NAM
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NorthCrest Asset Manangement’s Principal Financial Group PFG Stock Holding History

NorthCrest Asset Manangement’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 		$304K Buy
2,720
+367
+16% +$37.3K 0.01% 730
2026
Q1 		$212K Sell
2,353
-1,188
-34% -$109K 0.01% 716
2025
Q4 		$320K Buy
+3,541
New +$299K 0.01% 669

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

NorthCrest Asset Manangement's PFG Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its Principal Financial Group (PFG) stake by 16% in Q2 2026, buying an estimated $37.3K and bringing the position to 2,720 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #730.

NorthCrest Asset Manangement first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $320K in Q4 2025. 550 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • NorthCrest Asset Manangement held 2,720 shares of Principal Financial Group worth $304K as of Q2 2026.
  • NorthCrest Asset Manangement bought 367 Principal Financial Group shares in Q2 2026, an estimated $37.3K.
  • Principal Financial Group made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #730 holding.
  • NorthCrest Asset Manangement first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • NorthCrest Asset Manangement's Principal Financial Group position peaked at $320K in Q4 2025.
  • 550 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.