Align Financial’s Principal Financial Group PFG Stock Holding History

Align Financial’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	$336	Buy	+3	New	+$340	﹤0.01%	556

Other funds holding PFG

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Align Financial's PFG Position: Q3 2026 in Review

Align Financial opened a new position in Principal Financial Group (PFG) in Q3 2026: 3 shares worth $336. The stake represents ﹤0.01% of the portfolio and ranks #556 among its holdings.

182 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

Align Financial held 3 shares of Principal Financial Group worth $336 as of Q3 2026.
Principal Financial Group was a new Align Financial position in Q3 2026.
Principal Financial Group made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #556 holding.
182 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.