VanEck Associates’s Principal Financial Group PFG Stock Holding History

VanEck Associates’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	$306K	Buy	2,835 +412	+17%	+$41.8K	﹤0.01%	1269
2026 Q1	$218K	Buy	2,423 +112	+5%	+$10.2K	﹤0.01%	1258
2025 Q4	$204K	Buy	2,311 +488	+27%	+$41.2K	﹤0.01%	1282
2025 Q3	$151K	Buy	1,823 +103	+6%	+$8.23K	﹤0.01%	1298
2025 Q2	$137K	Buy	+1,720	New	+$132K	﹤0.01%	1282
2023 Q4	–	Sell	-34,468	Closed	-$2.48M	–	1422
2023 Q3	$2.48M	Buy	34,468 +1,147	+3%	+$89K	0.01%	703
2023 Q2	$2.53M	Buy	33,321 +764	+2%	+$55.1K	0.01%	667
2023 Q1	$2.42M	Buy	32,557 +1,292	+4%	+$110K	0.01%	660
2022 Q4	$2.62M	Buy	+31,265	New	+$2.68M	0.01%	614

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

VanEck Associates's PFG Position: Q2 2026 in Review

VanEck Associates increased its Principal Financial Group (PFG) stake by 17% in Q2 2026, buying an estimated $41.8K and bringing the position to 2,835 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

VanEck Associates first reported a position in PFG in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.62M in Q4 2022. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

VanEck Associates held 2,835 shares of Principal Financial Group worth $306K as of Q2 2026.
VanEck Associates bought 412 Principal Financial Group shares in Q2 2026, an estimated $41.8K.
Principal Financial Group made up ﹤0.01% of VanEck Associates's portfolio in Q2 2026, its #1269 holding.
VanEck Associates first reported a position in Principal Financial Group in Q4 2022 and has held it in 9 quarters since.
VanEck Associates's Principal Financial Group position peaked at $2.62M in Q4 2022.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on VanEck Associates's 13F filing for Q2 2026, filed 14 Aug 2026.