Marquette Asset Management’s Principal Financial Group PFG Stock Holding History

Marquette Asset 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	$20.3K	Hold	188	–	–	﹤0.01%	233
2026 Q1	$16.9K	Hold	188	–	–	﹤0.01%	183
2025 Q4	$16.6K	Buy	188 +20	+12%	+$1.69K	﹤0.01%	176
2025 Q3	$13.9K	Hold	168	–	–	﹤0.01%	184
2025 Q2	$13.3K	Sell	168 -5,534	-97%	-$425K	﹤0.01%	109
2025 Q1	$481K	Hold	5,702	–	–	0.08%	33
2024 Q4	$441K	Hold	5,702	–	–	0.07%	44
2024 Q3	$490K	Hold	5,702	–	–	0.08%	47
2024 Q2	$447K	Sell	5,702 -360	-6%	-$29.2K	0.08%	47
2024 Q1	$523K	Hold	6,062	–	–	0.09%	41
2023 Q4	$477K	Sell	6,062 -200	-3%	-$14.5K	0.09%	45
2023 Q3	$451K	Buy	6,262 +5,534	+760%	+$430K	0.11%	43
2023 Q2	$55.2K	Hold	728	–	–	0.01%	143
2023 Q1	$54.1K	Buy	728 +360	+98%	+$30.5K	0.01%	144
2022 Q4	$30.9K	Hold	368	–	–	0.01%	166
2022 Q3	$27K	Hold	368	–	–	0.01%	166
2022 Q2	$25K	Hold	368	–	–	0.01%	195
2022 Q1	$27K	Hold	368	–	–	0.01%	218
2021 Q4	$27K	Hold	368	–	–	0.01%	211
2021 Q3	$24K	Hold	368	–	–	0.01%	215
2021 Q2	$23K	Hold	368	–	–	0.01%	203
2021 Q1	$22K	Buy	368 +200	+119%	+$11.1K	0.01%	195
2020 Q4	$8K	Hold	168	–	–	﹤0.01%	221
2020 Q3	$7K	Hold	168	–	–	﹤0.01%	212
2020 Q2	$7K	Hold	168	–	–	﹤0.01%	231
2020 Q1	$5K	Hold	168	–	–	﹤0.01%	231
2019 Q4	$9K	Hold	168	–	–	﹤0.01%	220
2019 Q3	$10K	Hold	168	–	–	﹤0.01%	241
2019 Q2	$10K	Hold	168	–	–	﹤0.01%	237
2019 Q1	$8K	Buy	+168	New	+$8.33K	﹤0.01%	261

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

Marquette Asset Management's PFG Position: Q2 2026 in Review

Marquette Asset Management held its Principal Financial Group (PFG) position steady in Q2 2026 at 188 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Marquette Asset Management first reported a position in PFG in Q1 2019 and has held it in 30 quarters since. The position peaked at $523K in Q1 2024. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Marquette Asset Management held 188 shares of Principal Financial Group worth $20.3K as of Q2 2026.
Marquette Asset Management left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #233 holding.
Marquette Asset Management first reported a position in Principal Financial Group in Q1 2019 and has held it in 30 quarters since.
Marquette Asset Management's Principal Financial Group position peaked at $523K in Q1 2024.
959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.