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

PFG 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
Q3 		$204K Buy
+1,824
New +$207K 0.01% 736

Other funds holding PFG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PFG Advisors's PFG Position: Q3 2026 in Review

PFG Advisors opened a new position in Principal Financial Group (PFG) in Q3 2026: 1,824 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #736 among its holdings.

845 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • PFG Advisors held 1,824 shares of Principal Financial Group worth $204K as of Q3 2026.
  • Principal Financial Group was a new PFG Advisors position in Q3 2026.
  • Principal Financial Group made up 0.01% of PFG Advisors's portfolio in Q3 2026, its #736 holding.
  • 845 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.