Auxier Asset Management’s Principal Financial Group PFG Stock Holding History

Auxier Asset 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 Q2	$250K	Hold	2,322	–	–	0.03%	168
2026 Q1	$209K	Hold	2,322	–	–	0.03%	170
2025 Q4	$205K	Buy	+2,322	New	+$196K	0.03%	170
2024 Q2	–	Sell	-2,322	Closed	-$200K	–	172
2024 Q1	$200K	Buy	+2,322	New	+$186K	0.03%	169
2016 Q3	–	Sell	-5,322	Closed	-$219K	–	153
2016 Q2	$219K	Hold	5,322	–	–	0.05%	135
2016 Q1	$210K	Hold	5,322	–	–	0.05%	136
2015 Q4	$239K	Hold	5,322	–	–	0.05%	131
2015 Q3	$252K	Hold	5,322	–	–	0.06%	124
2015 Q2	$273K	Buy	+5,322	New	+$276K	0.06%	123

Other funds holding PFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NLI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Auxier Asset Management's PFG Position: Q2 2026 in Review

Auxier Asset Management held its Principal Financial Group (PFG) position steady in Q2 2026 at 2,322 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #168.

Auxier Asset Management first reported a position in PFG in Q2 2015 and has held it in 9 quarters since. The position peaked at $273K in Q2 2015. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Auxier Asset Management held 2,322 shares of Principal Financial Group worth $250K as of Q2 2026.
Auxier Asset Management left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.03% of Auxier Asset Management's portfolio in Q2 2026, its #168 holding.
Auxier Asset Management first reported a position in Principal Financial Group in Q2 2015 and has held it in 9 quarters since.
Auxier Asset Management's Principal Financial Group position peaked at $273K in Q2 2015.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Auxier Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.