CAM
PFG icon

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

CenterStar 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 		– Sell
-10,000
Closed -$901K – 474
2026
Q1 		$901K Buy
+10,000
New +$914K 0.11% 206
2022
Q4 		– Hold
0
– -$272K – 359
2022
Q3 		– Hold
0
– – – 232
2021
Q4 		– Hold
0
– -$252K – 794
2021
Q3 		– Hold
0
– – – 487
2018
Q3 		– Hold
0
– -$6K – 939
2018
Q2 		– Hold
0
– – – 642

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

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

CenterStar Asset Management sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 6,776 shares — an estimated $610K sold.

CenterStar Asset Management first reported a position in PFG in Q1 2026 and held it in 1 quarter. The position peaked at $610K in Q1 2026. 504 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • CenterStar Asset Management reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
  • CenterStar Asset Management sold 6,776 Principal Financial Group shares in Q2 2026, an estimated $610K.
  • CenterStar Asset Management first reported a position in Principal Financial Group in Q1 2026 and held it in 1 quarter.
  • CenterStar Asset Management's Principal Financial Group position peaked at $610K in Q1 2026.
  • 504 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on CenterStar Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.