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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WorldQuant Millennium Advisors's PFG Position: Q1 2026 in Review

WorldQuant Millennium Advisors increased its Principal Financial Group (PFG) stake by 9.7% in Q1 2026, buying an estimated $67.6K and bringing the position to 8,387 shares worth $756K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

WorldQuant Millennium Advisors first reported a position in PFG in Q4 2022 and has held it in 11 quarters since. The position peaked at $12.1M in Q3 2024. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

WorldQuant Millennium Advisors held 8,387 shares of Principal Financial Group worth $756K as of Q1 2026.
WorldQuant Millennium Advisors bought 740 Principal Financial Group shares in Q1 2026, an estimated $67.6K.
Principal Financial Group made up ﹤0.01% of WorldQuant Millennium Advisors's portfolio in Q1 2026, its #524 holding.
WorldQuant Millennium Advisors first reported a position in Principal Financial Group in Q4 2022 and has held it in 11 quarters since.
WorldQuant Millennium Advisors's Principal Financial Group position peaked at $12.1M in Q3 2024.
909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on WorldQuant Millennium Advisors's 13F filing for Q1 2026, filed 15 May 2026.