IMG Wealth Management
PFG icon

IMG Wealth Management’s Principal Financial Group PFG Stock Holding History

IMG Wealth Management’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
Q3 		$3.25K Buy
29
+16
+123% +$1.81K ﹤0.01% 456
2026
Q2 		$1.4K Buy
+13
New +$1.32K ﹤0.01% 487
2026
Q1 		– Sell
-58
Closed -$5.12K – 587
2025
Q4 		$5.12K Hold
58
– – ﹤0.01% 407
2025
Q3 		$4.81K Hold
58
– – ﹤0.01% 356
2025
Q2 		$4.61K Buy
+58
New +$4.45K ﹤0.01% 355

Other funds holding PFG

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Conning Inc
Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

IMG Wealth Management's PFG Position: Q3 2026 in Review

IMG Wealth Management increased its Principal Financial Group (PFG) stake by 123% in Q3 2026, buying an estimated $1.81K and bringing the position to 29 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

IMG Wealth Management first reported a position in PFG in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.12K in Q4 2025. 458 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • IMG Wealth Management held 29 shares of Principal Financial Group worth $3.25K as of Q3 2026.
  • IMG Wealth Management bought 16 Principal Financial Group shares in Q3 2026, an estimated $1.81K.
  • Principal Financial Group made up ﹤0.01% of IMG Wealth Management's portfolio in Q3 2026, its #456 holding.
  • IMG Wealth Management first reported a position in Principal Financial Group in Q2 2025 and has held it in 5 quarters since.
  • IMG Wealth Management's Principal Financial Group position peaked at $5.12K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.