54% +$399K 0.01% 621
2024
Q3 		$752K Buy
+8,754
New +$707K 0.01% 679
2019
Q3 		$2.24M Buy
39,250
+25,650
+189% +$1.44M 0.02% 386
2019
Q2 		$788K Buy
+13,600
New +$749K 0.01% 672
2018
Q1 		– Sell
-42,959
Closed -$3.03M – 880
2017
Q4 		$3.03M Hold
42,959
– – 0.03% 328
2017
Q3 		$2.76M Hold
42,959
– – 0.03% 331
2017
Q2 		$2.75M Sell
42,959
-16
-0% -$1.01K 0.03% 319
2017
Q1 		$2.71M Buy
42,975
+4,125
+11% +$252K 0.03% 316
2016
Q4 		$2.25M Buy
38,850
+2,820
+8% +$158K 0.02% 345
2016
Q3 		$1.86M Buy
+36,030
New +$1.68M 0.02% 402
2014
Q4 		– Sell
-23,634
Closed -$1.24M – 947
2014
Q3 		$1.24M Hold
23,634
– – 0.02% 557
2014
Q2 		$1.19M Sell
23,634
-412
-2% -$19.4K 0.01% 562
2014
Q1 		$1.11M Hold
24,046
– – 0.01% 559
2013
Q4 		$1.19M Buy
24,046
+562
+2% +$26.7K 0.01% 350
2013
Q3 		$1.01M Buy
+23,484
New +$979K 0.01% 260

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

Sterling Capital Management's PFG Position: Q2 2026 in Review

Sterling Capital Management increased its Principal Financial Group (PFG) stake by 17% in Q2 2026, buying an estimated $125K and bringing the position to 8,569 shares worth $924K. The position accounts for 0.02% of the portfolio, ranked #577.

Sterling Capital Management first reported a position in PFG in Q3 2013 and has held it in 21 quarters since. The position peaked at $3.03M in Q4 2017. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Sterling Capital Management held 8,569 shares of Principal Financial Group worth $924K as of Q2 2026.
  • Sterling Capital Management bought 1,235 Principal Financial Group shares in Q2 2026, an estimated $125K.
  • Principal Financial Group made up 0.02% of Sterling Capital Management's portfolio in Q2 2026, its #577 holding.
  • Sterling Capital Management first reported a position in Principal Financial Group in Q3 2013 and has held it in 21 quarters since.
  • Sterling Capital Management's Principal Financial Group position peaked at $3.03M in Q4 2017.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.