DT
PFG icon

Diversified Trust’s Principal Financial Group PFG Stock Holding History

Diversified Trust’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 		$248K Buy
+2,302
New +$234K ﹤0.01% 986
2025
Q2 		– Sell
-14,803
Closed -$1.25M – 989
2025
Q1 		$1.25M Buy
+14,803
New +$1.23M 0.03% 304
2024
Q4 		– Sell
-23,258
Closed -$2M – 979
2024
Q3 		$2M Buy
23,258
+43
+0.2% +$3.47K 0.05% 230
2024
Q2 		$1.82M Buy
23,215
+710
+3% +$57.7K 0.05% 222
2024
Q1 		$1.94M Buy
22,505
+7,626
+51% +$612K 0.06% 201
2023
Q4 		$1.17M Buy
+14,879
New +$1.08M 0.04% 258
2021
Q1 		– Sell
-4,517
Closed -$224K – 834
2020
Q4 		$224K Buy
+4,517
New +$207K 0.01% 620
2020
Q1 		– Sell
-5,928
Closed -$326K – 466
2019
Q4 		$326K Buy
+5,928
New +$324K 0.01% 321
2017
Q3 		– Sell
-17,087
Closed -$1.09M – 304
2017
Q2 		$1.09M Sell
17,087
-275
-2% -$17.4K 0.09% 107
2017
Q1 		$1.1M Buy
+17,362
New +$1.06M 0.08% 101

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 $3.37T AUM 44.26% 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

Diversified Trust's PFG Position: Q2 2026 in Review

Diversified Trust opened a new position in Principal Financial Group (PFG) in Q2 2026: 2,302 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #986 among its holdings. This is a return to the name: Diversified Trust previously reported a position in PFG as recently as Q1 2025.

Diversified Trust first reported a position in PFG in Q1 2017 and has held it in 10 quarters since. The position peaked at $2M in Q3 2024. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Diversified Trust held 2,302 shares of Principal Financial Group worth $248K as of Q2 2026.
  • Principal Financial Group was a new Diversified Trust position in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #986 holding.
  • Diversified Trust first reported a position in Principal Financial Group in Q1 2017 and has held it in 10 quarters since.
  • Diversified Trust's Principal Financial Group position peaked at $2M in Q3 2024.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.