URS
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Utah Retirement Systems’s Principal Financial Group PFG Stock Holding History

Utah Retirement Systems’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 		$3.5M Sell
32,493
-2,874
-8% -$292K 0.03% 415
2026
Q1 		$3.19M Sell
35,367
-1,087
-3% -$99.4K 0.03% 435
2025
Q4 		$3.22M Sell
36,454
-195
-0.5% -$16.5K 0.03% 453
2025
Q3 		$3.04M Sell
36,649
-503
-1% -$40.2K 0.03% 464
2025
Q2 		$2.95M Sell
37,152
-423
-1% -$32.5K 0.03% 459
2025
Q1 		$3.17M Sell
37,575
-138
-0.4% -$11.5K 0.04% 419
2024
Q4 		$2.92M Sell
37,713
-300
-0.8% -$25.3K 0.03% 446
2024
Q3 		$3.27M Sell
38,013
-600
-2% -$48.5K 0.04% 420
2024
Q2 		$3.03M Sell
38,613
-2,500
-6% -$203K 0.04% 413
2024
Q1 		$3.55M Sell
41,113
-700
-2% -$56.2K 0.04% 392
2023
Q4 		$3.29M Buy
41,813
+200
+0.5% +$14.5K 0.04% 396
2023
Q3 		$3M Buy
41,613
+100
+0.2% +$7.76K 0.04% 391
2023
Q2 		$3.15M Sell
41,513
-1,600
-4% -$115K 0.04% 397
2023
Q1 		$3.2M Buy
43,113
+100
+0.2% +$8.48K 0.05% 392
2022
Q4 		$3.61M Sell
43,013
-1,300
-3% -$112K 0.06% 335
2022
Q3 		$3.2M Sell
44,313
-300
-0.7% -$21.5K 0.05% 350
2022
Q2 		$2.98M Sell
44,613
-1,500
-3% -$106K 0.05% 377
2022
Q1 		$3.38M Sell
46,113
-1,400
-3% -$101K 0.05% 392
2021
Q4 		$3.44M Sell
47,513
-400
-0.8% -$27.9K 0.04% 411
2021
Q3 		$3.09M Sell
47,913
-3,300
-6% -$212K 0.04% 433
2021
Q2 		$3.24M Sell
51,213
-900
-2% -$57.5K 0.04% 442
2021
Q1 		$3.12M Sell
52,113
-2,300
-4% -$128K 0.04% 416
2020
Q4 		$2.7M Buy
54,413
+2,400
+5% +$110K 0.04% 452
2020
Q3 		$2.09M Buy
52,013
+400
+0.8% +$17.1K 0.03% 466
2020
Q2 		$2.14M Sell
51,613
-900
-2% -$32.8K 0.04% 413
2020
Q1 		$1.65M Sell
52,513
-100
-0.2% -$4.73K 0.04% 434
2019
Q4 		$2.89M Buy
52,613
+200
+0.4% +$10.9K 0.05% 357
2019
Q3 		$3M Buy
52,413
+200
+0.4% +$11.3K 0.06% 333
2019
Q2 		$3.02M Buy
52,213
+72
+0.1% +$3.97K 0.06% 334
2019
Q1 		$2.62M Sell
52,141
-337
-0.6% -$16.7K 0.05% 363
2018
Q4 		$2.32M Hold
52,478
– – 0.05% 351
2018
Q3 		$3.07M Buy
52,478
+100
+0.2% +$5.57K 0.06% 319
2018
Q2 		$2.77M Buy
52,378
+2,700
+5% +$157K 0.06% 340
2018
Q1 		$3.03M Buy
49,678
+100
+0.2% +$6.58K 0.06% 305
2017
Q4 		$3.5M Buy
49,578
+700
+1% +$48.2K 0.07% 275
2017
Q3 		$3.14M Buy
48,878
+100
+0.2% +$6.43K 0.07% 284
2017
Q2 		$3.13M Sell
48,778
-200
-0.4% -$12.7K 0.07% 287
2017
Q1 		$3.09M Buy
48,978
+100
+0.2% +$6.1K 0.07% 283
2016
Q4 		$2.83M Hold
48,878
– – 0.07% 290
2016
Q3 		$2.52M Hold
48,878
– – 0.07% 313
2016
Q2 		$2.01M Sell
48,878
-3,900
-7% -$165K 0.05% 369
2016
Q1 		$2.08M Hold
52,778
– – 0.06% 357
2015
Q4 		$2.37M Buy
52,778
+100
+0.2% +$4.88K 0.06% 312
2015
Q3 		$2.49M Buy
52,678
+300
+0.6% +$15.5K 0.07% 290
2015
Q2 		$2.69M Sell
52,378
-200
-0.4% -$10.4K 0.07% 295
2015
Q1 		$2.7M Buy
52,578
+1,800
+4% +$90.5K 0.07% 297
2014
Q4 		$2.64M Hold
50,778
– – 0.07% 293
2014
Q3 		$2.66M Sell
50,778
-200
-0.4% -$10.5K 0.08% 275
2014
Q2 		$2.57M Sell
50,978
-1,700
-3% -$80K 0.07% 290
2014
Q1 		$2.42M Buy
52,678
+400
+0.8% +$18.3K 0.07% 310
2013
Q4 		$2.58M Hold
52,278
– – 0.08% 284
2013
Q3 		$2.24M Sell
52,278
-500
-0.9% -$20.9K 0.07% 306
2013
Q2 		$1.98M Buy
+52,778
New +$1.93M 0.07% 318

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

Utah Retirement Systems's PFG Position: Q2 2026 in Review

Utah Retirement Systems reduced its Principal Financial Group (PFG) stake by 8.1% in Q2 2026, selling an estimated $292K and leaving 32,493 shares worth $3.5M. The position accounts for 0.03% of the portfolio, ranked #415.

Utah Retirement Systems first reported a position in PFG in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.61M in Q4 2022. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Utah Retirement Systems held 32,493 shares of Principal Financial Group worth $3.5M as of Q2 2026.
  • Utah Retirement Systems sold 2,874 Principal Financial Group shares in Q2 2026, an estimated $292K.
  • Principal Financial Group made up 0.03% of Utah Retirement Systems's portfolio in Q2 2026, its #415 holding.
  • Utah Retirement Systems first reported a position in Principal Financial Group in Q2 2013 and has held it in 53 quarters since.
  • Utah Retirement Systems's Principal Financial Group position peaked at $3.61M in Q4 2022.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Utah Retirement Systems's 13F filing for Q2 2026, filed 14 Aug 2026.