Jefferies Group's PFG Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 14,959 shares of Principal Financial Group, Inc. (PFG) worth $1.61 M, representing 0.01% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in PFG, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 16,070 shares. Largest reduction occurred in Q4 2024, reducing 30,693 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Principal Financial Group (PFG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Principal Financial Group (PFG) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -7,041 | Reduce 32.00% | 14,959 | $107.78 |
| Q1 2026 | -131 | Reduce 0.59% | 22,000 | $90.11 |
| Q4 2025 | +13,131 | Add 145.90% | 22,131 | $88.21 |
| Q3 2025 | +9,000 | New Buy | 9,000 | $82.91 |
| Q2 2025 | -2,603 | Sold Out | 0 | $0.00 |
| Q1 2025 | +2,603 | New Buy | 2,603 | $84.37 |
| Q4 2024 | -30,693 | Sold Out | 0 | $0.00 |
| Q3 2024 | +14,623 | Add 91.00% | 30,693 | $85.90 |
| Q2 2024 | +16,070 | New Buy | 16,070 | $78.45 |
| Q3 2023 | -13,238 | Sold Out | 0 | $0.00 |
| Q2 2023 | +7,743 | Add 140.91% | 13,238 | $75.84 |
| Q1 2023 | -30,168 | Reduce 84.59% | 5,495 | $74.32 |
| Q4 2022 | +35,663 | New Buy | 35,663 | $83.92 |
Jefferies Group's Principal Financial Group Investment FAQs
Jefferies Group first purchased Principal Financial Group, Inc. (PFG) in Q4 2022, acquiring 35,663 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Principal Financial Group, Inc. (PFG) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to Principal Financial Group, Inc. (PFG) was in Q4 2022, adding 35,663 shares worth $2.99 M.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 14,959 shares of Principal Financial Group, Inc. (PFG), valued at approximately $1.61 M.
As of the Q2 2026 filing, Principal Financial Group, Inc. (PFG) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Principal Financial Group, Inc. (PFG) was 35,663 shares, as reported at the end of Q4 2022.