Lido Advisors
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Lido Advisors’s Principal Financial Group PFG Stock Holding History

Lido 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 		$601K Buy
6,664
+863
+15% +$78.9K ﹤0.01% 1199
2025
Q4 		$483K Buy
5,801
+172
+3% +$14.5K ﹤0.01% 1313
2025
Q3 		$467K Buy
5,629
+352
+7% +$28.1K ﹤0.01% 1256
2025
Q2 		$419K Buy
5,277
+478
+10% +$36.7K ﹤0.01% 1174
2025
Q1 		$405K Sell
4,799
-366
-7% -$30.4K ﹤0.01% 1086
2024
Q4 		$400K Sell
5,165
-433
-8% -$36.5K ﹤0.01% 1084
2024
Q3 		$481K Buy
5,598
+55
+1% +$4.44K ﹤0.01% 973
2024
Q2 		$435K Buy
5,543
+830
+18% +$67.4K ﹤0.01% 974
2024
Q1 		$407K Buy
+4,713
New +$378K ﹤0.01% 966

Other funds holding PFG

BlackRock
BlackRock New York $5.72T 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

Lido Advisors's PFG Position: Q1 2026 in Review

Lido Advisors increased its Principal Financial Group (PFG) stake by 15% in Q1 2026, buying an estimated $78.9K and bringing the position to 6,664 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Lido Advisors first reported a position in PFG in Q1 2024 and has held it in 9 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Lido Advisors held 6,664 shares of Principal Financial Group worth $601K as of Q1 2026.
  • Lido Advisors bought 863 Principal Financial Group shares in Q1 2026, an estimated $78.9K.
  • Principal Financial Group made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1199 holding.
  • Lido Advisors first reported a position in Principal Financial Group in Q1 2024 and has held it in 9 quarters since.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.