YIH
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Y-Intercept (HK)’s Principal Financial Group PFG Stock Holding History

Y-Intercept (HK)’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 		– Sell
-18,139
Closed -$1.6M – 1934
2025
Q4 		$1.6M Buy
+18,139
New +$1.53M 0.04% 732
2025
Q2 		– Sell
-5,133
Closed -$433K – 1925
2025
Q1 		$433K Sell
5,133
-6,592
-56% -$548K 0.03% 760
2024
Q4 		$908K Buy
+11,725
New +$988K 0.06% 466
2024
Q3 		– Sell
-40,125
Closed -$3.15M – 1682
2024
Q2 		$3.15M Buy
40,125
+4,506
+13% +$366K 0.17% 130
2024
Q1 		$3.07M Buy
35,619
+32,455
+1,026% +$2.6M 0.23% 86
2023
Q4 		$249K Sell
3,164
-8,344
-73% -$604K 0.02% 897
2023
Q3 		$829K Buy
+11,508
New +$893K 0.08% 374
2023
Q1 		– Sell
-15,428
Closed -$1.29M – 1447
2022
Q4 		$1.29M Buy
15,428
+7,679
+99% +$659K 0.19% 135
2022
Q3 		$559K Buy
+7,749
New +$557K 0.06% 485
2022
Q2 		– Sell
-4,139
Closed -$304K – 1118
2022
Q1 		$304K Sell
4,139
-4,354
-51% -$315K 0.07% 439
2021
Q4 		$614K Buy
8,493
+2,255
+36% +$157K 0.15% 202
2021
Q3 		$402K Buy
+6,238
New +$400K 0.07% 393

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Y-Intercept (HK)'s PFG Position: Q1 2026 in Review

Y-Intercept (HK) sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 18,139 shares — an estimated $1.6M sold.

Y-Intercept (HK) first reported a position in PFG in Q3 2021 and held it in 12 quarters. The position peaked at $3.15M in Q2 2024. 914 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Y-Intercept (HK) reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 18,139 Principal Financial Group shares in Q1 2026, an estimated $1.6M.
  • Y-Intercept (HK) first reported a position in Principal Financial Group in Q3 2021 and held it in 12 quarters.
  • Y-Intercept (HK)'s Principal Financial Group position peaked at $3.15M in Q2 2024.
  • 914 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Y-Intercept (HK)'s 13F filing for Q1 2026, filed 27 Apr 2026.