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Ares Financial Consulting’s Principal Financial Group PFG Stock Holding History

Ares Financial Consulting’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
Q2 		$17.4K Hold
161
– – 0.01% 448
2026
Q1 		$14.5K Hold
161
– – 0.01% 465
2025
Q4 		$14.2K Buy
+161
New +$13.6K 0.01% 300

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.34B AUM 25.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Ares Financial Consulting's PFG Position: Q2 2026 in Review

Ares Financial Consulting held its Principal Financial Group (PFG) position steady in Q2 2026 at 161 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #448.

Ares Financial Consulting first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. 504 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Ares Financial Consulting held 161 shares of Principal Financial Group worth $17.4K as of Q2 2026.
  • Ares Financial Consulting left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #448 holding.
  • Ares Financial Consulting first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 504 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.