IPWA
PFG icon

International Private Wealth Advisors’s Principal Financial Group PFG Stock Holding History

International Private Wealth Advisors’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
Q1 		$327K Buy
3,624
+734
+25% +$67.1K 0.2% 117
2025
Q4 		$255K Buy
2,890
+33
+1% +$2.79K 0.16% 134
2025
Q3 		$237K Sell
2,857
-341
-11% -$27.3K 0.15% 151
2025
Q2 		$254K Buy
3,198
+56
+2% +$4.3K 0.22% 136
2025
Q1 		$265K Buy
3,142
+272
+9% +$22.6K 0.25% 118
2024
Q4 		$222K Buy
2,870
+58
+2% +$4.89K 0.22% 138
2024
Q3 		$242K Sell
2,812
-123
-4% -$9.93K 0.35% 107
2024
Q2 		$230K Sell
2,935
-970
-25% -$78.8K 0.39% 104
2024
Q1 		$337K Buy
+3,905
New +$313K 0.65% 53

Other funds holding PFG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return