MPWT
PFG icon

MassMutual Private Wealth & Trust’s Principal Financial Group PFG Stock Holding History

MassMutual Private Wealth & Trust’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 		$52.3K Buy
485
+24
+5% +$2.44K ﹤0.01% 756
2026
Q1 		$41.5K Sell
461
-71
-13% -$6.49K ﹤0.01% 826
2025
Q4 		$46.9K Buy
532
+63
+13% +$5.32K ﹤0.01% 811
2025
Q3 		$38.9K Sell
469
-43
-8% -$3.44K ﹤0.01% 883
2025
Q2 		$40.7K Buy
512
+45
+10% +$3.45K ﹤0.01% 850
2025
Q1 		$39.4K Sell
467
-43
-8% -$3.58K ﹤0.01% 799
2024
Q4 		$39.5K Buy
510
+45
+10% +$3.79K ﹤0.01% 810
2024
Q3 		$39.9K Sell
465
-3
-0.6% -$242 ﹤0.01% 721
2024
Q2 		$36.7K Buy
468
+74
+19% +$6.01K ﹤0.01% 706
2024
Q1 		$34K Buy
394
+52
+15% +$4.17K ﹤0.01% 698
2023
Q4 		$26.9K Sell
342
-70
-17% -$5.07K ﹤0.01% 755
2023
Q3 		$29.7K Buy
412
+44
+12% +$3.42K ﹤0.01% 714
2023
Q2 		$27.9K Buy
368
+45
+14% +$3.24K ﹤0.01% 686
2023
Q1 		$24K Buy
323
+79
+32% +$6.7K ﹤0.01% 682
2022
Q4 		$20K Buy
244
+2
+0.8% +$172 ﹤0.01% 638
2022
Q3 		$17K Buy
242
+118
+95% +$8.48K ﹤0.01% 621
2022
Q2 		$8K Sell
124
-4
-3% -$281 ﹤0.01% 774
2022
Q1 		$9K Buy
128
+14
+12% +$1.01K ﹤0.01% 765
2021
Q4 		$8K Buy
114
+18
+19% +$1.26K ﹤0.01% 794
2021
Q3 		$6K Hold
96
– – ﹤0.01% 836
2021
Q2 		$6K Buy
96
+75
+357% +$4.79K ﹤0.01% 804
2021
Q1 		$1K Buy
+21
New +$1.17K ﹤0.01% 1015
2020
Q1 		– Sell
-412
Closed -$23K – 768
2019
Q4 		$23K Buy
+412
New +$22.6K ﹤0.01% 515
2019
Q3 		– Sell
-110
Closed -$6K – 888
2019
Q2 		$6K Buy
+110
New +$6.06K ﹤0.01% 643
2018
Q1 		– Sell
-100
Closed -$7.06K – 1058
2017
Q4 		$7.06K Hold
100
– – ﹤0.01% 636
2017
Q3 		$6.43K Hold
100
– – ﹤0.01% 821
2017
Q2 		$6.41K Hold
100
– – ﹤0.01% 795
2017
Q1 		$6.31K Hold
100
– – ﹤0.01% 775
2016
Q4 		$5.79K Buy
+100
New +$5.6K ﹤0.01% 522
2016
Q2 		$4.11K Hold
100
– – ﹤0.01% 586
2016
Q1 		$3.94K Buy
+100
New +$3.85K ﹤0.01% 659
2015
Q4 		– Sell
-174
Closed -$9.13K – 928
2015
Q3 		$9.13K Hold
174
– – ﹤0.01% 540
2015
Q2 		$8.78K Hold
174
– – ﹤0.01% 510
2015
Q1 		$8.94K Hold
174
– – ﹤0.01% 519
2014
Q4 		$9.04K Hold
174
– – ﹤0.01% 426
2014
Q3 		$9.13K Hold
174
– – ﹤0.01% 531
2014
Q2 		$8.78K Hold
174
– – ﹤0.01% 371
2014
Q1 		$8K Buy
+174
New +$7.96K ﹤0.01% 356

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

MassMutual Private Wealth & Trust's PFG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Principal Financial Group (PFG) stake by 5.2% in Q2 2026, buying an estimated $2.44K and bringing the position to 485 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

MassMutual Private Wealth & Trust first reported a position in PFG in Q1 2014 and has held it in 38 quarters since. 432 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • MassMutual Private Wealth & Trust held 485 shares of Principal Financial Group worth $52.3K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 24 Principal Financial Group shares in Q2 2026, an estimated $2.44K.
  • Principal Financial Group made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #756 holding.
  • MassMutual Private Wealth & Trust first reported a position in Principal Financial Group in Q1 2014 and has held it in 38 quarters since.
  • 432 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.