Elyxium Wealth’s Principal Financial Group PFG Stock Holding History

Elyxium Wealth’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	–	Sell	-508	Closed	-$44.8K	–	959
2025 Q4	$44.8K	Buy	+508	New	+$42.9K	0.01%	377

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Elyxium Wealth's PFG Position: Q1 2026 in Review

Elyxium Wealth sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 508 shares — an estimated $44.8K sold.

Elyxium Wealth first reported a position in PFG in Q4 2025 and held it in 1 quarter. The position peaked at $44.8K in Q4 2025. 914 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Elyxium Wealth reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
Elyxium Wealth sold 508 Principal Financial Group shares in Q1 2026, an estimated $44.8K.
Elyxium Wealth first reported a position in Principal Financial Group in Q4 2025 and held it in 1 quarter.
Elyxium Wealth's Principal Financial Group position peaked at $44.8K in Q4 2025.
914 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Elyxium Wealth's 13F filing for Q1 2026, filed 6 May 2026.