Envestnet Asset Management
PFG icon

Envestnet Asset Management’s Principal Financial Group PFG Stock Holding History

Envestnet Asset Management’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 		$40.8M Buy
378,972
+50,877
+16% +$5.17M 0.01% 974
2026
Q1 		$29.6M Buy
328,095
+266,681
+434% +$24.4M 0.01% 1087
2025
Q4 		$5.42M Sell
61,414
-139
-0.2% -$11.7K ﹤0.01% 2122
2025
Q3 		$5.1M Sell
61,553
-494
-0.8% -$39.5K ﹤0.01% 2231
2025
Q2 		$4.93M Buy
62,047
+12,864
+26% +$987K ﹤0.01% 2207
2025
Q1 		$4.15M Buy
49,183
+5,457
+12% +$454K ﹤0.01% 2258
2024
Q4 		$3.38M Buy
43,726
+3,426
+9% +$289K ﹤0.01% 2350
2024
Q3 		$3.46M Sell
40,300
-1,883
-4% -$152K ﹤0.01% 2334
2024
Q2 		$3.31M Sell
42,183
-21,500
-34% -$1.75M ﹤0.01% 2297
2024
Q1 		$5.5M Buy
63,683
+424
+0.7% +$34K ﹤0.01% 1915
2023
Q4 		$4.98M Sell
63,259
-136,860
-68% -$9.91M ﹤0.01% 1899
2023
Q3 		$14.4M Sell
200,119
-239,104
-54% -$18.6M 0.01% 1154
2023
Q2 		$33.3M Sell
439,223
-3,685,735
-89% -$266M 0.01% 671
2023
Q1 		$28.8M Buy
4,124,958
+3,725,293
+932% +$316M 0.01% 718
2022
Q4 		$33.5M Buy
399,665
+118,684
+42% +$10.2M 0.02% 609
2022
Q3 		$20.3M Buy
280,981
+238,436
+560% +$17.1M 0.01% 769
2022
Q2 		$2.84M Buy
42,545
+319
+0.8% +$22.4K ﹤0.01% 1879
2022
Q1 		$3.1M Sell
42,226
-1,699
-4% -$123K ﹤0.01% 1921
2021
Q4 		$3.18M Buy
43,925
+6,970
+19% +$486K ﹤0.01% 1869
2021
Q3 		$2.38M Sell
36,955
-3,339
-8% -$214K ﹤0.01% 1982
2021
Q2 		$2.55M Buy
40,294
+4,193
+12% +$268K ﹤0.01% 1908
2021
Q1 		$2.17M Buy
36,101
+2,337
+7% +$130K ﹤0.01% 1890
2020
Q4 		$1.68M Sell
33,764
-79,194
-70% -$3.63M ﹤0.01% 1869
2020
Q3 		$4.55M Buy
112,958
+17,709
+19% +$755K ﹤0.01% 1220
2020
Q2 		$3.96M Sell
95,249
-25,350
-21% -$925K ﹤0.01% 1240
2020
Q1 		$3.78M Sell
120,599
-14,354
-11% -$679K ﹤0.01% 1128
2019
Q4 		$7.42M Sell
134,953
-9,754
-7% -$534K 0.01% 923
2019
Q3 		$8.27M Sell
144,707
-11,327
-7% -$638K 0.01% 834
2019
Q2 		$9.04M Buy
156,034
+41,485
+36% +$2.29M 0.01% 772
2019
Q1 		$5.75M Sell
114,549
-230,324
-67% -$11.4M 0.01% 928
2018
Q4 		$15.2M Buy
+344,873
New +$17M 0.02% 460
2018
Q3 		– Sell
-2,969
Closed -$157K – 2215
2018
Q2 		$157K Sell
2,969
-239
-7% -$13.9K ﹤0.01% 1788
2018
Q1 		$191K Sell
3,208
-2,403
-43% -$158K ﹤0.01% 1607
2017
Q4 		$395K Sell
5,611
-1,679
-23% -$116K ﹤0.01% 1585
2017
Q3 		$469K Sell
7,290
-1,249
-15% -$80.3K ﹤0.01% 1506
2017
Q2 		$545K Buy
8,539
+24
+0.3% +$1.52K ﹤0.01% 1446
2017
Q1 		$535K Buy
8,515
+453
+6% +$27.6K ﹤0.01% 1481
2016
Q4 		$466K Sell
8,062
-962
-11% -$53.9K ﹤0.01% 1537
2016
Q3 		$465K Buy
9,024
+1,608
+22% +$75.2K ﹤0.01% 1606
2016
Q2 		$305K Buy
7,416
+3,815
+106% +$161K ﹤0.01% 1880
2016
Q1 		$142K Sell
3,601
-22,426
-86% -$863K ﹤0.01% 2250
2015
Q4 		$1.17M Sell
26,027
-13,407
-34% -$654K 0.01% 1210
2015
Q3 		$1.87M Buy
39,434
+26,305
+200% +$1.36M 0.01% 994
2015
Q2 		$673K Sell
13,129
-1,140
-8% -$59.1K ﹤0.01% 1587
2015
Q1 		$733K Buy
14,269
+11,512
+418% +$578K ﹤0.01% 1412
2014
Q4 		$143K Sell
2,757
-868
-24% -$45K ﹤0.01% 1073
2014
Q3 		$190K Buy
3,625
+834
+30% +$43.6K ﹤0.01% 1114
2014
Q2 		$141K Buy
2,791
+640
+30% +$30.1K ﹤0.01% 1117
2014
Q1 		$99K Buy
2,151
+1,185
+123% +$54.2K ﹤0.01% 1147
2013
Q4 		$48K Buy
966
+517
+115% +$24.6K ﹤0.01% 1224
2013
Q3 		$19K Buy
449
+32
+8% +$1.33K ﹤0.01% 1495
2013
Q2 		$16K Buy
+417
New +$15.3K ﹤0.01% 1507

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Envestnet Asset Management's PFG Position: Q2 2026 in Review

Envestnet Asset Management increased its Principal Financial Group (PFG) stake by 16% in Q2 2026, buying an estimated $5.17M and bringing the position to 378,972 shares worth $40.8M. The position accounts for 0.01% of the portfolio, ranked #974.

Envestnet Asset Management first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. 469 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Envestnet Asset Management held 378,972 shares of Principal Financial Group worth $40.8M as of Q2 2026.
  • Envestnet Asset Management bought 50,877 Principal Financial Group shares in Q2 2026, an estimated $5.17M.
  • Principal Financial Group made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #974 holding.
  • Envestnet Asset Management first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
  • 469 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.