HWM
PFG icon

HB Wealth Management’s Principal Financial Group PFG Stock Holding History

HB Wealth 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 		$922K Buy
8,558
+611
+8% +$62K 0.01% 781
2026
Q1 		$716K Buy
7,947
+494
+7% +$45.2K ﹤0.01% 812
2025
Q4 		$658K Buy
7,453
+2,039
+38% +$172K ﹤0.01% 776
2025
Q3 		$449K Buy
5,414
+682
+14% +$54.5K ﹤0.01% 910
2025
Q2 		$376K Sell
4,732
-367
-7% -$28.2K ﹤0.01% 853
2025
Q1 		$430K Buy
5,099
+919
+22% +$76.4K ﹤0.01% 817
2024
Q4 		$324K Buy
4,180
+353
+9% +$29.7K ﹤0.01% 781
2024
Q3 		$329K Buy
3,827
+783
+26% +$63.2K ﹤0.01% 724
2024
Q2 		$239K Buy
3,044
+251
+9% +$20.4K ﹤0.01% 790
2024
Q1 		$241K Sell
2,793
-222
-7% -$17.8K ﹤0.01% 733
2023
Q4 		$237K Sell
3,015
-1,846
-38% -$134K ﹤0.01% 689
2023
Q3 		$350K Buy
+4,861
New +$377K 0.01% 530
2023
Q2 		– Sell
-3,259
Closed -$242K – 757
2023
Q1 		$242K Buy
3,259
+112
+4% +$9.5K ﹤0.01% 604
2022
Q4 		$264K Buy
+3,147
New +$270K ﹤0.01% 553

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

HB Wealth Management's PFG Position: Q2 2026 in Review

HB Wealth Management increased its Principal Financial Group (PFG) stake by 7.7% in Q2 2026, buying an estimated $62K and bringing the position to 8,558 shares worth $922K. The position accounts for 0.01% of the portfolio, ranked #781.

HB Wealth Management first reported a position in PFG in Q4 2022 and has held it in 14 quarters since. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • HB Wealth Management held 8,558 shares of Principal Financial Group worth $922K as of Q2 2026.
  • HB Wealth Management bought 611 Principal Financial Group shares in Q2 2026, an estimated $62K.
  • Principal Financial Group made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #781 holding.
  • HB Wealth Management first reported a position in Principal Financial Group in Q4 2022 and has held it in 14 quarters since.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.