Great Lakes Advisors’s Principal Financial Group PFG Stock Holding History

Great Lakes 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	$279K	Buy	+2,593	New	+$263K	﹤0.01%	726
2025 Q4	–	Sell	-11,148	Closed	-$924K	–	837
2025 Q3	$924K	Buy	+11,148	New	+$891K	0.01%	535
2018 Q2	–	Sell	-68,377	Closed	-$4.17M	–	558
2018 Q1	$4.17M	Sell	68,377 -18,751	-22%	-$1.23M	0.1%	204
2017 Q4	$6.15M	Buy	+87,128	New	+$6M	0.14%	140
2017 Q2	–	Sell	-4,951	Closed	-$312K	–	593
2017 Q1	$312K	Buy	+4,951	New	+$302K	0.01%	501

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Great Lakes Advisors's PFG Position: Q2 2026 in Review

Great Lakes Advisors opened a new position in Principal Financial Group (PFG) in Q2 2026: 2,593 shares worth $279K. The stake represents ﹤0.01% of the portfolio and ranks #726 among its holdings. This is a return to the name: Great Lakes Advisors previously reported a position in PFG as recently as Q3 2025.

Great Lakes Advisors first reported a position in PFG in Q1 2017 and has held it in 5 quarters since. The position peaked at $6.15M in Q4 2017. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Great Lakes Advisors held 2,593 shares of Principal Financial Group worth $279K as of Q2 2026.
Principal Financial Group was a new Great Lakes Advisors position in Q2 2026.
Principal Financial Group made up ﹤0.01% of Great Lakes Advisors's portfolio in Q2 2026, its #726 holding.
Great Lakes Advisors first reported a position in Principal Financial Group in Q1 2017 and has held it in 5 quarters since.
Great Lakes Advisors's Principal Financial Group position peaked at $6.15M in Q4 2017.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Great Lakes Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.