VRS
PFG icon

Virginia Retirement Systems’s Principal Financial Group PFG Stock Holding History

Virginia 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 		$47.2M Buy
438,113
+26,313
+6% +$2.67M 0.28% 94
2026
Q1 		$37.1M Buy
411,800
+14,700
+4% +$1.34M 0.28% 109
2025
Q4 		$35M Buy
397,100
+174,100
+78% +$14.7M 0.21% 121
2025
Q3 		$18.5M Buy
+223,000
New +$17.8M 0.12% 182
2023
Q3 		$1.69M Buy
+23,400
New +$1.82M 0.02% 375
2018
Q2 		– Sell
-74,600
Closed -$4.54M – 1092
2018
Q1 		$4.54M Hold
74,600
– – 0.05% 307
2017
Q4 		$5.26M Sell
74,600
-100
-0.1% -$6.89K 0.06% 302
2017
Q3 		$4.81M Buy
+74,700
New +$4.8M 0.06% 311
2015
Q4 		$282K Buy
6,267
+61
+1% +$2.98K ﹤0.01% 865
2015
Q3 		$294K Buy
6,206
+74
+1% +$3.83K ﹤0.01% 834
2015
Q2 		$315K Buy
6,132
+14
+0.2% +$726 ﹤0.01% 826
2015
Q1 		$314K Buy
6,118
+69
+1% +$3.47K ﹤0.01% 825
2014
Q4 		$314K Sell
6,049
-3
-0% -$156 ﹤0.01% 804
2014
Q3 		$318K Buy
6,052
+28
+0.5% +$1.47K 0.01% 792
2014
Q2 		$304K Buy
6,024
+55
+0.9% +$2.59K 0.01% 818
2014
Q1 		$275K Buy
+5,969
New +$273K 0.01% 828
2013
Q3 		– Sell
-9,228
Closed -$346K – 925
2013
Q2 		$346K Buy
+9,228
New +$338K 0.01% 764

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

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

Virginia Retirement Systems increased its Principal Financial Group (PFG) stake by 6.4% in Q2 2026, buying an estimated $2.67M and bringing the position to 438,113 shares worth $47.2M. The position accounts for 0.28% of the portfolio, ranked #94.

Virginia Retirement Systems first reported a position in PFG in Q2 2013 and has held it in 17 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Virginia Retirement Systems held 438,113 shares of Principal Financial Group worth $47.2M as of Q2 2026.
  • Virginia Retirement Systems bought 26,313 Principal Financial Group shares in Q2 2026, an estimated $2.67M.
  • Principal Financial Group made up 0.28% of Virginia Retirement Systems's portfolio in Q2 2026, its #94 holding.
  • Virginia Retirement Systems first reported a position in Principal Financial Group in Q2 2013 and has held it in 17 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Virginia Retirement Systems's 13F filing for Q2 2026, filed 25 Aug 2026.