International Assets Investment Management’s Principal Financial Group PFG Stock Holding History

International Assets Investment 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 Q2	$63.7K	Buy	585 +155	+36%	+$15.7K	﹤0.01%	1234
2026 Q1	$38.7K	Buy	430 +165	+62%	+$15.1K	﹤0.01%	1305
2025 Q4	$23.4K	Buy	+265	New	+$22.4K	﹤0.01%	1438
2024 Q4	–	Sell	-1,539	Closed	-$132K	–	1572
2024 Q3	$132K	Sell	1,539 -436	-22%	-$35.2K	0.01%	726
2024 Q2	$155K	Buy	+1,975	New	+$160K	0.01%	795
2023 Q2	–	Sell	-1,908	Closed	-$142K	–	746
2023 Q1	$142K	Buy	+1,908	New	+$162K	0.02%	538
2021 Q2	–	Sell	-2,932	Closed	-$159K	–	1491
2021 Q1	$159K	Buy	2,932 +1,359	+86%	+$75.7K	0.01%	564
2020 Q4	$78K	Buy	+1,573	New	+$72.1K	0.01%	675

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

International Assets Investment Management's PFG Position: Q2 2026 in Review

International Assets Investment Management increased its Principal Financial Group (PFG) stake by 36% in Q2 2026, buying an estimated $15.7K and bringing the position to 585 shares worth $63.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

International Assets Investment Management first reported a position in PFG in Q4 2020 and has held it in 8 quarters since. The position peaked at $159K in Q1 2021. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

International Assets Investment Management held 585 shares of Principal Financial Group worth $63.7K as of Q2 2026.
International Assets Investment Management bought 155 Principal Financial Group shares in Q2 2026, an estimated $15.7K.
Principal Financial Group made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1234 holding.
International Assets Investment Management first reported a position in Principal Financial Group in Q4 2020 and has held it in 8 quarters since.
International Assets Investment Management's Principal Financial Group position peaked at $159K in Q1 2021.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.