3 Factor Indexing’s Principal Financial Group PFG Stock Holding History

3 Factor Indexing’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	$108	Hold	1	–	–	﹤0.01%	382
2026 Q1	$91	Buy	+1	New	+$91	﹤0.01%	409

Other funds holding PFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

3 Factor Indexing's PFG Position: Q2 2026 in Review

3 Factor Indexing held its Principal Financial Group (PFG) position steady in Q2 2026 at 1 share worth $108. The position accounts for ﹤0.01% of the portfolio, ranked #382.

3 Factor Indexing first reported a position in PFG in Q1 2026 and has held it in 2 quarters since. 911 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

3 Factor Indexing held 1 share of Principal Financial Group worth $108 as of Q2 2026.
3 Factor Indexing left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of 3 Factor Indexing's portfolio in Q2 2026, its #382 holding.
3 Factor Indexing first reported a position in Principal Financial Group in Q1 2026 and has held it in 2 quarters since.
911 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.