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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
Q2 		$299K Buy
2,774
+11
+0.4% +$1.12K 0.01% 580
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 $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

HighPoint Advisor Group's PFG Position: Q2 2026 in Review

HighPoint Advisor Group increased its Principal Financial Group (PFG) stake by 0.4% in Q2 2026, buying an estimated $1.12K and bringing the position to 2,774 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #580.

HighPoint Advisor Group first reported a position in PFG in Q1 2019 and has held it in 20 quarters since. The position peaked at $979K in Q4 2025. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • HighPoint Advisor Group held 2,774 shares of Principal Financial Group worth $299K as of Q2 2026.
  • HighPoint Advisor Group bought 11 Principal Financial Group shares in Q2 2026, an estimated $1.12K.
  • Principal Financial Group made up 0.01% of HighPoint Advisor Group's portfolio in Q2 2026, its #580 holding.
  • HighPoint Advisor Group first reported a position in Principal Financial Group in Q1 2019 and has held it in 20 quarters since.
  • HighPoint Advisor Group's Principal Financial Group position peaked at $979K in Q4 2025.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.