FIM
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FWL Investment Management’s Principal Financial Group PFG Stock Holding History

FWL Investment 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 		$41K Hold
380
– – 0.01% 220
2026
Q1 		$34.2K Hold
380
– – 0.01% 191
2025
Q4 		$33.5K Hold
380
– – 0.01% 191
2025
Q3 		$31.5K Buy
+380
New +$30.4K 0.01% 176
2024
Q2 		– Sell
-40
Closed -$3.45K – 263
2024
Q1 		$3.45K Buy
+40
New +$3.21K ﹤0.01% 203
2023
Q1 		– Sell
-40
Closed -$3.36K – 161
2022
Q4 		$3.36K Buy
+40
New +$3.43K ﹤0.01% 162

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

FWL Investment Management's PFG Position: Q2 2026 in Review

FWL Investment Management held its Principal Financial Group (PFG) position steady in Q2 2026 at 380 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #220.

FWL Investment Management first reported a position in PFG in Q4 2022 and has held it in 6 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • FWL Investment Management held 380 shares of Principal Financial Group worth $41K as of Q2 2026.
  • FWL Investment Management left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #220 holding.
  • FWL Investment Management first reported a position in Principal Financial Group in Q4 2022 and has held it in 6 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.