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Accredited Investors’s Principal Financial Group PFG Stock Holding History

Accredited Investors’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 		$309K Hold
2,866
– – 0.01% 236
2026
Q1 		$258K Buy
+2,866
New +$262K 0.01% 243

Other funds holding PFG

BlackRock
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Accredited Investors's PFG Position: Q2 2026 in Review

Accredited Investors held its Principal Financial Group (PFG) position steady in Q2 2026 at 2,866 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #236.

Accredited Investors first reported a position in PFG in Q1 2026 and has held it in 2 quarters since. 550 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Accredited Investors held 2,866 shares of Principal Financial Group worth $309K as of Q2 2026.
  • Accredited Investors left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.01% of Accredited Investors's portfolio in Q2 2026, its #236 holding.
  • Accredited Investors first reported a position in Principal Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 550 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.