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One Wealth Advisors’s Principal Financial Group PFG Stock Holding History

One Wealth 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 		$408K Sell
3,782
-114
-3% -$11.6K 0.05% 208
2026
Q1 		$351K Buy
3,896
+321
+9% +$29.3K 0.04% 226
2025
Q4 		$315K Buy
3,575
+5
+0.1% +$422 0.04% 227
2025
Q3 		$296K Sell
3,570
-47
-1% -$3.76K 0.04% 236
2025
Q2 		$287K Buy
+3,617
New +$278K 0.04% 226
2018
Q2 		– Sell
-585
Closed -$34K – 583
2018
Q1 		$36K Sell
585
-595
-50% -$39.1K 0.03% 271
2017
Q4 		$83K Buy
+1,180
New +$81.3K 0.07% 224

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

One Wealth Advisors's PFG Position: Q2 2026 in Review

One Wealth Advisors reduced its Principal Financial Group (PFG) stake by 2.9% in Q2 2026, selling an estimated $11.6K and leaving 3,782 shares worth $408K. The position accounts for 0.05% of the portfolio, ranked #208.

One Wealth Advisors first reported a position in PFG in Q4 2017 and has held it in 7 quarters since. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • One Wealth Advisors held 3,782 shares of Principal Financial Group worth $408K as of Q2 2026.
  • One Wealth Advisors sold 114 Principal Financial Group shares in Q2 2026, an estimated $11.6K.
  • Principal Financial Group made up 0.05% of One Wealth Advisors's portfolio in Q2 2026, its #208 holding.
  • One Wealth Advisors first reported a position in Principal Financial Group in Q4 2017 and has held it in 7 quarters since.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.