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Exchange Traded Concepts’s Principal Financial Group PFG Stock Holding History

Exchange Traded Concepts’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 		$928K Buy
8,609
+832
+11% +$84.5K ﹤0.01% 954
2026
Q1 		$701K Buy
7,777
+3,476
+81% +$318K 0.01% 947
2025
Q4 		$379K Sell
4,301
-2,794
-39% -$236K ﹤0.01% 1045
2025
Q3 		$588K Buy
7,095
+3,827
+117% +$306K 0.01% 979
2025
Q2 		$260K Buy
3,268
+212
+7% +$16.3K ﹤0.01% 1049
2025
Q1 		$258K Sell
3,056
-225
-7% -$18.7K ﹤0.01% 884
2024
Q4 		$254K Buy
3,281
+301
+10% +$25.4K 0.01% 959
2024
Q3 		$256K Buy
2,980
+2,850
+2,192% +$230K 0.01% 929
2024
Q2 		$10.2K Buy
130
+22
+20% +$1.79K ﹤0.01% 1079
2024
Q1 		$9.32K Buy
+108
New +$8.67K ﹤0.01% 1116
2022
Q3 		– Sell
-2,034
Closed -$136K – 1278
2022
Q2 		$136K Buy
2,034
+801
+65% +$56.3K ﹤0.01% 775
2022
Q1 		$91K Buy
+1,233
New +$89.3K ﹤0.01% 851

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

Exchange Traded Concepts's PFG Position: Q2 2026 in Review

Exchange Traded Concepts increased its Principal Financial Group (PFG) stake by 11% in Q2 2026, buying an estimated $84.5K and bringing the position to 8,609 shares worth $928K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Exchange Traded Concepts first reported a position in PFG in Q1 2022 and has held it in 12 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Exchange Traded Concepts held 8,609 shares of Principal Financial Group worth $928K as of Q2 2026.
  • Exchange Traded Concepts bought 832 Principal Financial Group shares in Q2 2026, an estimated $84.5K.
  • Principal Financial Group made up ﹤0.01% of Exchange Traded Concepts's portfolio in Q2 2026, its #954 holding.
  • Exchange Traded Concepts first reported a position in Principal Financial Group in Q1 2022 and has held it in 12 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Exchange Traded Concepts's 13F filing for Q2 2026, filed 22 Jul 2026.