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Moneta Group Investment Advisors’s Principal Financial Group PFG Stock Holding History

Moneta Group Investment 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
Q2 		$204K Buy
+1,896
New +$193K ﹤0.01% 835
2020
Q3 		– Sell
-53,587
Closed -$2.23M – 288
2020
Q2 		$2.23M Buy
53,587
+13
+0% +$474 0.21% 78
2020
Q1 		$1.68M Sell
53,574
-2,881
-5% -$136K 0.17% 86
2019
Q4 		$3.1M Sell
56,455
-160
-0.3% -$8.76K 0.26% 64
2019
Q3 		$3.23M Buy
56,615
+520
+0.9% +$29.3K 0.3% 61
2019
Q2 		$3.25M Sell
56,095
-12
-0% -$661 0.32% 53
2019
Q1 		$2.82M Sell
56,107
-17
-0% -$843 0.29% 61
2018
Q4 		$2.48M Sell
56,124
-2,204
-4% -$108K 0.3% 62
2018
Q3 		$3.42M Sell
58,328
-7,000
-11% -$390K 0.35% 55
2018
Q2 		$3.46M Buy
65,328
+4,528
+7% +$263K 0.39% 43
2018
Q1 		$3.7M Buy
60,800
+2,598
+4% +$171K 0.49% 32
2017
Q4 		$4.11M Buy
58,202
+542
+0.9% +$37.3K 0.62% 20
2017
Q3 		$3.71M Sell
57,660
-6,705
-10% -$431K 0.58% 26
2017
Q2 		$4.12M Buy
64,365
+2,880
+5% +$183K 0.67% 20
2017
Q1 		$3.88M Buy
61,485
+150
+0.2% +$9.15K 0.77% 21
2016
Q4 		$3.55M Sell
61,335
-2,800
-4% -$157K 0.73% 21
2016
Q3 		$3.3M Sell
64,135
-10,895
-15% -$509K 0.75% 22
2016
Q2 		$3.08M Buy
75,030
+3,350
+5% +$141K 0.67% 26
2016
Q1 		$2.83M Buy
71,680
+7,395
+12% +$285K 0.63% 26
2015
Q4 		$2.89M Sell
64,285
-9,960
-13% -$486K 0.71% 23
2015
Q3 		$3.52M Buy
74,245
+59,580
+406% +$3.09M 0.98% 21
2015
Q2 		$752K Buy
14,665
+8,514
+138% +$442K 0.23% 53
2015
Q1 		$316K Hold
6,151
– – 0.14% 117
2014
Q4 		$319K Sell
6,151
-3,759
-38% -$195K 0.15% 112
2014
Q3 		$520K Buy
9,910
+334
+3% +$17.5K 0.27% 67
2014
Q2 		$483K Buy
9,576
+375
+4% +$17.7K 0.26% 63
2014
Q1 		$423K Sell
9,201
-853
-8% -$39K 0.25% 64
2013
Q4 		$496K Sell
10,054
-172
-2% -$8.17K 0.3% 59
2013
Q3 		$438K Buy
10,226
+450
+5% +$18.8K 0.29% 63
2013
Q2 		$366K Buy
+9,776
New +$358K 0.26% 69

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

Moneta Group Investment Advisors's PFG Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in Principal Financial Group (PFG) in Q2 2026: 1,896 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #835 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in PFG as recently as Q2 2020.

Moneta Group Investment Advisors first reported a position in PFG in Q2 2013 and has held it in 30 quarters since. The position peaked at $4.12M in Q2 2017. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Moneta Group Investment Advisors held 1,896 shares of Principal Financial Group worth $204K as of Q2 2026.
  • Principal Financial Group was a new Moneta Group Investment Advisors position in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #835 holding.
  • Moneta Group Investment Advisors first reported a position in Principal Financial Group in Q2 2013 and has held it in 30 quarters since.
  • Moneta Group Investment Advisors's Principal Financial Group position peaked at $4.12M in Q2 2017.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.