Virtus Investment Advisers’s Principal Financial Group PFG Stock Holding History

Virtus Investment Advisers’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	$1.95M	Sell	18,072 -2,504	-12%	-$254K	0.45%	54
2026 Q1	$1.85M	Buy	+20,576	New	+$1.88M	0.51%	50
2018 Q1	–	Sell	-16,164	Closed	-$1.14M	–	329
2017 Q4	$1.14M	Sell	16,164 -1,407	-8%	-$96.9K	0.12%	195
2017 Q3	$1.13M	Sell	17,571 -887	-5%	-$57.1K	0.12%	208
2017 Q2	$1.18M	Sell	18,458 -3,147	-15%	-$200K	0.12%	205
2017 Q1	$1.36M	Sell	21,605 -2,880	-12%	-$176K	0.12%	204
2016 Q4	$1.42M	Buy	24,485 +22,270	+1,005%	+$1.25M	0.11%	220
2016 Q3	$114K	Buy	+2,215	New	+$104K	0.01%	486

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

Virtus Investment Advisers's PFG Position: Q2 2026 in Review

Virtus Investment Advisers reduced its Principal Financial Group (PFG) stake by 12% in Q2 2026, selling an estimated $254K and leaving 18,072 shares worth $1.95M. The position accounts for 0.45% of the portfolio, ranked #54.

Virtus Investment Advisers first reported a position in PFG in Q3 2016 and has held it in 8 quarters since. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Virtus Investment Advisers held 18,072 shares of Principal Financial Group worth $1.95M as of Q2 2026.
Virtus Investment Advisers sold 2,504 Principal Financial Group shares in Q2 2026, an estimated $254K.
Principal Financial Group made up 0.45% of Virtus Investment Advisers's portfolio in Q2 2026, its #54 holding.
Virtus Investment Advisers first reported a position in Principal Financial Group in Q3 2016 and has held it in 8 quarters since.
959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.