FP
PFG icon

Financial Perspectives’s Principal Financial Group PFG Stock Holding History

Financial Perspectives’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 		$57.7K Buy
535
+297
+125% +$30.2K 0.01% 312
2026
Q1 		$21.4K Hold
238
– – 0.01% 425
2025
Q4 		$21K Hold
238
– – 0.01% 427
2025
Q3 		$19.7K Hold
238
– – 0.01% 428
2025
Q2 		$18.9K Sell
238
-76
-24% -$5.83K 0.01% 423
2025
Q1 		$26.5K Hold
314
– – 0.01% 370
2024
Q4 		$24.3K Hold
314
– – 0.01% 386
2024
Q3 		$27K Hold
314
– – 0.01% 352
2024
Q2 		$24.6K Hold
314
– – 0.01% 355
2024
Q1 		$27.1K Hold
314
– – 0.01% 340
2023
Q4 		$24.7K Hold
314
– – 0.01% 357
2023
Q3 		$22.6K Buy
314
+76
+32% +$5.9K 0.01% 343
2023
Q2 		$18.1K Hold
238
– – 0.01% 373
2023
Q1 		$17.7K Hold
238
– – 0.01% 374
2022
Q4 		$20K Sell
238
-103
-30% -$8.84K 0.01% 358
2022
Q3 		$24.6K Hold
341
– – 0.01% 317
2022
Q2 		$22.8K Hold
341
– – 0.01% 332
2022
Q1 		$25K Hold
341
– – 0.01% 342
2021
Q4 		$24.7K Buy
341
+103
+43% +$7.19K 0.01% 329
2021
Q3 		$15.3K Hold
238
– – 0.01% 389
2021
Q2 		$15K Hold
238
– – 0.01% 415
2021
Q1 		$14.3K Hold
238
– – 0.01% 398
2020
Q4 		$11.8K Hold
238
– – 0.01% 391
2020
Q3 		$9.58K Hold
238
– – 0.01% 376
2020
Q2 		$9.89K Hold
238
– – 0.01% 352
2020
Q1 		$7.46K Hold
238
– – 0.01% 352
2019
Q4 		$13.1K Buy
+238
New +$13K 0.01% 301

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 $3.37T AUM 44.26% 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

Financial Perspectives's PFG Position: Q2 2026 in Review

Financial Perspectives increased its Principal Financial Group (PFG) stake by 125% in Q2 2026, buying an estimated $30.2K and bringing the position to 535 shares worth $57.7K. The position accounts for 0.01% of the portfolio, ranked #312.

Financial Perspectives first reported a position in PFG in Q4 2019 and has held it in 27 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Financial Perspectives held 535 shares of Principal Financial Group worth $57.7K as of Q2 2026.
  • Financial Perspectives bought 297 Principal Financial Group shares in Q2 2026, an estimated $30.2K.
  • Principal Financial Group made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #312 holding.
  • Financial Perspectives first reported a position in Principal Financial Group in Q4 2019 and has held it in 27 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.