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Empowered Funds’s Principal Financial Group PFG Stock Holding History

Empowered Funds’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 		$7.1M Buy
65,915
+15,077
+30% +$1.53M 0.04% 536
2026
Q1 		$4.58M Buy
50,838
+39,930
+366% +$3.65M 0.03% 677
2025
Q4 		$962K Buy
10,908
+572
+6% +$48.3K 0.02% 649
2025
Q3 		$857K Sell
10,336
-5,762
-36% -$461K 0.01% 1223
2025
Q2 		$1.28M Buy
16,098
+11,420
+244% +$877K 0.01% 1000
2025
Q1 		$395K Buy
4,678
+497
+12% +$41.3K 0.01% 1310
2024
Q4 		$324K Sell
4,181
-12,147
-74% -$1.02M ﹤0.01% 1348
2024
Q3 		$1.4M Buy
16,328
+12,768
+359% +$1.03M 0.02% 800
2024
Q2 		$279K Buy
3,560
+384
+12% +$31.2K ﹤0.01% 1223
2024
Q1 		$274K Sell
3,176
-8,025
-72% -$644K ﹤0.01% 1230
2023
Q4 		$881K Buy
11,201
+1,562
+16% +$113K 0.02% 813
2023
Q3 		$695K Sell
9,639
-1,233
-11% -$95.7K 0.02% 802
2023
Q2 		$825K Buy
10,872
+1,083
+11% +$78.1K 0.03% 669
2023
Q1 		$728K Buy
9,789
+952
+11% +$80.8K 0.04% 350
2022
Q4 		$742K Buy
+8,837
New +$758K 0.05% 305

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

Empowered Funds's PFG Position: Q2 2026 in Review

Empowered Funds increased its Principal Financial Group (PFG) stake by 30% in Q2 2026, buying an estimated $1.53M and bringing the position to 65,915 shares worth $7.1M. The position accounts for 0.04% of the portfolio, ranked #536.

Empowered Funds first reported a position in PFG in Q4 2022 and has held it in 15 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Empowered Funds held 65,915 shares of Principal Financial Group worth $7.1M as of Q2 2026.
  • Empowered Funds bought 15,077 Principal Financial Group shares in Q2 2026, an estimated $1.53M.
  • Principal Financial Group made up 0.04% of Empowered Funds's portfolio in Q2 2026, its #536 holding.
  • Empowered Funds first reported a position in Principal Financial Group in Q4 2022 and has held it in 15 quarters since.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.