Claro Advisors
PFG icon

Claro Advisors’s Principal Financial Group PFG Stock Holding History

Claro Advisors’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
Q3 		$3.28M Sell
29,315
-43
-0.1% -$4.87K 0.32% 62
2026
Q2 		$3.16M Buy
29,358
+223
+0.8% +$22.6K 0.33% 59
2026
Q1 		$2.63M Buy
29,135
+2,157
+8% +$197K 0.32% 63
2025
Q4 		$2.38M Buy
+26,978
New +$2.28M 0.32% 64

Other funds holding PFG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Claro Advisors's PFG Position: Q3 2026 in Review

Claro Advisors reduced its Principal Financial Group (PFG) stake by 0.15% in Q3 2026, selling an estimated $4.87K and leaving 29,315 shares worth $3.28M. The position accounts for 0.32% of the portfolio, ranked #62.

Claro Advisors first reported a position in PFG in Q4 2025 and has held it in 4 quarters since. 845 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Claro Advisors held 29,315 shares of Principal Financial Group worth $3.28M as of Q3 2026.
  • Claro Advisors sold 43 Principal Financial Group shares in Q3 2026, an estimated $4.87K.
  • Principal Financial Group made up 0.32% of Claro Advisors's portfolio in Q3 2026, its #62 holding.
  • Claro Advisors first reported a position in Principal Financial Group in Q4 2025 and has held it in 4 quarters since.
  • 845 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.