HAG
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HighPoint Advisor Group’s Principal Financial Group PFG Stock Holding History

HighPoint Advisor Group’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
Q1 		$249K Sell
2,763
-8,337
-75% -$762K 0.01% 574
2025
Q4 		$979K Buy
11,100
+1,711
+18% +$144K 0.02% 470
2025
Q3 		$778K Buy
9,389
+168
+2% +$13.4K 0.04% 299
2025
Q2 		$732K Sell
9,221
-389
-4% -$29.9K 0.04% 299
2025
Q1 		$717K Sell
9,610
-168
-2% -$14K 0.04% 290
2024
Q4 		$836K Buy
9,778
+203
+2% +$17.1K 0.05% 267
2024
Q3 		$787K Buy
9,575
+689
+8% +$55.6K 0.05% 270
2024
Q2 		$727K Buy
8,886
+77
+0.9% +$6.25K 0.04% 282
2024
Q1 		$739K Buy
8,809
+312
+4% +$25K 0.05% 273
2023
Q4 		$718K Buy
+8,497
New +$615K 0.05% 274
2022
Q2 		$478K Buy
+7,204
New +$507K 0.05% 298
2021
Q3 		$439K Sell
6,822
-727
-10% -$46.7K 0.04% 331
2021
Q2 		$477K Buy
7,549
+543
+8% +$34.7K 0.05% 311
2021
Q1 		$434K Buy
7,006
+60
+0.9% +$3.34K 0.05% 304
2020
Q4 		$378K Buy
+6,946
New +$318K 0.05% 310
2020
Q1 		– Sell
-3,719
Closed -$206K – 384
2019
Q4 		$206K Buy
3,719
+50
+1% +$2.74K 0.04% 331
2019
Q3 		$202K Buy
3,669
+1
+0% +$56 0.04% 314
2019
Q2 		$215K Sell
3,668
-139
-4% -$7.66K 0.05% 297
2019
Q1 		$214K Buy
+3,807
New +$189K 0.05% 300

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HighPoint Advisor Group's PFG Position: Q1 2026 in Review

HighPoint Advisor Group reduced its Principal Financial Group (PFG) stake by 75% in Q1 2026, selling an estimated $762K and leaving 2,763 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #574.

HighPoint Advisor Group first reported a position in PFG in Q1 2019 and has held it in 19 quarters since. The position peaked at $979K in Q4 2025. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • HighPoint Advisor Group held 2,763 shares of Principal Financial Group worth $249K as of Q1 2026.
  • HighPoint Advisor Group sold 8,337 Principal Financial Group shares in Q1 2026, an estimated $762K.
  • Principal Financial Group made up 0.01% of HighPoint Advisor Group's portfolio in Q1 2026, its #574 holding.
  • HighPoint Advisor Group first reported a position in Principal Financial Group in Q1 2019 and has held it in 19 quarters since.
  • HighPoint Advisor Group's Principal Financial Group position peaked at $979K in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.