Cerity Partners
PFG icon

Cerity Partners’s Principal Financial Group PFG Stock Holding History

Cerity Partners’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 		$22.4M Buy
208,030
+4,707
+2% +$478K 0.03% 446
2026
Q1 		$18.3M Buy
203,323
+22,829
+13% +$2.09M 0.03% 472
2025
Q4 		$15.9M Buy
180,494
+124,781
+224% +$10.5M 0.02% 479
2025
Q3 		$4.62M Buy
55,713
+17,756
+47% +$1.42M 0.01% 889
2025
Q2 		$3.01M Buy
37,957
+3,175
+9% +$244K 0.01% 1037
2025
Q1 		$2.93M Buy
34,782
+5,603
+19% +$466K 0.01% 953
2024
Q4 		$2.32M Sell
29,179
-863
-3% -$72.7K 0.01% 1037
2024
Q3 		$2.58M Buy
30,042
+3,281
+12% +$265K 0.01% 973
2024
Q2 		$2.1M Sell
26,761
-1,045
-4% -$84.9K 0.01% 891
2024
Q1 		$2.4M Buy
27,806
+7,105
+34% +$570K 0.01% 895
2023
Q4 		$1.63M Buy
20,701
+2,602
+14% +$188K 0.01% 828
2023
Q3 		$1.3M Sell
18,099
-2,163
-11% -$168K 0.01% 684
2023
Q2 		$1.54M Buy
20,262
+13,383
+195% +$965K 0.01% 795
2023
Q1 		$29.9M Buy
6,879
+1,405
+26% +$119K 0.07% 189
2022
Q4 		$460K Buy
5,474
+1,525
+39% +$131K ﹤0.01% 976
2022
Q3 		$284K Sell
3,949
-406
-9% -$29.2K ﹤0.01% 918
2022
Q2 		$268K Buy
4,355
+1,399
+47% +$98.4K ﹤0.01% 949
2022
Q1 		$218K Buy
2,956
+120
+4% +$8.69K ﹤0.01% 841
2021
Q4 		$205K Buy
+2,836
New +$198K ﹤0.01% 927

Other funds holding PFG

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cerity Partners's PFG Position: Q2 2026 in Review

Cerity Partners increased its Principal Financial Group (PFG) stake by 2.3% in Q2 2026, buying an estimated $478K and bringing the position to 208,030 shares worth $22.4M. The position accounts for 0.03% of the portfolio, ranked #446.

Cerity Partners first reported a position in PFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $29.9M in Q1 2023. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Cerity Partners held 208,030 shares of Principal Financial Group worth $22.4M as of Q2 2026.
  • Cerity Partners bought 4,707 Principal Financial Group shares in Q2 2026, an estimated $478K.
  • Principal Financial Group made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #446 holding.
  • Cerity Partners first reported a position in Principal Financial Group in Q4 2021 and has held it in 19 quarters since.
  • Cerity Partners's Principal Financial Group position peaked at $29.9M in Q1 2023.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.