FTWA
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
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

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
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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Fifth Third Wealth Advisors's PFG Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Principal Financial Group (PFG) stake by 5.2% in Q2 2026, buying an estimated $17.3K and bringing the position to 3,413 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #608.

Fifth Third Wealth Advisors first reported a position in PFG in Q1 2026 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Fifth Third Wealth Advisors held 3,413 shares of Principal Financial Group worth $368K as of Q2 2026.
  • Fifth Third Wealth Advisors bought 170 Principal Financial Group shares in Q2 2026, an estimated $17.3K.
  • Principal Financial Group made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #608 holding.
  • Fifth Third Wealth Advisors first reported a position in Principal Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.