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Integrated Wealth Concepts’s Principal Financial Group PFG Stock Holding History

Integrated Wealth Concepts’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 		$910K Buy
8,442
+1,443
+21% +$147K 0.01% 1262
2026
Q1 		$631K Buy
6,999
+2,949
+73% +$270K 0.01% 1405
2025
Q4 		$357K Buy
+4,050
New +$342K ﹤0.01% 1249
2025
Q2 		– Sell
-2,896
Closed -$244K – 1980
2025
Q1 		$244K Buy
+2,896
New +$241K ﹤0.01% 1519
2024
Q4 		– Sell
-2,465
Closed -$212K – 1766
2024
Q3 		$212K Buy
+2,465
New +$199K ﹤0.01% 1532
2024
Q2 		– Sell
-2,424
Closed -$209K – 1701
2024
Q1 		$209K Buy
+2,424
New +$195K ﹤0.01% 1504
2023
Q4 		– Sell
-4,733
Closed -$341K – 1650
2023
Q3 		$341K Sell
4,733
-821
-15% -$63.7K 0.01% 1161
2023
Q2 		$421K Sell
5,554
-2,468
-31% -$178K 0.01% 1065
2023
Q1 		$596K Buy
8,022
+1,123
+16% +$95.3K 0.01% 798
2022
Q4 		$579K Buy
+6,899
New +$592K 0.02% 615

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

Integrated Wealth Concepts's PFG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Principal Financial Group (PFG) stake by 21% in Q2 2026, buying an estimated $147K and bringing the position to 8,442 shares worth $910K. The position accounts for 0.01% of the portfolio, ranked #1262.

Integrated Wealth Concepts first reported a position in PFG in Q4 2022 and has held it in 10 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Integrated Wealth Concepts held 8,442 shares of Principal Financial Group worth $910K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,443 Principal Financial Group shares in Q2 2026, an estimated $147K.
  • Principal Financial Group made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1262 holding.
  • Integrated Wealth Concepts first reported a position in Principal Financial Group in Q4 2022 and has held it in 10 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.