Current position

Ray Dalio’s Principal Financial Group In (PFG) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Bridgewater Associates, LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2011Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares491.53KHighest verified quarter-end share count
Quarters reported29Verified quarters with shares above zero
What happened?

Bridgewater Associates, LP first reported Principal Financial Group In in Q3 2011. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Bridgewater Associates, LP currently reports 16.01K shares. The latest verified filing showed: Sold 92.8% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 92.8% of the position−204.91K shares · 16.01K shares remained
Filing context

Quarter-end price $107.78 · Estimated holding basis $83.76

Q1 2026
Sold 53.5% of the position−254.57K shares · 220.92K shares remained
Filing context

Quarter-end price $90.11 · Estimated holding basis $83.76

Q4 2025
Sold 3.3% of the position−16.05K shares · 475.49K shares remained
Filing context

Quarter-end price $88.21 · Estimated holding basis $83.76

Q3 2025
Bought 8.9% more+39.99K shares · 491.53K shares reported after the change
Filing context

Quarter-end price $82.91 · Estimated holding basis $83.76

Q2 2025
Sold 0.6% of the position−2.89K shares · 451.55K shares remained
Filing context

Quarter-end price $79.43 · Estimated holding basis $83.84

Q1 2025
Bought 79.1% more+200.68K shares · 454.44K shares reported after the change
Filing context

Quarter-end price $84.37 · Estimated holding basis $83.84

Portfolio importance

How important is Principal Financial Group In in Bridgewater Associates, LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.0%Q2 2026
Current rank#748of 997 reported positions
Peak portfolio weight0.2%Q1 2025
Best historical rank#99Q3 2025
At peak importanceQ1 2025
PFG
0.2%
Largest holding
8.7%
Cross-investor discovery

Who else owns Principal Financial Group In?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
PFG0.1% of reported portfolio
Explore Principal Financial Group In across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$116.902026-09-14

Market context only; not an investor transaction price.

Latest filing quarter-end price$107.78Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$83.76Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Bridgewater Associates, LP’s Form 13F disclosures, not Ray Dalio’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.