CAWM
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Capital A Wealth Management’s Principal Financial Group PFG Stock Holding History

Capital A Wealth 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
2025
Q2 		$26.6K Buy
338
+332
+5,533% +$25.5K 0.3% 113
2025
Q1 		$506 Buy
6
+3
+100% +$250 ﹤0.01% 628
2024
Q4 		$232 Buy
+3
New +$253 ﹤0.01% 721

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital A Wealth Management's PFG Position: Q2 2025 in Review

Capital A Wealth Management increased its Principal Financial Group (PFG) stake by 5,533% in Q2 2025, buying an estimated $25.5K and bringing the position to 338 shares worth $26.6K. The position accounts for 0.3% of the portfolio, ranked #113.

Capital A Wealth Management first reported a position in PFG in Q4 2024 and has held it in 3 quarters since. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Capital A Wealth Management held 338 shares of Principal Financial Group worth $26.6K as of Q2 2025.
  • Capital A Wealth Management bought 332 Principal Financial Group shares in Q2 2025, an estimated $25.5K.
  • Principal Financial Group made up 0.3% of Capital A Wealth Management's portfolio in Q2 2025, its #113 holding.
  • Capital A Wealth Management first reported a position in Principal Financial Group in Q4 2024 and has held it in 3 quarters since.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.