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GAMMA Investing’s Principal Financial Group PFG Stock Holding History

GAMMA Investing’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 		$1.03M Buy
9,585
+912
+11% +$92.6K 0.04% 391
2026
Q1 		$782K Buy
8,673
+888
+11% +$81.2K 0.04% 419
2025
Q4 		$687K Buy
7,785
+1,595
+26% +$135K 0.03% 423
2025
Q3 		$513K Buy
6,190
+746
+14% +$59.6K 0.03% 504
2025
Q2 		$432K Sell
5,444
-230
-4% -$17.7K 0.03% 532
2025
Q1 		$479K Buy
5,674
+1,645
+41% +$137K 0.04% 434
2024
Q4 		$312K Sell
4,029
-211
-5% -$17.8K 0.03% 528
2024
Q3 		$364K Buy
4,240
+668
+19% +$53.9K 0.04% 408
2024
Q2 		$280K Buy
3,572
+1,630
+84% +$132K 0.04% 405
2024
Q1 		$168K Buy
1,942
+284
+17% +$22.8K 0.03% 451
2023
Q4 		$131K Buy
+1,658
New +$120K 0.04% 437

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 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

GAMMA Investing's PFG Position: Q2 2026 in Review

GAMMA Investing increased its Principal Financial Group (PFG) stake by 11% in Q2 2026, buying an estimated $92.6K and bringing the position to 9,585 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #391.

GAMMA Investing first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. 205 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • GAMMA Investing held 9,585 shares of Principal Financial Group worth $1.03M as of Q2 2026.
  • GAMMA Investing bought 912 Principal Financial Group shares in Q2 2026, an estimated $92.6K.
  • Principal Financial Group made up 0.04% of GAMMA Investing's portfolio in Q2 2026, its #391 holding.
  • GAMMA Investing first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 205 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.