Palisade Asset Management’s Principal Financial Group PFG Stock Holding History

Palisade Asset Management’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	$608K	Hold	5,637	–	–	0.06%	144
2026 Q1	$508K	Buy	5,637 +21	+0.4%	+$1.92K	0.05%	145
2025 Q4	$495K	Hold	5,616	–	–	0.05%	144
2025 Q3	$466K	Sell	5,616 -500	-8%	-$40K	0.04%	154
2025 Q2	$486K	Sell	6,116 -1,046	-15%	-$80.3K	0.05%	150
2025 Q1	$604K	Hold	7,162	–	–	0.06%	134
2024 Q4	$554K	Buy	7,162 +216	+3%	+$18.2K	0.06%	141
2024 Q3	$597K	Buy	6,946 +146	+2%	+$11.8K	0.06%	142
2024 Q2	$533K	Hold	6,800	–	–	0.06%	147
2024 Q1	$587K	Hold	6,800	–	–	0.06%	144
2023 Q4	$535K	Hold	6,800	–	–	0.06%	144
2023 Q3	$490K	Sell	6,800 -100	-1%	-$7.76K	0.06%	141
2023 Q2	$523K	Hold	6,900	–	–	0.06%	141
2023 Q1	$513K	Sell	6,900 -180	-3%	-$15.3K	0.06%	141
2022 Q4	$594K	Buy	7,080 +30	+0.4%	+$2.57K	0.07%	140
2022 Q3	$509K	Sell	7,050 -200	-3%	-$14.4K	0.07%	138
2022 Q2	$484K	Hold	7,250	–	–	0.06%	138
2022 Q1	$532K	Buy	7,250 +3,000	+71%	+$217K	0.06%	140
2021 Q4	$307K	Sell	4,250 -3,000	-41%	-$209K	0.03%	164
2021 Q3	$467K	Hold	7,250	–	–	0.06%	146
2021 Q2	$458K	Hold	7,250	–	–	0.05%	148
2021 Q1	$435K	Hold	7,250	–	–	0.06%	147
2020 Q4	$360K	Hold	7,250	–	–	0.05%	153
2020 Q3	$292K	Sell	7,250 -1,050	-13%	-$44.8K	0.04%	153
2020 Q2	$345K	Sell	8,300 -119,131	-93%	-$4.35M	0.06%	141
2020 Q1	$3.99M	Buy	127,431 +13,890	+12%	+$657K	0.73%	49
2019 Q4	$6.25M	Sell	113,541 -4,815	-4%	-$264K	0.91%	43
2019 Q3	$6.76M	Buy	118,356 +5,220	+5%	+$294K	1.03%	41
2019 Q2	$6.55M	Buy	113,136 +18,750	+20%	+$1.03M	1.02%	41
2019 Q1	$4.74M	Sell	94,386 -72,321	-43%	-$3.58M	0.75%	47
2018 Q4	$7.36M	Sell	166,707 -2,442	-1%	-$120K	1.08%	36
2018 Q3	$9.91M	Buy	169,149 +9,407	+6%	+$524K	1.31%	33
2018 Q2	$8.46M	Buy	159,742 +13,518	+9%	+$785K	1.22%	36
2018 Q1	$8.91M	Buy	+146,224	New	+$9.62M	1.35%	35

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 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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Palisade Asset Management's PFG Position: Q2 2026 in Review

Palisade Asset Management held its Principal Financial Group (PFG) position steady in Q2 2026 at 5,637 shares worth $608K. The position accounts for 0.06% of the portfolio, ranked #144.

Palisade Asset Management first reported a position in PFG in Q1 2018 and has held it in 34 quarters since. The position peaked at $9.91M in Q3 2018. 233 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Palisade Asset Management held 5,637 shares of Principal Financial Group worth $608K as of Q2 2026.
Palisade Asset Management left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.06% of Palisade Asset Management's portfolio in Q2 2026, its #144 holding.
Palisade Asset Management first reported a position in Principal Financial Group in Q1 2018 and has held it in 34 quarters since.
Palisade Asset Management's Principal Financial Group position peaked at $9.91M in Q3 2018.
233 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.