HWP
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Highline Wealth Partners’s Principal Financial Group PFG Stock Holding History

Highline Wealth Partners’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 		$3.23K Buy
+30
New +$3.05K ﹤0.01% 985
2025
Q2 		– Sell
-2
Closed -$169 – 1037
2025
Q1 		$169 Buy
+2
New +$166 ﹤0.01% 956

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

Highline Wealth Partners's PFG Position: Q2 2026 in Review

Highline Wealth Partners opened a new position in Principal Financial Group (PFG) in Q2 2026: 30 shares worth $3.23K. The stake represents ﹤0.01% of the portfolio and ranks #985 among its holdings. This is a return to the name: Highline Wealth Partners previously reported a position in PFG as recently as Q1 2025.

Highline Wealth Partners first reported a position in PFG in Q1 2025 and has held it in 2 quarters since. 199 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Highline Wealth Partners held 30 shares of Principal Financial Group worth $3.23K as of Q2 2026.
  • Principal Financial Group was a new Highline Wealth Partners position in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #985 holding.
  • Highline Wealth Partners first reported a position in Principal Financial Group in Q1 2025 and has held it in 2 quarters since.
  • 199 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.