Advisors Asset Management’s Principal Financial Group PFG Stock Holding History

Advisors Asset 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
2024 Q1	–	Sell	-746	Closed	-$58.7M	–	1430
2023 Q4	$58.7M	Hold	746	–	–	1.18%	7
2023 Q3	$58.7M	Buy	+746	New	+$57.9K	1.25%	6
2023 Q2	–	Sell	-746	Closed	-$54M	–	1454
2023 Q1	$54M	Hold	746	–	–	1.09%	8
2022 Q4	$62.6M	Hold	746	–	–	1.27%	6
2022 Q3	$53.8M	Hold	746	–	–	1.07%	8
2022 Q2	$49.8M	Hold	746	–	–	0.89%	11
2022 Q1	$54.8K	Buy	+746	New	+$54K	﹤0.01%	1408
2018 Q2	–	Sell	-746	Closed	-$45K	–	1622
2018 Q1	$45K	Buy	+746	New	+$49.1K	﹤0.01%	1411

Other funds holding PFG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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.