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GHP Investment Advisors’s Principal Financial Group PFG Stock Holding History

GHP 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 		$118K Hold
1,099
– – ﹤0.01% 453
2026
Q1 		$99K Hold
1,099
– – ﹤0.01% 454
2025
Q4 		$96.9K Buy
1,099
+100
+10% +$8.44K ﹤0.01% 452
2025
Q3 		$82.8K Buy
999
+615
+160% +$49.2K ﹤0.01% 460
2025
Q2 		$30.5K Hold
384
– – ﹤0.01% 571
2025
Q1 		$32.4K Hold
384
– – ﹤0.01% 543
2024
Q4 		$29.7K Hold
384
– – ﹤0.01% 552
2024
Q3 		$33K Buy
384
+43
+13% +$3.47K ﹤0.01% 557
2024
Q2 		$26.8K Buy
341
+115
+51% +$9.34K ﹤0.01% 559
2024
Q1 		$19.5K Hold
226
– – ﹤0.01% 588
2023
Q4 		$17.8K Sell
226
-158
-41% -$11.4K ﹤0.01% 591
2023
Q3 		$26.8K Buy
384
+226
+143% +$17.5K ﹤0.01% 572
2023
Q2 		$12.3K Hold
158
– – ﹤0.01% 655
2023
Q1 		$11.7K Sell
158
-46
-23% -$3.9K ﹤0.01% 655
2022
Q4 		$17.1K Buy
204
+1
+0.5% +$86 ﹤0.01% 605
2022
Q3 		$15K Buy
203
+91
+81% +$6.54K ﹤0.01% 615
2022
Q2 		$7K Buy
112
+81
+261% +$5.7K ﹤0.01% 764
2022
Q1 		$2K Buy
+31
New +$2.24K ﹤0.01% 894

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

GHP Investment Advisors's PFG Position: Q2 2026 in Review

GHP Investment Advisors held its Principal Financial Group (PFG) position steady in Q2 2026 at 1,099 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

GHP Investment Advisors first reported a position in PFG in Q1 2022 and has held it in 18 quarters since. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • GHP Investment Advisors held 1,099 shares of Principal Financial Group worth $118K as of Q2 2026.
  • GHP Investment Advisors left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #453 holding.
  • GHP Investment Advisors first reported a position in Principal Financial Group in Q1 2022 and has held it in 18 quarters since.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.