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
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 $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Envestnet Portfolio Solutions's PFG Position: Q1 2026 in Review

Envestnet Portfolio Solutions opened a new position in Principal Financial Group (PFG) in Q1 2026: 5,884 shares worth $530K. The stake represents ﹤0.01% of the portfolio and ranks #875 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in PFG as recently as Q3 2023.

Envestnet Portfolio Solutions first reported a position in PFG in Q3 2023 and has held it in 2 quarters since. The position peaked at $577K in Q3 2023. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Envestnet Portfolio Solutions held 5,884 shares of Principal Financial Group worth $530K as of Q1 2026.
  • Principal Financial Group was a new Envestnet Portfolio Solutions position in Q1 2026.
  • Principal Financial Group made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #875 holding.
  • Envestnet Portfolio Solutions first reported a position in Principal Financial Group in Q3 2023 and has held it in 2 quarters since.
  • Envestnet Portfolio Solutions's Principal Financial Group position peaked at $577K in Q3 2023.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.