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Independent Wealth Network’s Principal Financial Group PFG Stock Holding History

Independent Wealth Network’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 		$252K Buy
2,254
+171
+8% +$19.4K 0.06% 270
2026
Q2 		$224K Buy
+2,083
New +$211K 0.06% 290
2026
Q1 		– Sell
-2,310
Closed -$204K – 335
2025
Q4 		$204K Buy
+2,310
New +$195K 0.06% 271
2023
Q1 		– Sell
-2,423
Closed -$203K – 206
2022
Q4 		$203K Buy
+2,423
New +$208K 0.14% 176

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

Independent Wealth Network's PFG Position: Q3 2026 in Review

Independent Wealth Network increased its Principal Financial Group (PFG) stake by 8.2% in Q3 2026, buying an estimated $19.4K and bringing the position to 2,254 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #270.

Independent Wealth Network first reported a position in PFG in Q4 2022 and has held it in 4 quarters since. 629 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Independent Wealth Network held 2,254 shares of Principal Financial Group worth $252K as of Q3 2026.
  • Independent Wealth Network bought 171 Principal Financial Group shares in Q3 2026, an estimated $19.4K.
  • Principal Financial Group made up 0.06% of Independent Wealth Network's portfolio in Q3 2026, its #270 holding.
  • Independent Wealth Network first reported a position in Principal Financial Group in Q4 2022 and has held it in 4 quarters since.
  • 629 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.