Weiss Asset Management’s Principal Financial Group PFG Stock Holding History

Weiss Asset 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	$573K	Buy	+5,321	New	+$540K	0.01%	489
2026 Q1	–	Sell	-608,926	Closed	-$53.7M	–	736
2025 Q4	$53.7M	Buy	608,926 +521,626	+598%	+$44M	0.71%	25
2025 Q3	$7.24M	Buy	+87,300	New	+$6.98M	0.08%	120
2024 Q4	–	Sell	-17,171	Closed	-$1.47M	–	814
2024 Q3	$1.47M	Buy	+17,171	New	+$1.39M	0.03%	378
2022 Q4	–	Sell	-37,525	Closed	-$2.71M	–	633
2022 Q3	$2.71M	Buy	+37,525	New	+$2.7M	0.07%	345

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

Weiss Asset Management's PFG Position: Q2 2026 in Review

Weiss Asset Management opened a new position in Principal Financial Group (PFG) in Q2 2026: 5,321 shares worth $573K. The stake represents 0.01% of the portfolio and ranks #489 among its holdings. This is a return to the name: Weiss Asset Management previously reported a position in PFG as recently as Q4 2025.

Weiss Asset Management first reported a position in PFG in Q3 2022 and has held it in 5 quarters since. The position peaked at $53.7M in Q4 2025. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Weiss Asset Management held 5,321 shares of Principal Financial Group worth $573K as of Q2 2026.
Principal Financial Group was a new Weiss Asset Management position in Q2 2026.
Principal Financial Group made up 0.01% of Weiss Asset Management's portfolio in Q2 2026, its #489 holding.
Weiss Asset Management first reported a position in Principal Financial Group in Q3 2022 and has held it in 5 quarters since.
Weiss Asset Management's Principal Financial Group position peaked at $53.7M in Q4 2025.
952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Weiss Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.