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Xponance’s Principal Financial Group PFG Stock Holding History

Xponance’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 		$7.02M Buy
65,100
+4,403
+7% +$447K 0.04% 304
2026
Q1 		$5.47M Sell
60,697
-52,527
-46% -$4.8M 0.04% 341
2025
Q4 		$9.99M Buy
113,224
+4,723
+4% +$399K 0.07% 205
2025
Q3 		$9M Sell
108,501
-77
-0.1% -$6.16K 0.07% 208
2025
Q2 		$8.62M Buy
108,578
+925
+0.9% +$71K 0.07% 217
2025
Q1 		$9.08M Buy
107,653
+3,006
+3% +$250K 0.09% 183
2024
Q4 		$8.1M Buy
104,647
+61,439
+142% +$5.18M 0.07% 207
2024
Q3 		$3.71M Buy
43,208
+464
+1% +$37.5K 0.04% 377
2024
Q2 		$3.35M Buy
42,744
+2,578
+6% +$209K 0.03% 388
2024
Q1 		$3.47M Buy
40,166
+3,206
+9% +$257K 0.04% 380
2023
Q4 		$2.91M Buy
36,960
+5,324
+17% +$386K 0.03% 382
2023
Q3 		$2.28M Buy
31,636
+420
+1% +$32.6K 0.03% 424
2023
Q2 		$2.37M Buy
31,216
+97
+0.3% +$6.99K 0.03% 430
2023
Q1 		$2.31M Buy
31,119
+1,606
+5% +$136K 0.03% 424
2022
Q4 		$2.48M Buy
29,513
+3,620
+14% +$311K 0.04% 396
2022
Q3 		$1.87M Buy
25,893
+3,277
+14% +$235K 0.04% 403
2022
Q2 		$1.51M Buy
22,616
+5,470
+32% +$385K 0.03% 453
2022
Q1 		$1.26M Buy
17,146
+658
+4% +$47.6K 0.02% 518
2021
Q4 		$1.19M Buy
16,488
+3,598
+28% +$251K 0.02% 546
2021
Q3 		$830K Sell
12,890
-1,484
-10% -$95.3K 0.02% 650
2021
Q2 		$908K Sell
14,374
-62,178
-81% -$3.98M 0.02% 641
2021
Q1 		$4.59M Buy
76,552
+228
+0.3% +$12.7K 0.1% 180
2020
Q4 		$3.79M Sell
76,324
-2,131
-3% -$97.6K 0.08% 201
2020
Q3 		$3.16M Sell
78,455
-14,964
-16% -$638K 0.08% 204
2020
Q2 		$3.88M Buy
+93,419
New +$3.41M 0.1% 179

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

Xponance's PFG Position: Q2 2026 in Review

Xponance increased its Principal Financial Group (PFG) stake by 7.3% in Q2 2026, buying an estimated $447K and bringing the position to 65,100 shares worth $7.02M. The position accounts for 0.04% of the portfolio, ranked #304.

Xponance first reported a position in PFG in Q2 2020 and has held it in 25 quarters since. The position peaked at $9.99M in Q4 2025. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Xponance held 65,100 shares of Principal Financial Group worth $7.02M as of Q2 2026.
  • Xponance bought 4,403 Principal Financial Group shares in Q2 2026, an estimated $447K.
  • Principal Financial Group made up 0.04% of Xponance's portfolio in Q2 2026, its #304 holding.
  • Xponance first reported a position in Principal Financial Group in Q2 2020 and has held it in 25 quarters since.
  • Xponance's Principal Financial Group position peaked at $9.99M in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.