Ray Dalio's PFG Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 220,922 shares of Principal Financial Group, Inc. (PFG) worth $19.91 M, representing 0.09% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in PFG, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 200,684 shares. Largest reduction occurred in Q1 2026, reducing 254,565 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Principal Financial Group (PFG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Principal Financial Group (PFG) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -254,565 | Reduce 53.54% | 220,922 | $90.11 |
| Q4 2025 | -16,046 | Reduce 3.26% | 475,487 | $88.21 |
| Q3 2025 | +39,985 | Add 8.86% | 491,533 | $82.91 |
| Q2 2025 | -2,888 | Reduce 0.64% | 451,548 | $79.43 |
| Q1 2025 | +200,684 | Add 79.09% | 454,436 | $84.37 |
| Q4 2024 | +69,669 | Add 37.85% | 253,752 | $77.41 |
| Q3 2024 | +85,575 | Add 86.87% | 184,083 | $85.90 |
| Q2 2024 | +1,632 | Add 1.68% | 98,508 | $78.45 |
| Q1 2024 | +91,229 | Add 1615.53% | 96,876 | $86.31 |
| Q4 2023 | -15,983 | Reduce 73.89% | 5,647 | $78.67 |
| Q3 2023 | +8,015 | Add 58.87% | 21,630 | $72.07 |
| Q2 2023 | +13,615 | New Buy | 13,615 | $75.84 |
| Q1 2023 | -58,518 | Sold Out | 0 | $0.00 |
| Q4 2022 | +21,970 | Add 60.11% | 58,518 | $83.92 |
| Q3 2022 | +16,506 | Add 82.36% | 36,548 | $72.15 |
| Q2 2022 | -8,218 | Reduce 29.08% | 20,042 | $66.81 |
| Q1 2022 | -18,917 | Reduce 40.10% | 28,260 | $73.43 |
| Q4 2021 | -60,088 | Reduce 56.02% | 47,177 | $72.32 |
| Q3 2021 | +13,754 | Add 14.71% | 107,265 | $64.40 |
| Q2 2021 | +7,815 | Add 9.12% | 93,511 | $63.19 |
| Q1 2021 | +40,713 | Add 90.51% | 85,696 | $59.96 |
| Q4 2020 | +44,983 | New Buy | 44,983 | $49.62 |
| Q1 2020 | -57,469 | Sold Out | 0 | $0.00 |
| Q4 2019 | +57,469 | New Buy | 57,469 | $55.00 |
| Q2 2018 | -16,622 | Sold Out | 0 | $0.00 |
| Q1 2018 | +16,622 | New Buy | 16,622 | $60.88 |
| Q3 2016 | -26,900 | Sold Out | 0 | $0.00 |
| Q2 2016 | +18,600 | Add 224.10% | 26,900 | $41.12 |
| Q1 2016 | +8,300 | New Buy | 8,300 | $39.40 |
| Q3 2013 | -6,600 | Sold Out | 0 | $0.00 |
| Q2 2013 | +6,600 | Add 0.00% | 6,600 | $37.42 |
Ray Dalio's Principal Financial Group Investment FAQs
Ray Dalio first purchased Principal Financial Group, Inc. (PFG) in Q2 2013, acquiring 6,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Principal Financial Group, Inc. (PFG) for 31 quarters since Q2 2013.
Ray Dalio's largest addition to Principal Financial Group, Inc. (PFG) was in Q1 2025, adding 454,436 shares worth $38.34 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 220,922 shares of Principal Financial Group, Inc. (PFG), valued at approximately $19.91 M.
As of the Q1 2026 filing, Principal Financial Group, Inc. (PFG) represents approximately 0.09% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Principal Financial Group, Inc. (PFG) was 491,533 shares, as reported at the end of Q3 2025.