CI
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CX Institutional’s Principal Financial Group PFG Stock Holding History

CX Institutional’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 		$303K Buy
2,808
+52
+2% +$5.28K 0.01% 626
2026
Q1 		$248K Sell
2,756
-267
-9% -$24.4K 0.01% 662
2025
Q4 		$267K Buy
3,023
+205
+7% +$17.3K 0.01% 614
2025
Q3 		$234K Buy
2,818
+195
+7% +$15.6K 0.01% 642
2025
Q2 		$208K Buy
2,623
+395
+18% +$30.3K 0.01% 614
2025
Q1 		$188K Buy
+2,228
New +$185K 0.01% 617
2022
Q3 		– Sell
-613
Closed -$41K – 952
2022
Q2 		$41K Buy
+613
New +$43.1K ﹤0.01% 714
2021
Q4 		– Sell
-902
Closed -$58K – 756
2021
Q3 		$58K Buy
902
+399
+79% +$25.6K ﹤0.01% 553
2021
Q2 		$32K Buy
503
+69
+16% +$4.41K ﹤0.01% 651
2021
Q1 		$26K Buy
434
+83
+24% +$4.63K ﹤0.01% 624
2020
Q4 		$17K Buy
351
+122
+53% +$5.59K ﹤0.01% 646
2020
Q3 		$9K Sell
229
-255
-53% -$10.9K ﹤0.01% 688
2020
Q2 		$20K Sell
484
-303
-39% -$11.1K ﹤0.01% 443
2020
Q1 		$25K Buy
787
+634
+414% +$30K ﹤0.01% 356
2019
Q4 		$8K Sell
153
-17,650
-99% -$966K ﹤0.01% 472
2019
Q3 		$1.02M Sell
17,803
-3,355
-16% -$189K 0.16% 129
2019
Q2 		$1.23M Sell
21,158
-18,508
-47% -$1.02M 0.19% 104
2019
Q1 		$1.99M Buy
+39,666
New +$1.97M 0.35% 82

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
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
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

CX Institutional's PFG Position: Q2 2026 in Review

CX Institutional increased its Principal Financial Group (PFG) stake by 1.9% in Q2 2026, buying an estimated $5.28K and bringing the position to 2,808 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #626.

CX Institutional first reported a position in PFG in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.99M in Q1 2019. 170 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • CX Institutional held 2,808 shares of Principal Financial Group worth $303K as of Q2 2026.
  • CX Institutional bought 52 Principal Financial Group shares in Q2 2026, an estimated $5.28K.
  • Principal Financial Group made up 0.01% of CX Institutional's portfolio in Q2 2026, its #626 holding.
  • CX Institutional first reported a position in Principal Financial Group in Q1 2019 and has held it in 18 quarters since.
  • CX Institutional's Principal Financial Group position peaked at $1.99M in Q1 2019.
  • 170 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.