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

Clarity 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 		$242K Buy
2,245
+112
+5% +$11.4K 0.12% 61
2026
Q1 		$192K Buy
2,133
+14
+0.7% +$1.28K 0.1% 69
2025
Q4 		$187K Buy
2,119
+882
+71% +$74.4K 0.1% 39
2025
Q3 		$103K Buy
1,237
+4
+0.3% +$320 0.06% 61
2025
Q2 		$97.9K Buy
1,233
+5
+0.4% +$384 0.06% 61
2025
Q1 		$104K Buy
1,228
+4
+0.3% +$333 0.07% 50
2024
Q4 		$94.8K Buy
1,224
+4
+0.3% +$337 0.06% 55
2024
Q3 		$105K Buy
1,220
+3
+0.2% +$242 0.07% 49
2024
Q2 		$95.5K Buy
1,217
+4
+0.3% +$325 0.07% 50
2024
Q1 		$105K Buy
1,213
+3
+0.2% +$241 0.07% 48
2023
Q4 		$95.2K Buy
+1,210
New +$87.6K 0.08% 47

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

Clarity Asset Management increased its Principal Financial Group (PFG) stake by 5.3% in Q2 2026, buying an estimated $11.4K and bringing the position to 2,245 shares worth $242K. The position accounts for 0.12% of the portfolio, ranked #61.

Clarity Asset Management first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. 260 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Clarity Asset Management held 2,245 shares of Principal Financial Group worth $242K as of Q2 2026.
  • Clarity Asset Management bought 112 Principal Financial Group shares in Q2 2026, an estimated $11.4K.
  • Principal Financial Group made up 0.12% of Clarity Asset Management's portfolio in Q2 2026, its #61 holding.
  • Clarity Asset Management first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 260 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.