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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
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

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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Perpetual Ltd's PFG Position: Q2 2026 in Review

Perpetual Ltd increased its Principal Financial Group (PFG) stake by 0.62% in Q2 2026, buying an estimated $2.74K and bringing the position to 4,364 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #338.

Perpetual Ltd first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Perpetual Ltd held 4,364 shares of Principal Financial Group worth $470K as of Q2 2026.
  • Perpetual Ltd bought 27 Principal Financial Group shares in Q2 2026, an estimated $2.74K.
  • Principal Financial Group made up 0.01% of Perpetual Ltd's portfolio in Q2 2026, its #338 holding.
  • Perpetual Ltd first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.