VOYA Investment Management
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VOYA Investment Management’s Principal Financial Group PFG Stock Holding History

VOYA Investment 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
Q1 		$3.87M Sell
42,929
-537
-1% -$49.1K ﹤0.01% 939
2025
Q4 		$3.83M Sell
43,466
-2,465
-5% -$208K ﹤0.01% 973
2025
Q3 		$3.81M Sell
45,931
-14,307
-24% -$1.14M ﹤0.01% 979
2025
Q2 		$4.78M Sell
60,238
-5,734
-9% -$440K ﹤0.01% 973
2025
Q1 		$5.57M Buy
65,972
+3,771
+6% +$314K 0.01% 930
2024
Q4 		$4.81M Sell
62,201
-5,811
-9% -$490K 0.01% 988
2024
Q3 		$5.84M Sell
68,012
-6,057
-8% -$489K 0.01% 949
2024
Q2 		$5.81M Buy
74,069
+1,072
+1% +$87.1K 0.01% 935
2024
Q1 		$6.3M Sell
72,997
-2,990
-4% -$240K 0.01% 912
2023
Q4 		$5.98M Sell
75,987
-4,767
-6% -$345K 0.01% 932
2023
Q3 		$5.82M Sell
80,754
-2,947
-4% -$229K 0.01% 910
2023
Q2 		$6.35M Sell
83,701
-1,447
-2% -$104K 0.01% 902
2023
Q1 		$6.33M Buy
85,148
+1,138
+1% +$96.6K 0.01% 896
2022
Q4 		$7.05M Buy
84,010
+274
+0.3% +$23.5K 0.01% 846
2022
Q3 		$6.04M Sell
83,736
-2,175
-3% -$156K 0.01% 882
2022
Q2 		$5.74M Sell
85,911
-8,355
-9% -$588K 0.01% 690
2022
Q1 		$6.92M Sell
94,266
-3,777
-4% -$273K 0.01% 738
2021
Q4 		$7.09M Sell
98,043
-6,776
-6% -$473K 0.01% 720
2021
Q3 		$6.75M Sell
104,819
-2,630
-2% -$169K 0.01% 737
2021
Q2 		$6.79M Buy
107,449
+3,371
+3% +$216K 0.01% 761
2021
Q1 		$6.24M Sell
104,078
-3,392
-3% -$189K 0.01% 761
2020
Q4 		$5.33M Sell
107,470
-8,822
-8% -$404K 0.01% 794
2020
Q3 		$4.68M Sell
116,292
-2,396
-2% -$102K 0.01% 771
2020
Q2 		$4.93M Sell
118,688
-5,581
-4% -$204K 0.01% 756
2020
Q1 		$3.9M Buy
124,269
+497
+0.4% +$23.5K 0.01% 765
2019
Q4 		$6.81M Buy
123,772
+438
+0.4% +$24K 0.01% 721
2019
Q3 		$7.05M Buy
123,334
+891
+0.7% +$50.2K 0.02% 702
2019
Q2 		$7.09M Buy
122,443
+2,971
+2% +$164K 0.02% 696
2019
Q1 		$6M Sell
119,472
-4,444
-4% -$220K 0.01% 730
2018
Q4 		$5.47M Buy
123,916
+180
+0.1% +$8.86K 0.01% 730
2018
Q3 		$7.25M Sell
123,736
-3,581
-3% -$200K 0.01% 709
2018
Q2 		$6.74M Sell
127,317
-9,561
-7% -$556K 0.01% 740
2018
Q1 		$8.34M Sell
136,878
-1,703
-1% -$112K 0.02% 654
2017
Q4 		$9.78M Sell
138,581
-6,320
-4% -$435K 0.02% 612
2017
Q3 		$9.32M Sell
144,901
-735
-0.5% -$47.3K 0.02% 617
2017
Q2 		$9.33M Sell
145,636
-4,031
-3% -$256K 0.02% 630
2017
Q1 		$9.45M Sell
149,667
-3,317
-2% -$202K 0.02% 623
2016
Q4 		$8.85M Sell
152,984
-6,000
-4% -$336K 0.02% 625
2016
Q3 		$8.19K Buy
158,984
+2,942
+2% +$138K 0.02% 655
2016
Q2 		$6.42M Sell
156,042
-6,916
-4% -$292K 0.02% 715
2016
Q1 		$6.43M Sell
162,958
-3,970
-2% -$153K 0.02% 684
2015
Q4 		$7.51M Sell
166,928
-8,640
-5% -$422K 0.02% 654
2015
Q3 		$8.31M Buy
175,568
+433
+0.2% +$22.4K 0.02% 615
2015
Q2 		$8.98M Sell
175,135
-5,630
-3% -$292K 0.02% 624
2015
Q1 		$9.29M Sell
180,765
-391
-0.2% -$19.6K 0.02% 619
2014
Q4 		$9.41M Sell
181,156
-15,623
-8% -$810K 0.02% 606
2014
Q3 		$10.3M Sell
196,779
-5,889
-3% -$308K 0.02% 577
2014
Q2 		$10.2M Buy
202,668
+1,861
+0.9% +$87.6K 0.02% 603
2014
Q1 		$9.24M Sell
200,807
-8,712
-4% -$399K 0.02% 607
2013
Q4 		$10.3M Sell
209,519
-762
-0.4% -$36.2K 0.02% 574
2013
Q3 		$9M Sell
210,281
-7,636
-4% -$318K 0.02% 591
2013
Q2 		$8.16M Buy
+217,917
New +$7.97M 0.02% 619

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VOYA Investment Management's PFG Position: Q1 2026 in Review

VOYA Investment Management reduced its Principal Financial Group (PFG) stake by 1.2% in Q1 2026, selling an estimated $49.1K and leaving 42,929 shares worth $3.87M. The position accounts for ﹤0.01% of the portfolio, ranked #939.

VOYA Investment Management first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.3M in Q4 2013. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • VOYA Investment Management held 42,929 shares of Principal Financial Group worth $3.87M as of Q1 2026.
  • VOYA Investment Management sold 537 Principal Financial Group shares in Q1 2026, an estimated $49.1K.
  • Principal Financial Group made up ﹤0.01% of VOYA Investment Management's portfolio in Q1 2026, its #939 holding.
  • VOYA Investment Management first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
  • VOYA Investment Management's Principal Financial Group position peaked at $10.3M in Q4 2013.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on VOYA Investment Management's 13F filing for Q1 2026, filed 12 May 2026.