HIA
PFG icon

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

HFM 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 		$2.59K Buy
24
+12
+100% +$1.22K ﹤0.01% 361
2026
Q1 		$1.08K Buy
12
+1
+9% +$91 ﹤0.01% 384
2025
Q4 		$971 Hold
11
– – ﹤0.01% 463
2025
Q3 		$912 Hold
11
– – ﹤0.01% 419
2025
Q2 		$874 Buy
11
+6
+120% +$461 ﹤0.01% 427
2025
Q1 		$422 Buy
+5
New +$416 ﹤0.01% 342

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

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

HFM Investment Advisors increased its Principal Financial Group (PFG) stake by 100% in Q2 2026, buying an estimated $1.22K and bringing the position to 24 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

HFM Investment Advisors first reported a position in PFG in Q1 2025 and has held it in 6 quarters since. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • HFM Investment Advisors held 24 shares of Principal Financial Group worth $2.59K as of Q2 2026.
  • HFM Investment Advisors bought 12 Principal Financial Group shares in Q2 2026, an estimated $1.22K.
  • Principal Financial Group made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #361 holding.
  • HFM Investment Advisors first reported a position in Principal Financial Group in Q1 2025 and has held it in 6 quarters since.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.