Fisher Asset Management
PFG icon

Fisher Asset Management’s Principal Financial Group PFG Stock Holding History

Fisher Asset Management’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 		$242K Buy
+2,241
New +$228K ﹤0.01% 978
2016
Q1 		– Sell
-20,752
Closed -$933K – 717
2015
Q4 		$933K Buy
20,752
+727
+4% +$35.5K ﹤0.01% 518
2015
Q3 		$948K Buy
+20,025
New +$1.04M ﹤0.01% 497

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

Fisher Asset Management's PFG Position: Q2 2026 in Review

Fisher Asset Management opened a new position in Principal Financial Group (PFG) in Q2 2026: 2,241 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #978 among its holdings. This is a return to the name: Fisher Asset Management previously reported a position in PFG as recently as Q4 2015.

Fisher Asset Management first reported a position in PFG in Q3 2015 and has held it in 3 quarters since. The position peaked at $948K in Q3 2015. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Fisher Asset Management held 2,241 shares of Principal Financial Group worth $242K as of Q2 2026.
  • Principal Financial Group was a new Fisher Asset Management position in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Fisher Asset Management's portfolio in Q2 2026, its #978 holding.
  • Fisher Asset Management first reported a position in Principal Financial Group in Q3 2015 and has held it in 3 quarters since.
  • Fisher Asset Management's Principal Financial Group position peaked at $948K in Q3 2015.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.