Two Sigma Investments’s Principal Financial Group PFG Stock Holding History

Two Sigma Investments’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
2021 Q3	–	Sell	-5,000	Closed	-$316K	–	4587
2021 Q2	$316K	Buy	+5,000	New	+$320K	﹤0.01%	3468
2021 Q1	–	Sell	-8,000	Closed	-$397K	–	4158
2020 Q4	$397K	Buy	8,000 +1,400	+21%	+$64.1K	﹤0.01%	2656
2020 Q3	$266K	Buy	+6,600	New	+$281K	﹤0.01%	2652
2020 Q1	–	Sell	-6,000	Closed	-$330K	–	3666
2019 Q4	$330K	Buy	6,000 +1,600	+36%	+$87.6K	﹤0.01%	3117
2019 Q3	$251K	Buy	+4,400	New	+$248K	﹤0.01%	3060
2019 Q2	–	Sell	-5,000	Closed	-$251K	–	3584
2019 Q1	$251K	Sell	5,000 -900	-15%	-$44.6K	﹤0.01%	2709
2018 Q4	$261K	Sell	5,900 -1,100	-16%	-$54.1K	﹤0.01%	2555
2018 Q3	$410K	Sell	7,000 -10,600	-60%	-$591K	﹤0.01%	2586
2018 Q2	$932K	Buy	17,600 +12,600	+252%	+$732K	﹤0.01%	2201
2018 Q1	$305K	Sell	5,000 -3,000	-38%	-$197K	﹤0.01%	2771
2017 Q4	$564K	Buy	+8,000	New	+$551K	﹤0.01%	2357
2015 Q3	–	Sell	-4,000	Closed	-$205K	–	2598
2015 Q2	$205K	Buy	+4,000	New	+$208K	﹤0.01%	2620

Other funds holding PFG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments's PFG Position: Q1 2026 in Review

Two Sigma Investments increased its Principal Financial Group (PFG) stake by 16% in Q1 2026, buying an estimated $3.88M and bringing the position to 304,787 shares worth $27.5M. The position accounts for 0.02% of the portfolio, ranked #773.

Two Sigma Investments first reported a position in PFG in Q3 2013 and has held it in 36 quarters since. The position peaked at $41.3M in Q2 2015. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Two Sigma Investments held 304,787 shares of Principal Financial Group worth $27.5M as of Q1 2026.
Two Sigma Investments bought 42,450 Principal Financial Group shares in Q1 2026, an estimated $3.88M.
Principal Financial Group made up 0.02% of Two Sigma Investments's portfolio in Q1 2026, its #773 holding.
Two Sigma Investments first reported a position in Principal Financial Group in Q3 2013 and has held it in 36 quarters since.
Two Sigma Investments's Principal Financial Group position peaked at $41.3M in Q2 2015.
910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.