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Woodline Partners’s Principal Financial Group PFG Stock Holding History

Woodline Partners’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 		$1.33M Buy
12,347
+3,778
+44% +$384K ﹤0.01% 886
2026
Q1 		$772K Buy
8,569
+4,494
+110% +$411K ﹤0.01% 911
2025
Q4 		$359K Buy
+4,075
New +$344K ﹤0.01% 938
2025
Q1 		– Sell
-367,504
Closed -$28.4M – 1001
2024
Q4 		$28.4M Buy
+367,504
New +$31M 0.19% 161

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

Woodline Partners's PFG Position: Q2 2026 in Review

Woodline Partners increased its Principal Financial Group (PFG) stake by 44% in Q2 2026, buying an estimated $384K and bringing the position to 12,347 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Woodline Partners first reported a position in PFG in Q4 2024 and has held it in 4 quarters since. The position peaked at $28.4M in Q4 2024. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Woodline Partners held 12,347 shares of Principal Financial Group worth $1.33M as of Q2 2026.
  • Woodline Partners bought 3,778 Principal Financial Group shares in Q2 2026, an estimated $384K.
  • Principal Financial Group made up ﹤0.01% of Woodline Partners's portfolio in Q2 2026, its #886 holding.
  • Woodline Partners first reported a position in Principal Financial Group in Q4 2024 and has held it in 4 quarters since.
  • Woodline Partners's Principal Financial Group position peaked at $28.4M in Q4 2024.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Woodline Partners's 13F filing for Q2 2026, filed 14 Aug 2026.