EI
PFG icon

Ethic Inc’s Principal Financial Group PFG Stock Holding History

Ethic Inc’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 		$5.24M Buy
48,661
+8,578
+21% +$871K 0.07% 296
2026
Q1 		$3.61M Buy
40,083
+6,045
+18% +$553K 0.06% 326
2025
Q4 		$3M Buy
34,038
+3,448
+11% +$291K 0.05% 373
2025
Q3 		$2.54M Sell
30,590
-3,991
-12% -$319K 0.04% 395
2025
Q2 		$2.74M Buy
34,581
+3,528
+11% +$271K 0.05% 361
2025
Q1 		$2.64M Sell
31,053
-6,912
-18% -$575K 0.05% 346
2024
Q4 		$2.94M Sell
37,965
-9,341
-20% -$787K 0.06% 323
2024
Q3 		$4.08M Buy
47,306
+3,440
+8% +$278K 0.1% 229
2024
Q2 		$3.44M Sell
43,866
-3,440
-7% -$279K 0.08% 265
2024
Q1 		$4.08M Buy
47,306
+692
+1% +$55.5K 0.1% 229
2023
Q4 		$3.67M Buy
46,614
+2,757
+6% +$200K 0.11% 219
2023
Q3 		$3.16M Buy
43,857
+3,165
+8% +$246K 0.11% 222
2023
Q2 		$3.09M Buy
40,692
+3,142
+8% +$226K 0.11% 218
2023
Q1 		$2.79M Sell
37,550
-148
-0.4% -$12.6K 0.11% 221
2022
Q4 		$3.16M Buy
37,698
+8,004
+27% +$687K 0.17% 155
2022
Q3 		$2.14M Sell
29,694
-5,200
-15% -$374K 0.15% 173
2022
Q2 		$2.33M Buy
34,894
+3,213
+10% +$226K 0.16% 159
2022
Q1 		$2.33M Buy
31,681
+3,583
+13% +$259K 0.16% 159
2021
Q4 		$2.03M Buy
28,098
+8,451
+43% +$590K 0.16% 159
2021
Q3 		$1.26M Buy
19,647
+2,662
+16% +$171K 0.13% 193
2021
Q2 		$1.07M Buy
16,985
+4,802
+39% +$307K 0.13% 200
2021
Q1 		$731K Buy
12,183
+6,249
+105% +$348K 0.13% 199
2020
Q4 		$294K Buy
+5,934
New +$272K 0.08% 304

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ethic Inc's PFG Position: Q2 2026 in Review

Ethic Inc increased its Principal Financial Group (PFG) stake by 21% in Q2 2026, buying an estimated $871K and bringing the position to 48,661 shares worth $5.24M. The position accounts for 0.07% of the portfolio, ranked #296.

Ethic Inc first reported a position in PFG in Q4 2020 and has held it in 23 quarters since. 353 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Ethic Inc held 48,661 shares of Principal Financial Group worth $5.24M as of Q2 2026.
  • Ethic Inc bought 8,578 Principal Financial Group shares in Q2 2026, an estimated $871K.
  • Principal Financial Group made up 0.07% of Ethic Inc's portfolio in Q2 2026, its #296 holding.
  • Ethic Inc first reported a position in Principal Financial Group in Q4 2020 and has held it in 23 quarters since.
  • 353 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.