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

CWA Asset Management Group’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 		$574K Buy
5,329
+70
+1% +$7.11K 0.02% 481
2026
Q1 		$474K Sell
5,259
-417
-7% -$38.1K 0.02% 499
2025
Q4 		$501K Buy
5,676
+212
+4% +$17.9K 0.02% 459
2025
Q3 		$453K Buy
5,464
+126
+2% +$10.1K 0.02% 487
2025
Q2 		$424K Sell
5,338
-70
-1% -$5.37K 0.02% 469
2025
Q1 		$456K Buy
5,408
+110
+2% +$9.15K 0.02% 446
2024
Q4 		$410K Buy
5,298
+15
+0.3% +$1.26K 0.02% 421
2024
Q3 		$454K Buy
+5,283
New +$427K 0.02% 380
2024
Q1 		$457K Sell
5,297
-56
-1% -$4.49K 0.03% 328
2023
Q4 		$421K Sell
5,353
-5
-0.1% -$362 0.03% 270
2023
Q3 		$386K Sell
5,358
-4
-0.1% -$310 0.03% 251
2023
Q2 		$407K Buy
5,362
+159
+3% +$11.5K 0.03% 245
2023
Q1 		$387K Buy
5,203
+69
+1% +$5.85K 0.03% 229
2022
Q4 		$431K Buy
5,134
+15
+0.3% +$1.29K 0.04% 208
2022
Q3 		$369K Sell
5,119
-180
-3% -$12.9K 0.04% 207
2022
Q2 		$354K Sell
5,299
-36
-0.7% -$2.53K 0.03% 211
2022
Q1 		$392K Hold
5,335
– – 0.03% 211
2021
Q4 		$386K Buy
5,335
+2
+0% +$140 0.03% 212
2021
Q3 		$343K Sell
5,333
-53
-1% -$3.4K 0.03% 214
2021
Q2 		$342K Buy
5,386
+157
+3% +$10K 0.03% 206
2021
Q1 		$314K Sell
5,229
-100
-2% -$5.57K 0.03% 205
2020
Q4 		$264K Buy
+5,329
New +$244K 0.03% 220

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

CWA Asset Management Group's PFG Position: Q2 2026 in Review

CWA Asset Management Group increased its Principal Financial Group (PFG) stake by 1.3% in Q2 2026, buying an estimated $7.11K and bringing the position to 5,329 shares worth $574K. The position accounts for 0.02% of the portfolio, ranked #481.

CWA Asset Management Group first reported a position in PFG in Q4 2020 and has held it in 22 quarters since. 407 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • CWA Asset Management Group held 5,329 shares of Principal Financial Group worth $574K as of Q2 2026.
  • CWA Asset Management Group bought 70 Principal Financial Group shares in Q2 2026, an estimated $7.11K.
  • Principal Financial Group made up 0.02% of CWA Asset Management Group's portfolio in Q2 2026, its #481 holding.
  • CWA Asset Management Group first reported a position in Principal Financial Group in Q4 2020 and has held it in 22 quarters since.
  • 407 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.