Impax Asset Management Group
PFG icon

Impax Asset Management Group’s Principal Financial Group PFG Stock Holding History

Impax Asset Management 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 		$2.49M Buy
23,119
+1,006
+5% +$102K 0.02% 246
2026
Q1 		$1.99M Buy
22,113
+8,663
+64% +$792K 0.01% 248
2025
Q4 		$1.19M Hold
13,450
– – 0.01% 260
2025
Q3 		$1.12M Hold
13,450
– – 0.01% 258
2025
Q2 		$1.07M Buy
+13,450
New +$1.03M 0.01% 262
2024
Q1 		– Sell
-6,867
Closed -$540K – 350
2023
Q4 		$540K Sell
6,867
-11
-0.2% -$797 ﹤0.01% 338
2023
Q3 		$496K Sell
6,878
-14
-0.2% -$1.09K ﹤0.01% 335
2023
Q2 		$523K Buy
6,892
+54
+0.8% +$3.89K ﹤0.01% 338
2023
Q1 		$508K Sell
6,838
-1,860
-21% -$158K ﹤0.01% 332
2022
Q4 		$730K Sell
8,698
-6
-0.1% -$515 ﹤0.01% 288
2022
Q3 		$628K Sell
8,704
-191
-2% -$13.7K ﹤0.01% 303
2022
Q2 		$594K Sell
8,895
-286
-3% -$20.1K ﹤0.01% 310
2022
Q1 		$674K Buy
9,181
+9
+0.1% +$652 ﹤0.01% 321
2021
Q4 		$663K Sell
9,172
-296,564
-97% -$20.7M ﹤0.01% 329
2021
Q3 		$19.7M Buy
305,736
+1,273
+0.4% +$81.7K 0.08% 122
2021
Q2 		$19.2M Buy
304,463
+6,951
+2% +$444K 0.08% 120
2021
Q1 		$17.8M Sell
297,512
-25,989
-8% -$1.45M 0.09% 115
2020
Q4 		$16M Buy
323,501
+57,010
+21% +$2.61M 0.1% 103
2020
Q3 		$10.7M Buy
266,491
+278
+0.1% +$11.8K 0.09% 114
2020
Q2 		$11.1M Sell
266,213
-5,494
-2% -$200K 0.11% 113
2020
Q1 		$8.52M Buy
271,707
+98,324
+57% +$4.65M 0.11% 112
2019
Q4 		$9.54M Buy
173,383
+26,001
+18% +$1.42M 0.11% 121
2019
Q3 		$8.42M Buy
147,382
+17,648
+14% +$994K 0.11% 124
2019
Q2 		$7.51M Buy
129,734
+4,549
+4% +$251K 0.1% 130
2019
Q1 		$6.28M Buy
125,185
+19,042
+18% +$944K 0.09% 139
2018
Q4 		$4.69M Buy
106,143
+11,972
+13% +$589K 0.08% 159
2018
Q3 		$5.52M Buy
+94,171
New +$5.25M 0.08% 158

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

Impax Asset Management Group's PFG Position: Q2 2026 in Review

Impax Asset Management Group increased its Principal Financial Group (PFG) stake by 4.5% in Q2 2026, buying an estimated $102K and bringing the position to 23,119 shares worth $2.49M. The position accounts for 0.02% of the portfolio, ranked #246.

Impax Asset Management Group first reported a position in PFG in Q3 2018 and has held it in 27 quarters since. The position peaked at $19.7M in Q3 2021. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Impax Asset Management Group held 23,119 shares of Principal Financial Group worth $2.49M as of Q2 2026.
  • Impax Asset Management Group bought 1,006 Principal Financial Group shares in Q2 2026, an estimated $102K.
  • Principal Financial Group made up 0.02% of Impax Asset Management Group's portfolio in Q2 2026, its #246 holding.
  • Impax Asset Management Group first reported a position in Principal Financial Group in Q3 2018 and has held it in 27 quarters since.
  • Impax Asset Management Group's Principal Financial Group position peaked at $19.7M in Q3 2021.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Impax Asset Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.