HFS
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Hughes Financial Services’s Principal Financial Group PFG Stock Holding History

Hughes Financial Services’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 		$23.5K Buy
218
+193
+772% +$19.6K ﹤0.01% 251
2026
Q1 		$2.25K Buy
25
+4
+19% +$366 ﹤0.01% 568
2025
Q4 		$1.85K Hold
21
– – ﹤0.01% 574
2025
Q3 		$1.75K Hold
21
– – ﹤0.01% 589
2025
Q2 		$1.61K Buy
21
+15
+250% +$1.15K ﹤0.01% 599
2025
Q1 		$511 Buy
+6
New +$499 ﹤0.01% 894

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 $3.38T AUM 44.17% 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

Hughes Financial Services's PFG Position: Q2 2026 in Review

Hughes Financial Services increased its Principal Financial Group (PFG) stake by 772% in Q2 2026, buying an estimated $19.6K and bringing the position to 218 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Hughes Financial Services first reported a position in PFG in Q1 2025 and has held it in 6 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Hughes Financial Services held 218 shares of Principal Financial Group worth $23.5K as of Q2 2026.
  • Hughes Financial Services bought 193 Principal Financial Group shares in Q2 2026, an estimated $19.6K.
  • Principal Financial Group made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #251 holding.
  • Hughes Financial Services first reported a position in Principal Financial Group in Q1 2025 and has held it in 6 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.