Sumitomo Mitsui Trust Group
PFG icon

Sumitomo Mitsui Trust Group’s Principal Financial Group PFG Stock Holding History

Sumitomo Mitsui Trust Group’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 		$45.9M Sell
509,894
-13,965
-3% -$1.28M 0.03% 466
2025
Q4 		$46.2M Sell
523,859
-100,609
-16% -$8.49M 0.03% 488
2025
Q3 		$51.8M Buy
624,468
+73,756
+13% +$5.9M 0.03% 463
2025
Q2 		$43.7M Buy
550,712
+24,063
+5% +$1.85M 0.03% 489
2025
Q1 		$44.4M Buy
526,649
+13,483
+3% +$1.12M 0.03% 477
2024
Q4 		$39.7M Sell
513,166
-9,694
-2% -$817K 0.03% 511
2024
Q3 		$44.9M Sell
522,860
-48,628
-9% -$3.93M 0.03% 471
2024
Q2 		$44.8M Sell
571,488
-121,206
-17% -$9.84M 0.03% 455
2024
Q1 		$59.8M Buy
692,694
+43,190
+7% +$3.47M 0.04% 433
2023
Q4 		$51.1M Sell
649,504
-19,003
-3% -$1.38M 0.04% 467
2023
Q3 		$48.2M Sell
668,507
-8,362
-1% -$649K 0.04% 465
2023
Q2 		$51.3M Sell
676,869
-68,228
-9% -$4.92M 0.04% 460
2023
Q1 		$55.4M Sell
745,097
-83,592
-10% -$7.09M 0.04% 466
2022
Q4 		$69.5M Buy
828,689
+76,470
+10% +$6.56M 0.06% 398
2022
Q3 		$54.3M Sell
752,219
-13,181
-2% -$947K 0.04% 459
2022
Q2 		$51.1M Buy
765,400
+18,894
+3% +$1.33M 0.04% 503
2022
Q1 		$54.8M Sell
746,506
-11,710
-2% -$848K 0.04% 511
2021
Q4 		$54.8M Sell
758,216
-201,882
-21% -$14.1M 0.03% 518
2021
Q3 		$61.8M Buy
960,098
+110,022
+13% +$7.06M 0.04% 480
2021
Q2 		$53.7M Sell
850,076
-54,528
-6% -$3.49M 0.03% 535
2021
Q1 		$54.2M Sell
904,604
-39,057
-4% -$2.18M 0.03% 517
2020
Q4 		$46.8M Sell
943,661
-196,419
-17% -$9M 0.03% 558
2020
Q3 		$45.9M Sell
1,140,080
-74,513
-6% -$3.18M 0.03% 512
2020
Q2 		$50.5M Sell
1,214,593
-881
-0.1% -$32.1K 0.04% 492
2020
Q1 		$38.1M Buy
1,215,474
+52,209
+4% +$2.47M 0.03% 513
2019
Q4 		$64M Buy
1,163,265
+7,090
+0.6% +$388K 0.05% 391
2019
Q3 		$66.1M Buy
1,156,175
+84,206
+8% +$4.74M 0.06% 358
2019
Q2 		$62.1M Sell
1,071,969
-10,162
-0.9% -$560K 0.06% 361
2019
Q1 		$54.3M Sell
1,082,131
-8,024
-0.7% -$398K 0.05% 395
2018
Q4 		$47.5M Buy
1,090,155
+167,145
+18% +$8.23M 0.05% 391
2018
Q3 		$54.1M Buy
923,010
+25,845
+3% +$1.44M 0.06% 351
2018
Q2 		$47.5M Buy
897,165
+74,415
+9% +$4.32M 0.06% 377
2018
Q1 		$50.1M Sell
822,750
-91,442
-10% -$6.02M 0.06% 325
2017
Q4 		$64.5M Sell
914,192
-47,182
-5% -$3.25M 0.08% 263
2017
Q3 		$61.9M Buy
961,374
+81,084
+9% +$5.22M 0.09% 260
2017
Q2 		$56.4M Buy
880,290
+51,350
+6% +$3.26M 0.08% 274
2017
Q1 		$52.3M Buy
828,940
+22,952
+3% +$1.4M 0.08% 282
2016
Q4 		$46.6M Sell
805,988
-6,242
-0.8% -$350K 0.08% 298
2016
Q3 		$41.8M Sell
812,230
-2,992
-0.4% -$140K 0.07% 322
2016
Q2 		$33.5M Sell
815,222
-16,515
-2% -$697K 0.06% 368
2016
Q1 		$32.8M Buy
831,737
+11,588
+1% +$446K 0.06% 374
2015
Q4 		$37.3M Sell
820,149
-50,879
-6% -$2.48M 0.07% 326
2015
Q3 		$41.2M Buy
871,028
+7,580
+0.9% +$393K 0.08% 291
2015
Q2 		$44.3M Sell
863,448
-29,993
-3% -$1.56M 0.08% 289
2015
Q1 		$45.9M Buy
893,441
+192,346
+27% +$9.67M 0.08% 287
2014
Q4 		$37.1M Sell
701,095
-10,874
-2% -$564K 0.07% 315
2014
Q3 		$37.4M Sell
711,969
-23,201
-3% -$1.21M 0.07% 307
2014
Q2 		$37.1M Sell
735,170
-6,285
-0.8% -$296K 0.08% 303
2014
Q1 		$34.1M Sell
741,455
-15,055
-2% -$689K 0.07% 326
2013
Q4 		$37.2M Sell
756,510
-94,018
-11% -$4.47M 0.08% 301
2013
Q3 		$36.4M Sell
850,528
-2,091
-0.2% -$87.2K 0.08% 300
2013
Q2 		$31.9M Buy
+852,619
New +$31.2M 0.07% 319

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

Sumitomo Mitsui Trust Group's PFG Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Principal Financial Group (PFG) stake by 2.7% in Q1 2026, selling an estimated $1.28M and leaving 509,894 shares worth $45.9M. The position accounts for 0.03% of the portfolio, ranked #466.

Sumitomo Mitsui Trust Group first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $69.5M in Q4 2022. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 509,894 shares of Principal Financial Group worth $45.9M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 13,965 Principal Financial Group shares in Q1 2026, an estimated $1.28M.
  • Principal Financial Group made up 0.03% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #466 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Mitsui Trust Group's Principal Financial Group position peaked at $69.5M in Q4 2022.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.