Ellevest Inc
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Ellevest Inc’s Principal Financial Group PFG Stock Holding History

Ellevest Inc’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
Q3 		$215K Buy
+1,927
New +$218K 0.03% 422
2024
Q4 		– Sell
-2,860
Closed -$246K – 452
2024
Q3 		$246K Sell
2,860
-643
-18% -$51.9K 0.01% 363
2024
Q2 		$275K Sell
3,503
-1,475
-30% -$120K 0.02% 328
2024
Q1 		$430K Buy
4,978
+424
+9% +$34K 0.03% 241
2023
Q4 		$358K Sell
4,554
-90
-2% -$6.52K 0.02% 259
2023
Q3 		$335K Buy
4,644
+149
+3% +$11.6K 0.03% 244
2023
Q2 		$341K Sell
4,495
-5
-0.1% -$360 0.03% 243
2023
Q1 		$334K Sell
4,500
-742
-14% -$63K 0.03% 219
2022
Q4 		$440K Buy
5,242
+150
+3% +$12.9K 0.04% 147
2022
Q3 		$367K Sell
5,092
-392
-7% -$28.2K 0.03% 146
2022
Q2 		$366K Sell
5,484
-108
-2% -$7.6K 0.03% 154
2022
Q1 		$411K Buy
5,592
+678
+14% +$49.1K 0.03% 168
2021
Q4 		$355K Buy
4,914
+834
+20% +$58.2K 0.03% 176
2021
Q3 		$263K Buy
4,080
+629
+18% +$40.4K 0.03% 225
2021
Q2 		$218K Buy
3,451
+206
+6% +$13.2K 0.02% 243
2021
Q1 		$195K Buy
3,245
+559
+21% +$31.2K 0.02% 228
2020
Q4 		$133K Buy
2,686
+995
+59% +$45.6K 0.02% 254
2020
Q3 		$68K Buy
1,691
+948
+128% +$40.4K 0.01% 327
2020
Q2 		$31K Buy
743
+640
+621% +$23.3K 0.01% 423
2020
Q1 		$3K Buy
103
+74
+255% +$3.5K ﹤0.01% 717
2019
Q4 		$2K Buy
+29
New +$1.59K ﹤0.01% 689

Other funds holding PFG

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Ellevest Inc's PFG Position: Q3 2026 in Review

Ellevest Inc opened a new position in Principal Financial Group (PFG) in Q3 2026: 1,927 shares worth $215K. The stake represents 0.03% of the portfolio and ranks #422 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in PFG as recently as Q3 2024.

Ellevest Inc first reported a position in PFG in Q4 2019 and has held it in 21 quarters since. The position peaked at $440K in Q4 2022. 629 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Ellevest Inc held 1,927 shares of Principal Financial Group worth $215K as of Q3 2026.
  • Principal Financial Group was a new Ellevest Inc position in Q3 2026.
  • Principal Financial Group made up 0.03% of Ellevest Inc's portfolio in Q3 2026, its #422 holding.
  • Ellevest Inc first reported a position in Principal Financial Group in Q4 2019 and has held it in 21 quarters since.
  • Ellevest Inc's Principal Financial Group position peaked at $440K in Q4 2022.
  • 629 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.