Versor Investments’s Principal Financial Group PFG Stock Holding History

Versor Investments’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 Q1	–	Sell	-12,569	Closed	-$1.11M	–	436
2025 Q4	$1.11M	Buy	12,569 +4,483	+55%	+$378K	0.17%	117
2025 Q3	$670K	Buy	8,086 +2,521	+45%	+$202K	0.12%	231
2025 Q2	$442K	Sell	5,565 -11,535	-67%	-$885K	0.08%	421
2025 Q1	$1.44M	Buy	+17,100	New	+$1.42M	0.24%	106
2024 Q4	–	Sell	-9,602	Closed	-$825K	–	929
2024 Q3	$825K	Buy	+9,602	New	+$775K	0.13%	255
2023 Q2	–	Sell	-5,908	Closed	-$439K	–	785
2023 Q1	$439K	Buy	+5,908	New	+$501K	0.06%	369
2021 Q2	–	Sell	-3,533	Closed	-$212K	–	390
2021 Q1	$212K	Buy	+3,533	New	+$197K	0.01%	226
2020 Q4	–	Sell	-8,900	Closed	-$358K	–	233
2020 Q3	$358K	Buy	8,900 +3,500	+65%	+$149K	0.03%	196
2020 Q2	$224K	Buy	+5,400	New	+$197K	0.02%	185
2019 Q4	–	Sell	-18,500	Closed	-$1.06M	–	355
2019 Q3	$1.06M	Buy	+18,500	New	+$1.04M	0.07%	141

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Versor Investments's PFG Position: Q1 2026 in Review

Versor Investments sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 12,569 shares — an estimated $1.11M sold.

Versor Investments first reported a position in PFG in Q3 2019 and held it in 10 quarters. The position peaked at $1.44M in Q1 2025. 914 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Versor Investments reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
Versor Investments sold 12,569 Principal Financial Group shares in Q1 2026, an estimated $1.11M.
Versor Investments first reported a position in Principal Financial Group in Q3 2019 and held it in 10 quarters.
Versor Investments's Principal Financial Group position peaked at $1.44M in Q1 2025.
914 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Versor Investments's 13F filing for Q1 2026, filed 12 May 2026.