INVST’s Principal Financial Group PFG Stock Holding History

INVST’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	$1.85M	Buy	17,156 +65	+0.4%	+$6.6K	0.18%	88
2026 Q1	$1.54M	Buy	+17,091	New	+$1.56M	0.17%	100

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 $3.37T AUM 44.26% 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

INVST's PFG Position: Q2 2026 in Review

INVST increased its Principal Financial Group (PFG) stake by 0.38% in Q2 2026, buying an estimated $6.6K and bringing the position to 17,156 shares worth $1.85M. The position accounts for 0.18% of the portfolio, ranked #88.

INVST first reported a position in PFG in Q1 2026 and has held it in 2 quarters since. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

INVST held 17,156 shares of Principal Financial Group worth $1.85M as of Q2 2026.
INVST bought 65 Principal Financial Group shares in Q2 2026, an estimated $6.6K.
Principal Financial Group made up 0.18% of INVST's portfolio in Q2 2026, its #88 holding.
INVST first reported a position in Principal Financial Group in Q1 2026 and has held it in 2 quarters since.
952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.