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MAI Capital Management’s Principal Financial Group PFG Stock Holding History

MAI Capital 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 		$2.63M Buy
24,419
+1,948
+9% +$198K 0.01% 629
2026
Q1 		$2.02M Sell
22,471
-72
-0.3% -$6.58K 0.01% 577
2025
Q4 		$1.99M Buy
22,543
+331
+1% +$27.9K 0.01% 566
2025
Q3 		$1.84M Buy
22,212
+1,609
+8% +$129K 0.01% 560
2025
Q2 		$1.64M Buy
20,603
+33
+0.2% +$2.53K 0.01% 536
2025
Q1 		$1.74M Sell
20,570
-98
-0.5% -$8.15K 0.01% 503
2024
Q4 		$1.6M Buy
20,668
+3,057
+17% +$258K 0.01% 520
2024
Q3 		$1.51M Sell
17,611
-4,934
-22% -$398K 0.01% 457
2024
Q2 		$1.77M Buy
22,545
+81
+0.4% +$6.58K 0.02% 437
2024
Q1 		$1.94M Buy
22,464
+15,788
+236% +$1.27M 0.02% 409
2023
Q4 		$525K Buy
6,676
+1,511
+29% +$109K 0.01% 685
2023
Q3 		$372K Sell
5,165
-145
-3% -$11.3K 0.01% 734
2023
Q2 		$403K Sell
5,310
-1,074
-17% -$77.4K 0.01% 717
2023
Q1 		$474K Sell
6,384
-6,399
-50% -$543K 0.01% 657
2022
Q4 		$1.07M Buy
12,783
+7,655
+149% +$657K 0.02% 400
2022
Q3 		$370K Buy
+5,128
New +$368K 0.01% 642

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

MAI Capital Management's PFG Position: Q2 2026 in Review

MAI Capital Management increased its Principal Financial Group (PFG) stake by 8.7% in Q2 2026, buying an estimated $198K and bringing the position to 24,419 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #629.

MAI Capital Management first reported a position in PFG in Q3 2022 and has held it in 16 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • MAI Capital Management held 24,419 shares of Principal Financial Group worth $2.63M as of Q2 2026.
  • MAI Capital Management bought 1,948 Principal Financial Group shares in Q2 2026, an estimated $198K.
  • Principal Financial Group made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #629 holding.
  • MAI Capital Management first reported a position in Principal Financial Group in Q3 2022 and has held it in 16 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.