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

Cresset 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 		$1.99M Buy
18,460
+359
+2% +$36.5K 0.01% 671
2026
Q1 		$1.63M Buy
18,101
+1,393
+8% +$127K 0.01% 615
2025
Q4 		$1.47M Buy
16,708
+6,161
+58% +$520K 0.01% 654
2025
Q3 		$874K Buy
10,547
+395
+4% +$31.6K ﹤0.01% 792
2025
Q2 		$806K Sell
10,152
-57
-0.6% -$4.38K ﹤0.01% 750
2025
Q1 		$861K Buy
10,209
+292
+3% +$24.3K ﹤0.01% 835
2024
Q4 		$768K Sell
9,917
-23,179
-70% -$1.95M ﹤0.01% 900
2024
Q3 		$2.84M Buy
33,096
+1,519
+5% +$123K 0.01% 649
2024
Q2 		$2.48M Buy
31,577
+12,387
+65% +$1.01M 0.01% 634
2024
Q1 		$1.66M Buy
19,190
+475
+3% +$38.1K 0.01% 742
2023
Q4 		$1.47M Buy
18,715
+2,166
+13% +$157K 0.01% 719
2023
Q3 		$1.19M Buy
16,549
+2,291
+16% +$178K ﹤0.01% 766
2023
Q2 		$1.08M Buy
14,258
+10,720
+303% +$773K ﹤0.01% 906
2023
Q1 		$263K Buy
3,538
+1,120
+46% +$95K 0.01% 675
2022
Q4 		$203K Sell
2,418
-698
-22% -$59.9K ﹤0.01% 635
2022
Q3 		$225K Buy
+3,116
New +$224K ﹤0.01% 760
2022
Q2 		– Sell
-8,616
Closed -$633K – 1053
2022
Q1 		$633K Sell
8,616
-286
-3% -$20.7K 0.01% 530
2021
Q4 		$644K Buy
8,902
+5,108
+135% +$356K 0.01% 607
2021
Q3 		$244K Buy
3,794
+356
+10% +$22.9K ﹤0.01% 942
2021
Q2 		$217K Buy
+3,438
New +$220K ﹤0.01% 921
2019
Q2 		– Sell
-832
Closed -$42K – 1336
2019
Q1 		$42K Buy
832
+550
+195% +$27.3K ﹤0.01% 835
2018
Q4 		$12K Buy
+282
New +$13.9K ﹤0.01% 818

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 $3.38T AUM 44.17% 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

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

Cresset Asset Management increased its Principal Financial Group (PFG) stake by 2% in Q2 2026, buying an estimated $36.5K and bringing the position to 18,460 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #671.

Cresset Asset Management first reported a position in PFG in Q4 2018 and has held it in 22 quarters since. The position peaked at $2.84M in Q3 2024. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Cresset Asset Management held 18,460 shares of Principal Financial Group worth $1.99M as of Q2 2026.
  • Cresset Asset Management bought 359 Principal Financial Group shares in Q2 2026, an estimated $36.5K.
  • Principal Financial Group made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #671 holding.
  • Cresset Asset Management first reported a position in Principal Financial Group in Q4 2018 and has held it in 22 quarters since.
  • Cresset Asset Management's Principal Financial Group position peaked at $2.84M in Q3 2024.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.