Impact Partnership Wealth
PFG icon

Impact Partnership Wealth’s Principal Financial Group PFG Stock Holding History

Impact Partnership Wealth’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 		$1.91M Buy
+17,052
New +$1.93M 0.17% 95
2026
Q2 		– Sell
-16,053
Closed -$1.45M – 481
2026
Q1 		$1.45M Buy
16,053
+11,647
+264% +$1.06M 0.18% 80
2025
Q4 		$389K Sell
4,406
-319
-7% -$26.9K 0.05% 241
2025
Q3 		$392K Sell
4,725
-339
-7% -$27.1K 0.06% 197
2025
Q2 		$402K Buy
+5,064
New +$389K 0.07% 172
2025
Q1 		– Sell
-7,784
Closed -$603K – 322
2024
Q4 		$603K Buy
7,784
+64
+0.8% +$5.39K 0.12% 101
2024
Q3 		$663K Buy
7,720
+1,576
+26% +$127K 0.15% 84
2024
Q2 		$482K Buy
+6,144
New +$499K 0.13% 108
2024
Q1 		– Sell
-6,570
Closed -$517K – 826
2023
Q4 		$517K Buy
+6,570
New +$476K 0.19% 77
2023
Q3 		– Sell
-25
Closed -$1.9K – 1152
2023
Q2 		$1.9K Buy
+25
New +$1.8K ﹤0.01% 690

Other funds holding PFG

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Impact Partnership Wealth's PFG Position: Q3 2026 in Review

Impact Partnership Wealth opened a new position in Principal Financial Group (PFG) in Q3 2026: 17,052 shares worth $1.91M. The stake represents 0.17% of the portfolio and ranks #95 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in PFG as recently as Q1 2026.

Impact Partnership Wealth first reported a position in PFG in Q2 2023 and has held it in 10 quarters since. 629 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Impact Partnership Wealth held 17,052 shares of Principal Financial Group worth $1.91M as of Q3 2026.
  • Principal Financial Group was a new Impact Partnership Wealth position in Q3 2026.
  • Principal Financial Group made up 0.17% of Impact Partnership Wealth's portfolio in Q3 2026, its #95 holding.
  • Impact Partnership Wealth first reported a position in Principal Financial Group in Q2 2023 and has held it in 10 quarters since.
  • 629 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.