NWMG
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National Wealth Management Group’s Principal Financial Group PFG Stock Holding History

National Wealth Management 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 		$644K Sell
5,973
-1,370
-19% -$139K 0.2% 96
2026
Q1 		$662K Sell
7,343
-3,975
-35% -$363K 0.25% 92
2025
Q4 		$998K Buy
+11,318
New +$955K 0.35% 64

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

National Wealth Management Group's PFG Position: Q2 2026 in Review

National Wealth Management Group reduced its Principal Financial Group (PFG) stake by 19% in Q2 2026, selling an estimated $139K and leaving 5,973 shares worth $644K. The position accounts for 0.2% of the portfolio, ranked #96.

National Wealth Management Group first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $998K in Q4 2025. 205 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • National Wealth Management Group held 5,973 shares of Principal Financial Group worth $644K as of Q2 2026.
  • National Wealth Management Group sold 1,370 Principal Financial Group shares in Q2 2026, an estimated $139K.
  • Principal Financial Group made up 0.2% of National Wealth Management Group's portfolio in Q2 2026, its #96 holding.
  • National Wealth Management Group first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • National Wealth Management Group's Principal Financial Group position peaked at $998K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.