Apella Capital
PFG icon

Apella Capital’s Principal Financial Group PFG Stock Holding History

Apella Capital’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 		$712K Buy
6,544
+1,186
+22% +$134K 0.01% 450
2026
Q2 		$605K Buy
5,358
+57
+1% +$5.79K 0.01% 439
2026
Q1 		$510K Sell
5,301
-533
-9% -$48.7K 0.01% 466
2025
Q4 		$515K Buy
5,834
+1
+0% +$84 0.01% 358
2025
Q3 		$457K Buy
5,833
+2,982
+105% +$238K 0.01% 336
2025
Q2 		$229K Buy
+2,851
New +$219K 0.01% 393

Other funds holding PFG

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Apella Capital's PFG Position: Q3 2026 in Review

Apella Capital increased its Principal Financial Group (PFG) stake by 22% in Q3 2026, buying an estimated $134K and bringing the position to 6,544 shares worth $712K. The position accounts for 0.01% of the portfolio, ranked #450.

Apella Capital first reported a position in PFG in Q2 2025 and has held it in 6 quarters since. 266 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Apella Capital held 6,544 shares of Principal Financial Group worth $712K as of Q3 2026.
  • Apella Capital bought 1,186 Principal Financial Group shares in Q3 2026, an estimated $134K.
  • Principal Financial Group made up 0.01% of Apella Capital's portfolio in Q3 2026, its #450 holding.
  • Apella Capital first reported a position in Principal Financial Group in Q2 2025 and has held it in 6 quarters since.
  • 266 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.