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NewEdge Advisors’s Principal Financial Group PFG Stock Holding History

NewEdge 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
Q1 		$1.12M Buy
12,439
+384
+3% +$35.1K ﹤0.01% 1431
2025
Q4 		$1.06M Buy
12,055
+1,630
+16% +$138K ﹤0.01% 1450
2025
Q3 		$864K Buy
10,425
+2,386
+30% +$191K ﹤0.01% 1479
2025
Q2 		$639K Buy
8,039
+536
+7% +$41.1K ﹤0.01% 1551
2025
Q1 		$633K Buy
7,503
+1,455
+24% +$121K ﹤0.01% 1445
2024
Q4 		$468K Buy
6,048
+1,245
+26% +$105K ﹤0.01% 1598
2024
Q3 		$413K Sell
4,803
-83
-2% -$6.7K ﹤0.01% 1588
2024
Q2 		$383K Sell
4,886
-922
-16% -$74.9K ﹤0.01% 1578
2024
Q1 		$501K Buy
5,808
+2,745
+90% +$220K ﹤0.01% 1351
2023
Q4 		$241K Sell
3,063
-2,813
-48% -$204K ﹤0.01% 1638
2023
Q3 		$424K Sell
5,876
-1,647
-22% -$128K ﹤0.01% 1250
2023
Q2 		$571K Buy
7,523
+176
+2% +$12.7K 0.01% 1118
2023
Q1 		$546K Sell
7,347
-8,059
-52% -$684K 0.01% 1073
2022
Q4 		$634K Buy
15,406
+8,048
+109% +$690K 0.02% 681
2022
Q3 		$531K Buy
7,358
+976
+15% +$70.1K 0.01% 934
2022
Q2 		$426K Sell
6,382
-11,657
-65% -$820K 0.01% 1056
2022
Q1 		$1.32M Sell
18,039
-1,329
-7% -$96.2K 0.02% 553
2021
Q4 		$1.4M Buy
19,368
+5,520
+40% +$385K 0.02% 579
2021
Q3 		$892K Buy
13,848
+1,501
+12% +$96.4K 0.02% 558
2021
Q2 		$780K Buy
12,347
+4,399
+55% +$281K 0.02% 587
2021
Q1 		$477K Buy
+7,948
New +$443K 0.01% 670
2017
Q3 		– Sell
-230
Closed -$15K – 898
2017
Q2 		$15K Buy
+230
New +$14.6K ﹤0.01% 820

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NewEdge Advisors's PFG Position: Q1 2026 in Review

NewEdge Advisors increased its Principal Financial Group (PFG) stake by 3.2% in Q1 2026, buying an estimated $35.1K and bringing the position to 12,439 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

NewEdge Advisors first reported a position in PFG in Q2 2017 and has held it in 22 quarters since. The position peaked at $1.4M in Q4 2021. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • NewEdge Advisors held 12,439 shares of Principal Financial Group worth $1.12M as of Q1 2026.
  • NewEdge Advisors bought 384 Principal Financial Group shares in Q1 2026, an estimated $35.1K.
  • Principal Financial Group made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1431 holding.
  • NewEdge Advisors first reported a position in Principal Financial Group in Q2 2017 and has held it in 22 quarters since.
  • NewEdge Advisors's Principal Financial Group position peaked at $1.4M in Q4 2021.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.