AlphaStar Capital Management
PFG icon

AlphaStar Capital Management’s Principal Financial Group PFG Stock Holding History

AlphaStar Capital 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 		$590K Buy
5,274
+361
+7% +$40.9K 0.04% 145
2026
Q2 		$529K Buy
4,913
+373
+8% +$37.9K 0.03% 151
2026
Q1 		$409K Buy
4,540
+62
+1% +$5.67K 0.03% 164
2025
Q4 		$395K Buy
4,478
+281
+7% +$23.7K 0.03% 179
2025
Q3 		$348K Sell
4,197
-13
-0.3% -$1.04K 0.03% 154
2025
Q2 		$334K Buy
+4,210
New +$323K 0.02% 278

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

AlphaStar Capital Management's PFG Position: Q3 2026 in Review

AlphaStar Capital Management increased its Principal Financial Group (PFG) stake by 7.3% in Q3 2026, buying an estimated $40.9K and bringing the position to 5,274 shares worth $590K. The position accounts for 0.04% of the portfolio, ranked #145.

AlphaStar Capital Management first reported a position in PFG in Q2 2025 and has held it in 6 quarters since. 578 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • AlphaStar Capital Management held 5,274 shares of Principal Financial Group worth $590K as of Q3 2026.
  • AlphaStar Capital Management bought 361 Principal Financial Group shares in Q3 2026, an estimated $40.9K.
  • Principal Financial Group made up 0.04% of AlphaStar Capital Management's portfolio in Q3 2026, its #145 holding.
  • AlphaStar Capital Management first reported a position in Principal Financial Group in Q2 2025 and has held it in 6 quarters since.
  • 578 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on AlphaStar Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.