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Abich Financial Wealth Management’s Principal Financial Group PFG Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$279K Buy
+3,370
New +$269K 0.1% 90
2024
Q3 		$91.4K Sell
1,064
-400
-27% -$32.3K 0.21% 49
2024
Q2 		$115K Buy
+1,464
New +$119K 0.08% 88
2024
Q1 		– Sell
-834
Closed -$65.6K – 605
2023
Q4 		$65.6K Buy
+834
New +$60.4K 0.06% 82

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Abich Financial Wealth Management's PFG Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Principal Financial Group (PFG) in Q3 2025: 3,370 shares worth $279K. The stake represents 0.1% of the portfolio and ranks #90 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in PFG as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in PFG in Q4 2023 and has held it in 4 quarters since. 830 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

  • Abich Financial Wealth Management held 3,370 shares of Principal Financial Group worth $279K as of Q3 2025.
  • Principal Financial Group was a new Abich Financial Wealth Management position in Q3 2025.
  • Principal Financial Group made up 0.1% of Abich Financial Wealth Management's portfolio in Q3 2025, its #90 holding.
  • Abich Financial Wealth Management first reported a position in Principal Financial Group in Q4 2023 and has held it in 4 quarters since.
  • 830 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.