V-Square Quantitative Management’s Principal Financial Group PFG Stock Holding History

V-Square Quantitative 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	$2.26M	Buy	20,923 +124	+0.6%	+$12.6K	0.21%	85
2026 Q1	$1.87M	Buy	20,799 +1,301	+7%	+$119K	0.2%	81
2025 Q4	$1.72M	Sell	19,498 -870	-4%	-$73.4K	0.18%	86
2025 Q3	$1.69M	Buy	20,368 +1,565	+8%	+$125K	0.28%	66
2025 Q2	$1.49M	Buy	18,803 +10,622	+130%	+$815K	0.2%	101
2025 Q1	$690K	Sell	8,181 -4	-0%	-$333	0.1%	218
2024 Q4	$634K	Buy	8,185 +493	+6%	+$41.5K	0.09%	246
2024 Q3	$661K	Buy	7,692 +934	+14%	+$75.4K	0.1%	222
2024 Q2	$530K	Buy	6,758 +522	+8%	+$42.4K	0.09%	238
2024 Q1	$538K	Buy	6,236 +879	+16%	+$70.5K	0.08%	256
2023 Q4	$421K	Buy	5,357 +1,079	+25%	+$78.1K	0.07%	258
2023 Q3	$308K	Buy	4,278 +2,779	+185%	+$216K	0.14%	194
2023 Q2	$114K	Buy	+1,499	New	+$108K	0.08%	208

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

V-Square Quantitative Management's PFG Position: Q2 2026 in Review

V-Square Quantitative Management increased its Principal Financial Group (PFG) stake by 0.6% in Q2 2026, buying an estimated $12.6K and bringing the position to 20,923 shares worth $2.26M. The position accounts for 0.21% of the portfolio, ranked #85.

V-Square Quantitative Management first reported a position in PFG in Q2 2023 and has held it in 13 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

V-Square Quantitative Management held 20,923 shares of Principal Financial Group worth $2.26M as of Q2 2026.
V-Square Quantitative Management bought 124 Principal Financial Group shares in Q2 2026, an estimated $12.6K.
Principal Financial Group made up 0.21% of V-Square Quantitative Management's portfolio in Q2 2026, its #85 holding.
V-Square Quantitative Management first reported a position in Principal Financial Group in Q2 2023 and has held it in 13 quarters since.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.