UM
PFG icon

UniSuper Management’s Principal Financial Group PFG Stock Holding History

UniSuper 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 		$2.01M Sell
18,672
-7,710
-29% -$783K 0.01% 424
2026
Q1 		$2.38M Sell
26,382
-964
-4% -$88.1K 0.02% 424
2025
Q4 		$2.41M Sell
27,346
-4,654
-15% -$393K 0.01% 437
2025
Q3 		$2.65M Buy
32,000
+1,984
+7% +$159K 0.02% 437
2025
Q2 		$2.38M Buy
30,016
+1,599
+6% +$123K 0.02% 430
2025
Q1 		$2.4M Sell
28,417
-411
-1% -$34.2K 0.02% 414
2024
Q4 		$2.23M Sell
28,828
-4,204
-13% -$354K 0.02% 423
2024
Q3 		$2.84M Buy
33,032
+9,679
+41% +$782K 0.02% 333
2024
Q2 		$1.83M Buy
23,353
+8,926
+62% +$725K 0.02% 416
2024
Q1 		$1.25M Buy
14,427
+11,743
+438% +$942K 0.01% 410
2023
Q4 		$211K Buy
2,684
+884
+49% +$64K ﹤0.01% 502
2023
Q3 		$130K Hold
1,800
– – ﹤0.01% 533
2023
Q2 		$137K Buy
+1,800
New +$130K ﹤0.01% 526

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

UniSuper Management's PFG Position: Q2 2026 in Review

UniSuper Management reduced its Principal Financial Group (PFG) stake by 29% in Q2 2026, selling an estimated $783K and leaving 18,672 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #424.

UniSuper Management first reported a position in PFG in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.84M in Q3 2024. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • UniSuper Management held 18,672 shares of Principal Financial Group worth $2.01M as of Q2 2026.
  • UniSuper Management sold 7,710 Principal Financial Group shares in Q2 2026, an estimated $783K.
  • Principal Financial Group made up 0.01% of UniSuper Management's portfolio in Q2 2026, its #424 holding.
  • UniSuper Management first reported a position in Principal Financial Group in Q2 2023 and has held it in 13 quarters since.
  • UniSuper Management's Principal Financial Group position peaked at $2.84M in Q3 2024.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on UniSuper Management's 13F filing for Q2 2026, filed 14 Aug 2026.