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TCW Group’s Principal Financial Group PFG Stock Holding History

TCW 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
Q2 		$390K Sell
3,617
-84
-2% -$8.53K ﹤0.01% 547
2026
Q1 		$333K Buy
3,701
+178
+5% +$16.3K ﹤0.01% 545
2025
Q4 		$311K Buy
+3,523
New +$297K ﹤0.01% 568
2017
Q1 		– Sell
-19,750
Closed -$1.14M – 556
2016
Q4 		$1.14M Hold
19,750
– – 0.01% 465
2016
Q3 		$1.02M Hold
19,750
– – 0.01% 476
2016
Q2 		$812K Buy
19,750
+750
+4% +$31.7K 0.01% 525
2016
Q1 		$750K Buy
19,000
+150
+0.8% +$5.77K 0.01% 556
2015
Q4 		$848K Buy
18,850
+100
+0.5% +$4.88K 0.01% 548
2015
Q3 		$888K Buy
18,750
+50
+0.3% +$2.59K 0.01% 536
2015
Q2 		$959K Sell
18,700
-58,350
-76% -$3.03M 0.01% 535
2015
Q1 		$3.96M Buy
77,050
+600
+0.8% +$30.2K 0.02% 445
2014
Q4 		$3.97M Sell
76,450
-57,450
-43% -$2.98M 0.02% 457
2014
Q3 		$7.03M Sell
133,900
-3,200
-2% -$167K 0.03% 393
2014
Q2 		$6.92M Buy
137,100
+550
+0.4% +$25.9K 0.03% 413
2014
Q1 		$6.28M Buy
136,550
+1,150
+0.8% +$52.6K 0.03% 437
2013
Q4 		$6.68M Buy
135,400
+250
+0.2% +$11.9K 0.03% 430
2013
Q3 		$5.79M Sell
135,150
-100
-0.1% -$4.17K 0.03% 458
2013
Q2 		$5.07M Buy
+135,250
New +$4.95M 0.03% 463

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

TCW Group's PFG Position: Q2 2026 in Review

TCW Group reduced its Principal Financial Group (PFG) stake by 2.3% in Q2 2026, selling an estimated $8.53K and leaving 3,617 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

TCW Group first reported a position in PFG in Q2 2013 and has held it in 18 quarters since. The position peaked at $7.03M in Q3 2014. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • TCW Group held 3,617 shares of Principal Financial Group worth $390K as of Q2 2026.
  • TCW Group sold 84 Principal Financial Group shares in Q2 2026, an estimated $8.53K.
  • Principal Financial Group made up ﹤0.01% of TCW Group's portfolio in Q2 2026, its #547 holding.
  • TCW Group first reported a position in Principal Financial Group in Q2 2013 and has held it in 18 quarters since.
  • TCW Group's Principal Financial Group position peaked at $7.03M in Q3 2014.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on TCW Group's 13F filing for Q2 2026, filed 3 Aug 2026.