Planning Strategies
PFG icon

Planning Strategies’s Principal Financial Group PFG Stock Holding History

Planning Strategies’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 		$23.2K Buy
207
+1
+0.5% +$113 0.01% 237
2026
Q2 		$22.2K Buy
+206
New +$20.9K 0.01% 234

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

Planning Strategies's PFG Position: Q3 2026 in Review

Planning Strategies increased its Principal Financial Group (PFG) stake by 0.49% in Q3 2026, buying an estimated $113 and bringing the position to 207 shares worth $23.2K. The position accounts for 0.01% of the portfolio, ranked #237.

Planning Strategies first reported a position in PFG in Q2 2026 and has held it in 2 quarters since. 845 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Planning Strategies held 207 shares of Principal Financial Group worth $23.2K as of Q3 2026.
  • Planning Strategies bought 1 Principal Financial Group share in Q3 2026, an estimated $113.
  • Principal Financial Group made up 0.01% of Planning Strategies's portfolio in Q3 2026, its #237 holding.
  • Planning Strategies first reported a position in Principal Financial Group in Q2 2026 and has held it in 2 quarters since.
  • 845 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.