Envestnet Portfolio Solutions
PFG icon

Envestnet Portfolio Solutions’s Principal Financial Group PFG Stock Holding History

Envestnet Portfolio Solutions’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 		$687K Buy
6,377
+493
+8% +$50.1K ﹤0.01% 859
2026
Q1 		$530K Buy
+5,884
New +$538K ﹤0.01% 875
2023
Q4 		– Sell
-8,002
Closed -$577K – 1589
2023
Q3 		$577K Buy
+8,002
New +$621K ﹤0.01% 925

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's PFG Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Principal Financial Group (PFG) stake by 8.4% in Q2 2026, buying an estimated $50.1K and bringing the position to 6,377 shares worth $687K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Envestnet Portfolio Solutions first reported a position in PFG in Q3 2023 and has held it in 3 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Envestnet Portfolio Solutions held 6,377 shares of Principal Financial Group worth $687K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 493 Principal Financial Group shares in Q2 2026, an estimated $50.1K.
  • Principal Financial Group made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #859 holding.
  • Envestnet Portfolio Solutions first reported a position in Principal Financial Group in Q3 2023 and has held it in 3 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.