Back to CHARLES SCHWAB INVESTMENT MANAGEMENT INC CHARLES SCHWAB INVESTMENT MANAGEMENT INC

PFGPFG
30 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in PRINCIPAL FINANCIAL GROUP IN

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 5.9M shares of PFG (PRINCIPAL FINANCIAL GROUP IN), worth $533.8M as of 2026-Q1. The position was increased (+310.1% shares). PFG represents 0.1% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.

Current Value

$533.8M

Current Shares

5.9M

Total Value Change

+$450.6M

Total Shares Change

+4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
5.9M
+310.1%
$533.8M0.1%$93.67
51
2025-Q4
Increased
1.4M
+0.0%
$127.4M0.0%$88.90
30
2025-Q3
Decreased
1.4M
-1.6%
$119.8M0.0%$81.70
0
2025-Q2
Decreased
1.5M
-0.0%
$116.6M0.0%$77.68
0
2025-Q1
Increased
1.5M
+1.4%
$123.9M0.0%$80.69
30
2024-Q4
Increased
1.4M
+3.2%
$112.1M0.0%$74.34
31
2024-Q3
Increased
1.4M
+1.4%
$120.6M0.0%$82.18
30
2024-Q2
Increased
1.4M
+1.5%
$108.6M0.0%$74.22
30
2024-Q1
Increased
1.4M
+4.0%
$117.7M0.0%$80.95
31
2023-Q4
Increased
1.3M
+2.3%
$103.2M0.0%$73.15
31
2023-Q3
Increased
1.3M
+0.3%
$92.4M0.0%$66.41
30
2023-Q2
Decreased
1.3M
-0.2%
$97M0.0%$69.08
0
2023-Q1
Decreased
1.3M
-73.9%
$95.2M0.0%$67.10
0
2022-Q4
Increased
4.9M
+9.0%
$412.1M0.1%$75.28
41
2022-Q3
Increased
4.5M
+6.4%
$324.9M0.1%$63.61
39
2022-Q2
Increased
4.2M
+4.4%
$282.6M0.1%$59.45
32
2022-Q1
Increased
4.1M
+6.6%
$297.6M0.1%$65.26
33
2021-Q4
Increased
3.8M
+2.6%
$275M0.1%$62.49
32
2021-Q3
Increased
3.7M
+8.1%
$238.6M0.1%$56.12
33
2021-Q2
Increased
3.4M
+10.5%
$216.6M0.1%$53.56
34
2021-Q1
Decreased
3.1M
-7.3%
$186M0.1%$51.11
0
2020-Q4
Increased
3.3M
+1.9%
$166.1M0.1%$40.72
31
2020-Q3
Increased
3.3M
+7.5%
$132.3M0.1%$33.07
33
2020-Q2
Increased
3.1M
+35.1%
$127M0.1%$32.89
39
2020-Q1
Increased
2.3M
+5.8%
$70.9M0.0%$26.70
31
2019-Q4
Increased
2.1M
+2.3%
$117.6M0.1%$43.40
31
2019-Q3
Increased
2.1M
+2.7%
$119.5M0.1%$45.11
31
2019-Q2
Increased
2M
+3.6%
$118M0.1%$45.07
31
2019-Q1
Increased
2M
+4.4%
$98.7M0.1%$38.66
31
2018-Q4
New
1.9M
-
$83.2M0.1%$33.21
41

Other major holders of PFG: VANGUARD GROUP INC

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