Aspect Partners’s Principal Financial Group PFG Stock Holding History

Aspect Partners’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	$1.19K	Hold	11	–	–	﹤0.01%	552
2026 Q1	$991	Hold	11	–	–	﹤0.01%	601
2025 Q4	$970	Hold	11	–	–	﹤0.01%	637
2025 Q3	$912	Hold	11	–	–	﹤0.01%	657
2025 Q2	$874	Sell	11 -6	-35%	-$461	﹤0.01%	537
2025 Q1	$1.43K	Hold	17	–	–	﹤0.01%	479
2024 Q4	$1.32K	Hold	17	–	–	﹤0.01%	505
2024 Q3	$1.46K	Hold	17	–	–	﹤0.01%	467
2024 Q2	$1.33K	Buy	17 +6	+55%	+$487	﹤0.01%	488
2024 Q1	$949	Hold	11	–	–	﹤0.01%	488
2023 Q4	$865	Buy	+11	New	+$797	﹤0.01%	480

Other funds holding PFG

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Aspect Partners's PFG Position: Q2 2026 in Review

Aspect Partners held its Principal Financial Group (PFG) position steady in Q2 2026 at 11 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Aspect Partners first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.46K in Q3 2024. 205 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Aspect Partners held 11 shares of Principal Financial Group worth $1.19K as of Q2 2026.
Aspect Partners left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #552 holding.
Aspect Partners first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's Principal Financial Group position peaked at $1.46K in Q3 2024.
205 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.