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Centricity Wealth Management’s Principal Financial Group PFG Stock Holding History

Centricity 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 		$9.13K Hold
115
– – 0.01% 331
2025
Q1 		$9.7K Hold
115
– – 0.01% 321
2024
Q4 		$8.9K Buy
+115
New +$9.69K 0.01% 341

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Centricity Wealth Management's PFG Position: Q2 2025 in Review

Centricity Wealth Management held its Principal Financial Group (PFG) position steady in Q2 2025 at 115 shares worth $9.13K. The position accounts for 0.01% of the portfolio, ranked #331.

Centricity Wealth Management first reported a position in PFG in Q4 2024 and has held it in 3 quarters since. The position peaked at $9.7K in Q1 2025. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Centricity Wealth Management held 115 shares of Principal Financial Group worth $9.13K as of Q2 2025.
  • Centricity Wealth Management left its Principal Financial Group share count unchanged in Q2 2025.
  • Principal Financial Group made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #331 holding.
  • Centricity Wealth Management first reported a position in Principal Financial Group in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Principal Financial Group position peaked at $9.7K in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.