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

Plante Moran Financial 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 Q2	$59K	Buy	547 +1	+0.2%	+$102	﹤0.01%	324
2026 Q1	$49.2K	Hold	546	–	–	﹤0.01%	314
2025 Q4	$48.2K	Hold	546	–	–	﹤0.01%	332
2025 Q3	$45.3K	Sell	546 -108	-17%	-$8.63K	﹤0.01%	354
2025 Q2	$51.9K	Buy	654 +108	+20%	+$8.29K	﹤0.01%	325
2025 Q1	$46.1K	Sell	546 -5	-0.9%	-$416	﹤0.01%	355
2024 Q4	$42.7K	Hold	551	–	–	﹤0.01%	374
2024 Q3	$47.3K	Sell	551 -95	-15%	-$7.67K	﹤0.01%	394
2024 Q2	$50.7K	Buy	646 +100	+18%	+$8.12K	0.01%	337
2024 Q1	$47.1K	Hold	546	–	–	0.01%	352
2023 Q4	$43K	Sell	546 -77	-12%	-$5.58K	﹤0.01%	338
2023 Q3	$44.9K	Sell	623 -71	-10%	-$5.51K	0.01%	304
2023 Q2	$52.6K	Sell	694 -101	-13%	-$7.28K	0.01%	295
2023 Q1	$59.1K	Hold	795	–	–	0.01%	272
2022 Q4	$66.7K	Buy	795 +200	+34%	+$17.2K	0.01%	281
2022 Q3	$43K	Buy	595 +111	+23%	+$7.97K	0.01%	330
2022 Q2	$32K	Hold	484	–	–	0.01%	378
2022 Q1	$36K	Buy	484 +148	+44%	+$10.7K	0.01%	382
2021 Q4	$24K	Hold	336	–	–	﹤0.01%	517
2021 Q3	$22K	Hold	336	–	–	﹤0.01%	541
2021 Q2	$21K	Hold	336	–	–	0.01%	552
2021 Q1	$20K	Sell	336 -2,189	-87%	-$122K	0.01%	538
2020 Q4	$125K	Buy	2,525 +1,548	+158%	+$70.9K	0.04%	222
2020 Q3	$39K	Hold	977	–	–	0.01%	365
2020 Q2	$41K	Hold	977	–	–	0.02%	318
2020 Q1	$31K	Hold	977	–	–	0.01%	326
2019 Q4	$54K	Hold	977	–	–	0.02%	313
2019 Q3	$56K	Hold	977	–	–	0.02%	329
2019 Q2	$57K	Hold	977	–	–	0.02%	313
2019 Q1	$49K	Buy	977 +101	+12%	+$5.01K	0.02%	336
2018 Q4	$39K	Sell	876 -195	-18%	-$9.6K	0.01%	339
2018 Q3	$63K	Buy	1,071 +195	+22%	+$10.9K	0.02%	266
2018 Q2	$46K	Sell	876 -81	-8%	-$4.71K	0.02%	343
2018 Q1	$58K	Sell	957 -42	-4%	-$2.76K	0.03%	319
2017 Q4	$70K	Buy	999 +42	+4%	+$2.89K	0.04%	281
2017 Q3	$62K	Hold	957	–	–	0.04%	265
2017 Q2	$61K	Hold	957	–	–	0.04%	270
2017 Q1	$60K	Buy	957 +68	+8%	+$4.15K	0.04%	287
2016 Q4	$51K	Buy	889 +13	+1%	+$728	0.03%	328
2016 Q3	$45K	Buy	876 +355	+68%	+$16.6K	0.03%	346
2016 Q2	$21K	Sell	521 -169	-24%	-$7.13K	0.02%	421
2016 Q1	$27K	Sell	690 -170	-20%	-$6.54K	0.02%	344
2015 Q4	$39K	Buy	860 +177	+26%	+$8.64K	0.03%	331
2015 Q3	$32K	Hold	683	–	–	0.03%	326
2015 Q2	$35K	Buy	683 +132	+24%	+$6.85K	0.03%	347
2015 Q1	$28K	Hold	551	–	–	0.02%	360
2014 Q4	$29K	Sell	551 -78	-12%	-$4.04K	0.02%	358
2014 Q3	$33K	Hold	629	–	–	0.03%	318
2014 Q2	$32K	Hold	629	–	–	0.03%	301
2014 Q1	$29K	Hold	629	–	–	0.03%	217
2013 Q4	$31K	Hold	629	–	–	0.02%	295
2013 Q3	$27K	Hold	629	–	–	0.02%	254
2013 Q2	$24K	Buy	+629	New	+$23K	0.02%	234

Other funds holding PFG

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Plante Moran Financial Advisors's PFG Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Principal Financial Group (PFG) stake by 0.18% in Q2 2026, buying an estimated $102 and bringing the position to 547 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Plante Moran Financial Advisors first reported a position in PFG in Q2 2013 and has held it in 53 quarters since. The position peaked at $125K in Q4 2020. 550 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Plante Moran Financial Advisors held 547 shares of Principal Financial Group worth $59K as of Q2 2026.
Plante Moran Financial Advisors bought 1 Principal Financial Group share in Q2 2026, an estimated $102.
Principal Financial Group made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #324 holding.
Plante Moran Financial Advisors first reported a position in Principal Financial Group in Q2 2013 and has held it in 53 quarters since.
Plante Moran Financial Advisors's Principal Financial Group position peaked at $125K in Q4 2020.
550 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.