Perpetual Ltd
PFG icon

Perpetual Ltd’s Principal Financial Group PFG Stock Holding History

Perpetual Ltd’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
Q3 		$348K Sell
3,109
-1,255
-29% -$142K 0.01% 349
2026
Q2 		$470K Buy
4,364
+27
+0.6% +$2.74K 0.01% 338
2026
Q1 		$391K Buy
4,337
+445
+11% +$40.7K 0.01% 352
2025
Q4 		$343K Buy
+3,892
New +$328K 0.01% 359

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Conning Inc
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Citigroup
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Wedge Capital Management
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Mirae Asset Global Investments
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GW Henssler & Associates
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Perpetual Ltd's PFG Position: Q3 2026 in Review

Perpetual Ltd reduced its Principal Financial Group (PFG) stake by 29% in Q3 2026, selling an estimated $142K and leaving 3,109 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #349.

Perpetual Ltd first reported a position in PFG in Q4 2025 and has held it in 4 quarters since. The position peaked at $470K in Q2 2026. 460 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Perpetual Ltd held 3,109 shares of Principal Financial Group worth $348K as of Q3 2026.
  • Perpetual Ltd sold 1,255 Principal Financial Group shares in Q3 2026, an estimated $142K.
  • Principal Financial Group made up 0.01% of Perpetual Ltd's portfolio in Q3 2026, its #349 holding.
  • Perpetual Ltd first reported a position in Principal Financial Group in Q4 2025 and has held it in 4 quarters since.
  • Perpetual Ltd's Principal Financial Group position peaked at $470K in Q2 2026.
  • 460 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.