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TOBAM’s Principal Financial Group PFG Stock Holding History

TOBAM’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 		$681K Buy
6,322
+630
+11% +$64K 0.17% 125
2026
Q1 		$513K Buy
+5,692
New +$520K 0.13% 144
2024
Q2 		– Sell
-745
Closed -$64K – 371
2024
Q1 		$64K Hold
745
– – 0.01% 334
2023
Q4 		$59K Sell
745
-1,424
-66% -$103K 0.01% 333
2023
Q3 		$156K Hold
2,169
– – 0.01% 252
2023
Q2 		$164K Buy
2,169
+923
+74% +$66.5K 0.01% 272
2023
Q1 		$93K Buy
1,246
+463
+59% +$39.3K 0.01% 295
2022
Q4 		$66K Sell
783
-521
-40% -$44.7K ﹤0.01% 333
2022
Q3 		$94K Sell
1,304
-956
-42% -$68.7K 0.01% 291
2022
Q2 		$151K Buy
2,260
+1,044
+86% +$73.4K 0.01% 266
2022
Q1 		$89K Buy
+1,216
New +$88K ﹤0.01% 316
2021
Q1 		– Sell
-500
Closed -$25K – 442
2020
Q4 		$25K Buy
+500
New +$22.9K ﹤0.01% 418

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

TOBAM's PFG Position: Q2 2026 in Review

TOBAM increased its Principal Financial Group (PFG) stake by 11% in Q2 2026, buying an estimated $64K and bringing the position to 6,322 shares worth $681K. The position accounts for 0.17% of the portfolio, ranked #125.

TOBAM first reported a position in PFG in Q4 2020 and has held it in 12 quarters since. 956 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • TOBAM held 6,322 shares of Principal Financial Group worth $681K as of Q2 2026.
  • TOBAM bought 630 Principal Financial Group shares in Q2 2026, an estimated $64K.
  • Principal Financial Group made up 0.17% of TOBAM's portfolio in Q2 2026, its #125 holding.
  • TOBAM first reported a position in Principal Financial Group in Q4 2020 and has held it in 12 quarters since.
  • 956 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.