SPL
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Superior Planning, LLC’s Principal Financial Group PFG Stock Holding History

Superior Planning, LLC’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
Q3 		$1.57K Buy
+14
New +$1.58K ﹤0.01% 1633

Other funds holding PFG

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's PFG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Principal Financial Group (PFG) in Q3 2026: 14 shares worth $1.57K. The stake represents ﹤0.01% of the portfolio and ranks #1633 among its holdings.

717 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Superior Planning, LLC held 14 shares of Principal Financial Group worth $1.57K as of Q3 2026.
  • Principal Financial Group was a new Superior Planning, LLC position in Q3 2026.
  • Principal Financial Group made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1633 holding.
  • 717 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.