YCM
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Yousif Capital Management’s Principal Financial Group PFG Stock Holding History

Yousif Capital Management’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 		$2.94M Buy
27,233
+4,361
+19% +$443K 0.03% 512
2026
Q1 		$2.06M Sell
22,872
-1,008
-4% -$92.1K 0.02% 653
2025
Q4 		$2.11M Sell
23,880
-2,050
-8% -$173K 0.02% 675
2025
Q3 		$2.15M Sell
25,930
-2,311
-8% -$185K 0.02% 680
2025
Q2 		$2.24M Sell
28,241
-466
-2% -$35.8K 0.02% 675
2025
Q1 		$2.42M Sell
28,707
-778
-3% -$64.7K 0.03% 613
2024
Q4 		$2.28M Sell
29,485
-10,183
-26% -$858K 0.03% 675
2024
Q3 		$3.41M Buy
39,668
+9,257
+30% +$748K 0.04% 470
2024
Q2 		$2.39M Sell
30,411
-879
-3% -$71.4K 0.03% 668
2024
Q1 		$2.7M Sell
31,290
-791
-2% -$63.5K 0.03% 643
2023
Q4 		$2.52M Sell
32,081
-880
-3% -$63.7K 0.03% 658
2023
Q3 		$2.38M Sell
32,961
-1,226
-4% -$95.2K 0.03% 635
2023
Q2 		$2.59M Buy
34,187
+306
+0.9% +$22.1K 0.03% 628
2023
Q1 		$2.52M Sell
33,881
-2,200
-6% -$187K 0.03% 626
2022
Q4 		$3.03M Sell
36,081
-1,856
-5% -$159K 0.04% 520
2022
Q3 		$2.74M Sell
37,937
-1,229
-3% -$88.3K 0.04% 541
2022
Q2 		$2.62M Sell
39,166
-2,990
-7% -$210K 0.03% 626
2022
Q1 		$3.1M Buy
42,156
+11
+0% +$796 0.03% 612
2021
Q4 		$3.05M Buy
+42,145
New +$2.94M 0.03% 663

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Yousif Capital Management's PFG Position: Q2 2026 in Review

Yousif Capital Management increased its Principal Financial Group (PFG) stake by 19% in Q2 2026, buying an estimated $443K and bringing the position to 27,233 shares worth $2.94M. The position accounts for 0.03% of the portfolio, ranked #512.

Yousif Capital Management first reported a position in PFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.41M in Q3 2024. 202 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Yousif Capital Management held 27,233 shares of Principal Financial Group worth $2.94M as of Q2 2026.
  • Yousif Capital Management bought 4,361 Principal Financial Group shares in Q2 2026, an estimated $443K.
  • Principal Financial Group made up 0.03% of Yousif Capital Management's portfolio in Q2 2026, its #512 holding.
  • Yousif Capital Management first reported a position in Principal Financial Group in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Principal Financial Group position peaked at $3.41M in Q3 2024.
  • 202 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.