Cetera Investment Advisers’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15.6M | Buy |
144,930
+13,202
| +10% | +$1.34M | 0.01% | 892 |
|
|
2026
Q1 | $11.9M | Buy |
131,728
+21,999
| +20% | +$2.01M | 0.01% | 969 |
|
|
2025
Q4 | $9.68M | Buy |
109,729
+27,625
| +34% | +$2.33M | 0.01% | 1053 |
|
|
2025
Q3 | $6.81M | Buy |
82,104
+20,045
| +32% | +$1.6M | 0.01% | 1199 |
|
|
2025
Q2 | $4.93M | Buy |
62,059
+495
| +0.8% | +$38K | 0.01% | 1200 |
|
|
2025
Q1 | $5.19M | Buy |
61,564
+5,461
| +10% | +$454K | 0.01% | 1090 |
|
|
2024
Q4 | $4.34M | Sell |
56,103
-253
| -0.4% | -$21.3K | 0.01% | 1115 |
|
|
2024
Q3 | $4.84M | Sell |
56,356
-937
| -2% | -$75.7K | 0.01% | 1019 |
|
|
2024
Q2 | $4.49M | Buy |
57,293
+3,714
| +7% | +$302K | 0.01% | 1055 |
|
|
2024
Q1 | $4.62M | Buy |
53,579
+27,827
| +108% | +$2.23M | 0.01% | 1028 |
|
|
2023
Q4 | $2.03M | Sell |
25,752
-7,336
| -22% | -$531K | 0.02% | 792 |
|
|
2023
Q3 | $2.38M | Sell |
33,088
-2,167
| -6% | -$168K | 0.02% | 680 |
|
|
2023
Q2 | $2.67M | Sell |
35,255
-1,281
| -4% | -$92.3K | 0.02% | 654 |
|
|
2023
Q1 | $2.72M | Sell |
36,536
-574
| -2% | -$48.7K | 0.02% | 619 |
|
|
2022
Q4 | $3.11M | Buy |
37,110
+5,256
| +17% | +$451K | 0.03% | 537 |
|
|
2022
Q3 | $2.3M | Sell |
31,854
-1,563
| -5% | -$112K | 0.05% | 415 |
|
|
2022
Q2 | $2.23M | Buy |
33,417
+669
| +2% | +$47.1K | 0.04% | 495 |
|
|
2022
Q1 | $2.4M | Sell |
32,748
-538
| -2% | -$38.9K | 0.03% | 496 |
|
|
2021
Q4 | $2.41M | Sell |
33,286
-2,316
| -7% | -$162K | 0.03% | 495 |
|
|
2021
Q3 | $2.29M | Sell |
35,602
-1,544
| -4% | -$99.1K | 0.04% | 476 |
|
|
2021
Q2 | $2.35M | Buy |
37,146
+2,736
| +8% | +$175K | 0.04% | 462 |
|
|
2021
Q1 | $2.06M | Sell |
34,410
-8,359
| -20% | -$466K | 0.04% | 414 |
|
|
2020
Q4 | $2.12M | Buy |
+42,769
| New | +$1.96M | 0.04% | 411 |
|
|
2018
Q4 | – | Sell |
-3,636
| Closed | -$212K | – | 496 |
|
|
2018
Q3 | $212K | Buy |
+3,636
| New | +$203K | 0.03% | 449 |
|
|
2018
Q2 | – | Sell |
-6,200
| Closed | -$379K | – | 436 |
|
|
2018
Q1 | $379K | Buy |
6,200
+817
| +15% | +$53.8K | 0.07% | 267 |
|
|
2017
Q4 | $380K | Hold |
5,383
| – | – | 0.07% | 285 |
|
|
2017
Q3 | $346K | Hold |
5,383
| – | – | 0.08% | 292 |
|
|
2017
Q2 | $345K | Sell |
5,383
-76
| -1% | -$4.82K | 0.08% | 284 |
|
|
2017
Q1 | $343K | Hold |
5,459
| – | – | 0.09% | 256 |
|
|
2016
Q4 | $315K | Hold |
5,459
| – | – | 0.11% | 237 |
|
|
2016
Q3 | $281K | Hold |
5,459
| – | – | 0.12% | 205 |
|
|
2016
Q2 | $224K | Hold |
5,459
| – | – | 0.09% | 258 |
|
|
2016
Q1 | $215K | Sell |
5,459
-8,398
| -61% | -$323K | 0.09% | 249 |
|
|
2015
Q4 | $623K | Buy |
+13,857
| New | +$676K | 0.29% | 108 |
|
Other funds holding PFG
NLI
Cetera Investment Advisers's PFG Position: Q2 2026 in Review
Cetera Investment Advisers increased its Principal Financial Group (PFG) stake by 10% in Q2 2026, buying an estimated $1.34M and bringing the position to 144,930 shares worth $15.6M. The position accounts for 0.01% of the portfolio, ranked #892.
Cetera Investment Advisers first reported a position in PFG in Q4 2015 and has held it in 34 quarters since. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Cetera Investment Advisers held 144,930 shares of Principal Financial Group worth $15.6M as of Q2 2026.
- Cetera Investment Advisers bought 13,202 Principal Financial Group shares in Q2 2026, an estimated $1.34M.
- Principal Financial Group made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #892 holding.
- Cetera Investment Advisers first reported a position in Principal Financial Group in Q4 2015 and has held it in 34 quarters since.
- 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.