Edgestream Partners’s Principal Financial Group PFG Stock Holding History

Edgestream Partners’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 Q1	$225K	Buy	+2,501	New	+$229K	0.01%	843
2023 Q3	–	Sell	-14,936	Closed	-$1.13M	–	935
2023 Q2	$1.13M	Buy	+14,936	New	+$1.08M	0.1%	335
2021 Q1	–	Sell	-17,920	Closed	-$889K	–	430
2020 Q4	$889K	Sell	17,920 -49,431	-73%	-$2.26M	0.04%	296
2020 Q3	$2.71M	Sell	67,351 -5,393	-7%	-$230K	0.18%	167
2020 Q2	$3.02M	Buy	72,744 +22,263	+44%	+$812K	0.16%	161
2020 Q1	$1.58M	Sell	50,481 -40,581	-45%	-$1.92M	0.15%	161
2019 Q4	$5.01M	Buy	+91,062	New	+$4.98M	0.26%	119
2018 Q3	–	Sell	-58,850	Closed	-$3.12M	–	315
2018 Q2	$3.12M	Sell	58,850 -3,390	-5%	-$197K	0.63%	47
2018 Q1	$3.79M	Buy	+62,240	New	+$4.1M	0.74%	42
2017 Q2	–	Sell	-3,733	Closed	-$236K	–	144
2017 Q1	$236K	Buy	+3,733	New	+$228K	0.1%	133

Other funds holding PFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Edgestream Partners's PFG Position: Q1 2026 in Review

Edgestream Partners opened a new position in Principal Financial Group (PFG) in Q1 2026: 2,501 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #843 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in PFG as recently as Q2 2023.

Edgestream Partners first reported a position in PFG in Q1 2017 and has held it in 10 quarters since. The position peaked at $5.01M in Q4 2019. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Edgestream Partners held 2,501 shares of Principal Financial Group worth $225K as of Q1 2026.
Principal Financial Group was a new Edgestream Partners position in Q1 2026.
Principal Financial Group made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #843 holding.
Edgestream Partners first reported a position in Principal Financial Group in Q1 2017 and has held it in 10 quarters since.
Edgestream Partners's Principal Financial Group position peaked at $5.01M in Q4 2019.
909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.