Azimuth Capital Investment Management’s Principal Financial Group PFG Stock Holding History

Azimuth Capital Investment 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	$10.4M	Sell	96,346 -1,374	-1%	-$140K	0.35%	96
2026 Q1	$8.81M	Sell	97,720 -40,233	-29%	-$3.68M	0.33%	106
2025 Q4	$12.2M	Buy	137,953 +3,548	+3%	+$299K	0.44%	74
2025 Q3	$11.1M	Buy	134,405 +55,815	+71%	+$4.46M	0.4%	80
2025 Q2	$6.24M	Buy	78,590 +2,550	+3%	+$196K	0.23%	130
2025 Q1	$6.42M	Buy	76,040 +4,040	+6%	+$336K	0.26%	125
2024 Q4	$5.57M	Buy	72,000 +2,785	+4%	+$235K	0.22%	135
2024 Q3	$5.95M	Buy	69,215 +4,755	+7%	+$384K	0.23%	134
2024 Q2	$5.06M	Buy	64,460 +3,650	+6%	+$296K	0.21%	142
2024 Q1	$5.25M	Buy	+60,810	New	+$4.88M	0.22%	141

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

Azimuth Capital Investment Management's PFG Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its Principal Financial Group (PFG) stake by 1.4% in Q2 2026, selling an estimated $140K and leaving 96,346 shares worth $10.4M. The position accounts for 0.35% of the portfolio, ranked #96.

Azimuth Capital Investment Management first reported a position in PFG in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.2M in Q4 2025. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Azimuth Capital Investment Management held 96,346 shares of Principal Financial Group worth $10.4M as of Q2 2026.
Azimuth Capital Investment Management sold 1,374 Principal Financial Group shares in Q2 2026, an estimated $140K.
Principal Financial Group made up 0.35% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #96 holding.
Azimuth Capital Investment Management first reported a position in Principal Financial Group in Q1 2024 and has held it in 10 quarters since.
Azimuth Capital Investment Management's Principal Financial Group position peaked at $12.2M in Q4 2025.
950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.