Fifth Third Wealth Advisors
PFG icon

Fifth Third Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Fifth Third Wealth Advisors’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
Q3 		$406K Buy
3,625
+212
+6% +$24K 0.01% 609
2026
Q2 		$368K Buy
3,413
+170
+5% +$17.3K 0.01% 608
2026
Q1 		$292K Buy
+3,243
New +$296K 0.01% 617

Other funds holding PFG

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Fifth Third Wealth Advisors's PFG Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its Principal Financial Group (PFG) stake by 6.2% in Q3 2026, buying an estimated $24K and bringing the position to 3,625 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #609.

Fifth Third Wealth Advisors first reported a position in PFG in Q1 2026 and has held it in 3 quarters since. 230 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Fifth Third Wealth Advisors held 3,625 shares of Principal Financial Group worth $406K as of Q3 2026.
  • Fifth Third Wealth Advisors bought 212 Principal Financial Group shares in Q3 2026, an estimated $24K.
  • Principal Financial Group made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #609 holding.
  • Fifth Third Wealth Advisors first reported a position in Principal Financial Group in Q1 2026 and has held it in 3 quarters since.
  • 230 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.