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Mather Group’s Principal Financial Group PFG Stock Holding History

Mather Group’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 		$218K Buy
2,020
+55
+3% +$5.58K ﹤0.01% 752
2026
Q1 		$177K Buy
+1,965
New +$180K ﹤0.01% 763
2025
Q4 		– Sell
-1,734
Closed -$144K – 1370
2025
Q3 		$144K Buy
+1,734
New +$139K ﹤0.01% 692
2025
Q2 		– Sell
-1,803
Closed -$152K – 1409
2025
Q1 		$152K Buy
1,803
+178
+11% +$14.8K ﹤0.01% 665
2024
Q4 		$126K Sell
1,625
-697
-30% -$58.7K ﹤0.01% 690
2024
Q3 		$199K Sell
2,322
-26
-1% -$2.1K ﹤0.01% 574
2024
Q2 		$203K Buy
2,348
+231
+11% +$18.8K ﹤0.01% 609
2024
Q1 		$167K Buy
+2,117
New +$170K ﹤0.01% 572

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

Mather Group's PFG Position: Q2 2026 in Review

Mather Group increased its Principal Financial Group (PFG) stake by 2.8% in Q2 2026, buying an estimated $5.58K and bringing the position to 2,020 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Mather Group first reported a position in PFG in Q1 2024 and has held it in 8 quarters since. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Mather Group held 2,020 shares of Principal Financial Group worth $218K as of Q2 2026.
  • Mather Group bought 55 Principal Financial Group shares in Q2 2026, an estimated $5.58K.
  • Principal Financial Group made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #752 holding.
  • Mather Group first reported a position in Principal Financial Group in Q1 2024 and has held it in 8 quarters since.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.