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USS Investment Management’s Principal Financial Group PFG Stock Holding History

USS Investment 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 		$1.74M Sell
16,099
-15,893
-50% -$1.61M 0.01% 516
2026
Q1 		$2.88M Buy
31,992
+1,546
+5% +$141K 0.01% 446
2025
Q4 		$2.69M Buy
30,446
+503
+2% +$42.5K 0.01% 462
2025
Q3 		$2.48M Hold
29,943
– – 0.01% 476
2025
Q2 		$2.38M Buy
29,943
+1,689
+6% +$130K 0.01% 470
2025
Q1 		$2.38M Sell
28,254
-22,100
-44% -$1.84M 0.02% 468
2024
Q4 		$3.9M Sell
50,354
-14,639
-23% -$1.23M 0.03% 415
2024
Q3 		$5.58M Buy
64,993
+177
+0.3% +$14.3K 0.04% 383
2024
Q2 		$5.09M Buy
64,816
+3,709
+6% +$301K 0.04% 379
2024
Q1 		$5.27M Sell
61,107
-5,915
-9% -$475K 0.04% 371
2023
Q4 		$5.27M Buy
67,022
+1,887
+3% +$137K 0.05% 357
2023
Q3 		$4.69M Buy
65,135
+873
+1% +$67.8K 0.05% 369
2023
Q2 		$4.87M Hold
64,262
– – 0.06% 356
2023
Q1 		$4.77M Hold
64,262
– – 0.07% 339
2022
Q4 		$5.39M Hold
64,262
– – 0.08% 310
2022
Q3 		$4.63M Sell
64,262
-19,610
-23% -$1.41M 0.07% 321
2022
Q2 		$5.6M Sell
83,872
-4,725
-5% -$332K 0.06% 349
2022
Q1 		$6.5M Buy
88,597
+6,290
+8% +$455K 0.05% 371
2021
Q4 		$5.96M Hold
82,307
– – 0.05% 400
2021
Q3 		$5.3M Buy
82,307
+60,207
+272% +$3.87M 0.04% 415
2021
Q2 		$1.4M Hold
22,100
– – 0.01% 479
2021
Q1 		$1.32M Hold
22,100
– – 0.01% 468
2020
Q4 		$1.1M Sell
22,100
-5,200
-19% -$238K 0.01% 482
2020
Q3 		$1.1M Hold
27,300
– – 0.01% 459
2020
Q2 		$1.13M Buy
+27,300
New +$996K 0.01% 448

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 $3.38T AUM 44.17% 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

USS Investment Management's PFG Position: Q2 2026 in Review

USS Investment Management reduced its Principal Financial Group (PFG) stake by 50% in Q2 2026, selling an estimated $1.61M and leaving 16,099 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #516.

USS Investment Management first reported a position in PFG in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.5M in Q1 2022. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • USS Investment Management held 16,099 shares of Principal Financial Group worth $1.74M as of Q2 2026.
  • USS Investment Management sold 15,893 Principal Financial Group shares in Q2 2026, an estimated $1.61M.
  • Principal Financial Group made up 0.01% of USS Investment Management's portfolio in Q2 2026, its #516 holding.
  • USS Investment Management first reported a position in Principal Financial Group in Q2 2020 and has held it in 25 quarters since.
  • USS Investment Management's Principal Financial Group position peaked at $6.5M in Q1 2022.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on USS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.