Accel Wealth Management
PFG icon

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

Accel 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
2026
Q3 		$271K Buy
+2,421
New +$274K 0.06% 239
2023
Q2 		– Sell
-1,956
Closed -$145K – 662
2023
Q1 		$145K Buy
1,956
+323
+20% +$27.4K 0.06% 261
2022
Q4 		$137K Buy
1,633
+2
+0.1% +$172 0.07% 200
2022
Q3 		$129K Buy
1,631
+1
+0.1% +$72 0.07% 213
2022
Q2 		$102K Buy
1,630
+264
+19% +$18.6K 0.06% 236
2022
Q1 		$101K Buy
1,366
+1
+0.1% +$72 0.05% 254
2021
Q4 		$99K Sell
1,365
-95
-7% -$6.63K 0.05% 262
2021
Q3 		$94K Buy
1,460
+1
+0.1% +$64 0.06% 228
2021
Q2 		$92K Sell
1,459
-37
-2% -$2.37K 0.06% 245
2021
Q1 		$90K Sell
1,496
-143
-9% -$7.97K 0.07% 230
2020
Q4 		$81K Buy
+1,639
New +$75.1K 0.08% 226

Other funds holding PFG

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Accel Wealth Management's PFG Position: Q3 2026 in Review

Accel Wealth Management opened a new position in Principal Financial Group (PFG) in Q3 2026: 2,421 shares worth $271K. The stake represents 0.06% of the portfolio and ranks #239 among its holdings. This is a return to the name: Accel Wealth Management previously reported a position in PFG as recently as Q1 2023.

Accel Wealth Management first reported a position in PFG in Q4 2020 and has held it in 11 quarters since. 629 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Accel Wealth Management held 2,421 shares of Principal Financial Group worth $271K as of Q3 2026.
  • Principal Financial Group was a new Accel Wealth Management position in Q3 2026.
  • Principal Financial Group made up 0.06% of Accel Wealth Management's portfolio in Q3 2026, its #239 holding.
  • Accel Wealth Management first reported a position in Principal Financial Group in Q4 2020 and has held it in 11 quarters since.
  • 629 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.