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Fort Washington Investment Advisors’s Principal Financial Group PFG Stock Holding History

Fort Washington Investment 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 		$28.9M Sell
268,408
-140,126
-34% -$14.2M 0.15% 172
2026
Q1 		$36.8M Buy
408,534
+14,905
+4% +$1.36M 0.2% 120
2025
Q4 		$34.7M Buy
393,629
+81,464
+26% +$6.88M 0.18% 119
2025
Q3 		$25.9M Sell
312,165
-2,189
-0.7% -$175K 0.14% 149
2025
Q2 		$25M Buy
314,354
+4,251
+1% +$326K 0.14% 138
2025
Q1 		$26.2M Buy
310,103
+5,906
+2% +$491K 0.16% 132
2024
Q4 		$23.5M Sell
304,197
-72,286
-19% -$6.09M 0.14% 138
2024
Q3 		$32.3M Buy
376,483
+4,589
+1% +$371K 0.2% 111
2024
Q2 		$29.2M Sell
371,894
-2,308
-0.6% -$187K 0.19% 113
2024
Q1 		$32.3M Sell
374,202
-14,762
-4% -$1.18M 0.21% 107
2023
Q4 		$30.6M Sell
388,964
-35,310
-8% -$2.56M 0.21% 103
2023
Q3 		$30.6M Sell
424,274
-63,827
-13% -$4.95M 0.23% 102
2023
Q2 		$37M Buy
488,101
+88
+0% +$6.34K 0.27% 92
2023
Q1 		$36.3M Buy
488,013
+5,447
+1% +$462K 0.27% 97
2022
Q4 		$40.5M Buy
482,566
+1,394
+0.3% +$120K 0.31% 95
2022
Q3 		$34.7M Sell
481,172
-78,957
-14% -$5.67M 0.29% 98
2022
Q2 		$37.4M Buy
560,129
+12,593
+2% +$886K 0.29% 94
2022
Q1 		$40.2M Buy
547,536
+862
+0.2% +$62.4K 0.26% 100
2021
Q4 		$39.5M Hold
546,674
– – 0.24% 106
2021
Q3 		$35.2M Buy
546,674
+401,452
+276% +$25.8M 0.23% 103
2021
Q2 		$9.18M Sell
145,222
-62
-0% -$3.96K 0.08% 207
2021
Q1 		$8.71M Buy
145,284
+58
+0% +$3.23K 0.08% 204
2020
Q4 		$7.21M Buy
145,226
+1,089
+0.8% +$49.9K 0.08% 208
2020
Q3 		$5.8M Sell
144,137
-5,872
-4% -$250K 0.06% 211
2020
Q2 		$6.23M Buy
150,009
+19,156
+15% +$699K 0.07% 202
2020
Q1 		$4.1M Buy
130,853
+5,219
+4% +$247K 0.06% 209
2019
Q4 		$6.91M Buy
125,634
+90,608
+259% +$4.96M 0.07% 205
2019
Q3 		$2M Buy
35,026
+11,563
+49% +$651K 0.02% 270
2019
Q2 		$1.36M Hold
23,463
– – 0.02% 293
2019
Q1 		$1.18M Buy
23,463
+247
+1% +$12.2K 0.01% 308
2018
Q4 		$1.02M Sell
23,216
-9,504
-29% -$468K 0.01% 322
2018
Q3 		$1.92M Hold
32,720
– – 0.02% 300
2018
Q2 		$1.73M Hold
32,720
– – 0.02% 308
2018
Q1 		$1.99M Sell
32,720
-5,981
-15% -$394K 0.02% 310
2017
Q4 		$2.73M Hold
38,701
– – 0.03% 298
2017
Q3 		$2.49M Hold
38,701
– – 0.04% 201
2017
Q2 		$2.48M Sell
38,701
-8
-0% -$507 0.04% 198
2017
Q1 		$2.44M Buy
38,709
+8
+0% +$488 0.04% 208
2016
Q4 		$2.24M Hold
38,701
– – 0.04% 219
2016
Q3 		$1.99M Buy
38,701
+483
+1% +$22.6K 0.04% 200
2016
Q2 		$1.57M Hold
38,218
– – 0.03% 230
2016
Q1 		$1.51M Hold
38,218
– – 0.03% 238
2015
Q4 		$1.72M Hold
38,218
– – 0.03% 224
2015
Q3 		$1.81M Buy
+38,218
New +$1.98M 0.04% 219

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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fort Washington Investment Advisors's PFG Position: Q2 2026 in Review

Fort Washington Investment Advisors reduced its Principal Financial Group (PFG) stake by 34% in Q2 2026, selling an estimated $14.2M and leaving 268,408 shares worth $28.9M. The position accounts for 0.15% of the portfolio, ranked #172.

Fort Washington Investment Advisors first reported a position in PFG in Q3 2015 and has held it in 44 quarters since. The position peaked at $40.5M in Q4 2022. 133 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Fort Washington Investment Advisors held 268,408 shares of Principal Financial Group worth $28.9M as of Q2 2026.
  • Fort Washington Investment Advisors sold 140,126 Principal Financial Group shares in Q2 2026, an estimated $14.2M.
  • Principal Financial Group made up 0.15% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #172 holding.
  • Fort Washington Investment Advisors first reported a position in Principal Financial Group in Q3 2015 and has held it in 44 quarters since.
  • Fort Washington Investment Advisors's Principal Financial Group position peaked at $40.5M in Q4 2022.
  • 133 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.