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PFG Investments’s Principal Financial Group PFG Stock Holding History

PFG Investments’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 		$235K Buy
+2,178
New +$221K 0.01% 1093
2023
Q2 		– Sell
-2,776
Closed -$206K – 530
2023
Q1 		$206K Buy
+2,776
New +$236K 0.04% 433

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 $3.38T AUM 44.17% 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

PFG Investments's PFG Position: Q2 2026 in Review

PFG Investments opened a new position in Principal Financial Group (PFG) in Q2 2026: 2,178 shares worth $235K. The stake represents 0.01% of the portfolio and ranks #1093 among its holdings. This is a return to the name: PFG Investments previously reported a position in PFG as recently as Q1 2023.

PFG Investments first reported a position in PFG in Q1 2023 and has held it in 2 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • PFG Investments held 2,178 shares of Principal Financial Group worth $235K as of Q2 2026.
  • Principal Financial Group was a new PFG Investments position in Q2 2026.
  • Principal Financial Group made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1093 holding.
  • PFG Investments first reported a position in Principal Financial Group in Q1 2023 and has held it in 2 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.