WorldQuant Millennium Advisors’s Principal Financial Group PFG Stock Holding History

WorldQuant Millennium Advisors’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	$904K	Hold	8,387	–	–	﹤0.01%	603
2026 Q1	$756K	Buy	8,387 +740	+10%	+$67.6K	﹤0.01%	524
2025 Q4	$675K	Sell	7,647 -121,878	-94%	-$10.3M	﹤0.01%	510
2025 Q3	$10.7M	Sell	129,525 -7,776	-6%	-$622K	0.05%	238
2025 Q2	$10.9M	Buy	137,301 +3,591	+3%	+$276K	0.05%	253
2025 Q1	$11.3M	Sell	133,710 -2,830	-2%	-$235K	0.07%	230
2024 Q4	$10.6M	Sell	136,540 -4,291	-3%	-$362K	0.07%	244
2024 Q3	$12.1M	Buy	140,831 +36,338	+35%	+$2.93M	0.09%	216
2024 Q2	$8.2M	Sell	104,493 -34	-0%	-$2.76K	0.07%	220
2024 Q1	$9.02M	Hold	104,527	–	–	0.11%	206
2023 Q4	$8.22M	Buy	+104,527	New	+$7.57M	0.12%	195
2023 Q1	–	Sell	-38,660	Closed	-$3.24M	–	396
2022 Q4	$3.24M	Buy	+38,660	New	+$3.32M	0.07%	229

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

WorldQuant Millennium Advisors's PFG Position: Q2 2026 in Review

WorldQuant Millennium Advisors held its Principal Financial Group (PFG) position steady in Q2 2026 at 8,387 shares worth $904K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

WorldQuant Millennium Advisors first reported a position in PFG in Q4 2022 and has held it in 12 quarters since. The position peaked at $12.1M in Q3 2024. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

WorldQuant Millennium Advisors held 8,387 shares of Principal Financial Group worth $904K as of Q2 2026.
WorldQuant Millennium Advisors left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of WorldQuant Millennium Advisors's portfolio in Q2 2026, its #603 holding.
WorldQuant Millennium Advisors first reported a position in Principal Financial Group in Q4 2022 and has held it in 12 quarters since.
WorldQuant Millennium Advisors's Principal Financial Group position peaked at $12.1M in Q3 2024.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on WorldQuant Millennium Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.