PS
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
Q2 		$22.2K Buy
+206
New +$20.9K 0.01% 234

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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Planning Strategies's PFG Position: Q2 2026 in Review

Planning Strategies opened a new position in Principal Financial Group (PFG) in Q2 2026: 206 shares worth $22.2K. The stake represents 0.01% of the portfolio and ranks #234 among its holdings.

911 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Planning Strategies held 206 shares of Principal Financial Group worth $22.2K as of Q2 2026.
  • Principal Financial Group was a new Planning Strategies position in Q2 2026.
  • Principal Financial Group made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #234 holding.
  • 911 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.