Vanguard Portfolio Management
PFG icon

Vanguard Portfolio Management’s Principal Financial Group PFG Stock Holding History

Vanguard Portfolio 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 		$1.21B Buy
11,266,018
+1,184
+0% +$120K 0.05% 389
2026
Q1 		$1.02B Buy
+11,264,834
New +$1.03B 0.05% 404

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Portfolio Management's PFG Position: Q2 2026 in Review

Vanguard Portfolio Management increased its Principal Financial Group (PFG) stake by 0.01% in Q2 2026, buying an estimated $120K and bringing the position to 11,266,018 shares worth $1.21B. The position accounts for 0.05% of the portfolio, ranked #389.

Vanguard Portfolio Management first reported a position in PFG in Q1 2026 and has held it in 2 quarters since. 911 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Vanguard Portfolio Management held 11,266,018 shares of Principal Financial Group worth $1.21B as of Q2 2026.
  • Vanguard Portfolio Management bought 1,184 Principal Financial Group shares in Q2 2026, an estimated $120K.
  • Principal Financial Group made up 0.05% of Vanguard Portfolio Management's portfolio in Q2 2026, its #389 holding.
  • Vanguard Portfolio Management first reported a position in Principal Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 911 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Vanguard Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.