Advisors Asset Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.32M | Buy |
40,073
+90
| +0.2% | +$9.14K | 0.07% | 394 |
|
|
2026
Q1 | $3.6M | Buy |
39,983
+1,146
| +3% | +$105K | 0.06% | 419 |
|
|
2025
Q4 | $3.43M | Buy |
38,837
+1,702
| +5% | +$144K | 0.06% | 427 |
|
|
2025
Q3 | $3.08M | Sell |
37,135
-641
| -2% | -$51.2K | 0.05% | 465 |
|
|
2025
Q2 | $3M | Buy |
37,776
+2,148
| +6% | +$165K | 0.05% | 459 |
|
|
2025
Q1 | $3.01M | Buy |
35,628
+2,623
| +8% | +$218K | 0.06% | 453 |
|
|
2024
Q4 | $2.55M | Sell |
33,005
-1,480
| -4% | -$125K | 0.05% | 501 |
|
|
2024
Q3 | $2.96M | Sell |
34,485
-2,351
| -6% | -$190K | 0.05% | 451 |
|
|
2024
Q2 | $2.89M | Sell |
36,836
-5,763
| -14% | -$468K | 0.06% | 435 |
|
|
2024
Q1 | $3.68M | Sell |
42,599
-5,056
| -11% | -$406K | 0.07% | 347 |
|
|
2023
Q4 | $3.75M | Sell |
47,655
-10,513
| -18% | -$761K | 0.08% | 327 |
|
|
2023
Q3 | $4.19M | Sell |
58,168
-5,707
| -9% | -$443K | 0.09% | 283 |
|
|
2023
Q2 | $61.4M | Buy |
63,875
+1,262
| +2% | +$91K | 1.24% | 6 |
|
|
2023
Q1 | $4.65M | Buy |
62,613
+10,194
| +19% | +$865K | 0.09% | 264 |
|
|
2022
Q4 | $4.4M | Buy |
52,419
+14,661
| +39% | +$1.26M | 0.09% | 262 |
|
|
2022
Q3 | $2.72M | Buy |
37,758
+1,535
| +4% | +$110K | 0.05% | 406 |
|
|
2022
Q2 | $2.42M | Buy |
36,223
+2,394
| +7% | +$168K | 0.04% | 453 |
|
|
2022
Q1 | $2.48M | Sell |
33,829
-2,768
| -8% | -$200K | 0.04% | 517 |
|
|
2021
Q4 | $2.65M | Sell |
36,597
-7,059
| -16% | -$493K | 0.04% | 514 |
|
|
2021
Q3 | $2.81M | Sell |
43,656
-8,075
| -16% | -$518K | 0.04% | 471 |
|
|
2021
Q2 | $50.2M | Sell |
51,731
-10,925
| -17% | -$698K | 0.7% | 13 |
|
|
2021
Q1 | $3.76M | Sell |
62,656
-6,649
| -10% | -$371K | 0.06% | 338 |
|
|
2020
Q4 | $40.4M | Sell |
69,305
-7,708
| -10% | -$353K | 0.63% | 18 |
|
|
2020
Q3 | $3.1M | Sell |
77,013
-11,361
| -13% | -$484K | 0.06% | 321 |
|
|
2020
Q2 | $3.67M | Sell |
88,374
-1,552
| -2% | -$56.6K | 0.07% | 271 |
|
|
2020
Q1 | $2.83M | Buy |
89,926
+7,737
| +9% | +$366K | 0.07% | 300 |
|
|
2019
Q4 | $4.52M | Buy |
82,189
+4,905
| +6% | +$268K | 0.08% | 276 |
|
|
2019
Q3 | $4.42M | Buy |
77,284
+11,032
| +17% | +$621K | 0.08% | 277 |
|
|
2019
Q2 | $3.84M | Buy |
66,252
+18,037
| +37% | +$994K | 0.07% | 328 |
|
|
2019
Q1 | $2.42M | Buy |
48,215
+13,182
| +38% | +$653K | 0.04% | 471 |
|
|
2018
Q4 | $1.55M | Buy |
35,033
+7,200
| +26% | +$354K | 0.03% | 614 |
|
|
2018
Q3 | $1.63M | Sell |
27,833
-265
| -0.9% | -$14.8K | 0.03% | 672 |
|
|
2018
Q2 | $1.49M | Sell |
28,098
-12,041
| -30% | -$700K | 0.03% | 698 |
|
|
2018
Q1 | $2.5M | Sell |
40,139
-15,408
| -28% | -$1.01M | 0.04% | 536 |
|
|
2017
Q4 | $3.92M | Sell |
55,547
-21,508
| -28% | -$1.48M | 0.06% | 398 |
|
|
2017
Q3 | $4.96M | Sell |
77,055
-5,077
| -6% | -$327K | 0.08% | 330 |
|
|
2017
Q2 | $5.26M | Sell |
82,132
-6,500
| -7% | -$412K | 0.09% | 316 |
|
|
2017
Q1 | $5.59M | Sell |
88,632
-5,736
| -6% | -$350K | 0.09% | 296 |
|
|
2016
Q4 | $5.46M | Buy |
94,368
+6,416
| +7% | +$360K | 0.09% | 317 |
|
|
2016
Q3 | $4.53M | Buy |
87,952
+17,850
| +25% | +$835K | 0.07% | 382 |
|
|
2016
Q2 | $2.88M | Buy |
70,102
+27,403
| +64% | +$1.16M | 0.05% | 543 |
|
|
2016
Q1 | $1.68M | Buy |
42,699
+21,923
| +106% | +$843K | 0.03% | 690 |
|
|
2015
Q4 | $935K | Buy |
20,776
+15,554
| +298% | +$759K | 0.01% | 928 |
|
|
2015
Q3 | $247K | Sell |
5,222
-4,530
| -46% | -$235K | ﹤0.01% | 1312 |
|
|
2015
Q2 | $500K | Sell |
9,752
-3,381
| -26% | -$175K | 0.01% | 1122 |
|
|
2015
Q1 | $675K | Sell |
13,133
-3,085
| -19% | -$155K | 0.01% | 991 |
|
|
2014
Q4 | $842K | Sell |
16,218
-3,593
| -18% | -$186K | 0.01% | 907 |
|
|
2014
Q3 | $1.04M | Buy |
19,811
+496
| +3% | +$25.9K | 0.01% | 796 |
|
|
2014
Q2 | $975K | Buy |
19,315
+5,270
| +38% | +$248K | 0.01% | 833 |
|
|
2014
Q1 | $646K | Buy |
14,045
+3,640
| +35% | +$167K | 0.01% | 906 |
|
|
2013
Q4 | $513K | Buy |
10,405
+3,094
| +42% | +$147K | 0.01% | 954 |
|
|
2013
Q3 | $313K | Buy |
7,311
+2,137
| +41% | +$89.1K | 0.01% | 1026 |
|
|
2013
Q2 | $194K | Buy |
+5,174
| New | +$189K | ﹤0.01% | 1115 |
|
Other funds holding PFG
NLI
Advisors Asset Management's PFG Position: Q2 2026 in Review
Advisors Asset Management increased its Principal Financial Group (PFG) stake by 0.23% in Q2 2026, buying an estimated $9.14K and bringing the position to 40,073 shares worth $4.32M. The position accounts for 0.07% of the portfolio, ranked #394.
Advisors Asset Management first reported a position in PFG in Q2 2013 and has held it in 53 quarters since. The position peaked at $61.4M in Q2 2023. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Advisors Asset Management held 40,073 shares of Principal Financial Group worth $4.32M as of Q2 2026.
- Advisors Asset Management bought 90 Principal Financial Group shares in Q2 2026, an estimated $9.14K.
- Principal Financial Group made up 0.07% of Advisors Asset Management's portfolio in Q2 2026, its #394 holding.
- Advisors Asset Management first reported a position in Principal Financial Group in Q2 2013 and has held it in 53 quarters since.
- Advisors Asset Management's Principal Financial Group position peaked at $61.4M in Q2 2023.
- 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.