PCA
PFG icon

PMV Capital Advisers’s Principal Financial Group PFG Stock Holding History

PMV Capital Advisers’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
Q1 		$386 Buy
+4
New +$366 ﹤0.01% 70

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PMV Capital Advisers's PFG Position: Q1 2026 in Review

PMV Capital Advisers opened a new position in Principal Financial Group (PFG) in Q1 2026: 4 shares worth $386. The stake represents ﹤0.01% of the portfolio and ranks #70 among its holdings.

910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • PMV Capital Advisers held 4 shares of Principal Financial Group worth $386 as of Q1 2026.
  • Principal Financial Group was a new PMV Capital Advisers position in Q1 2026.
  • Principal Financial Group made up ﹤0.01% of PMV Capital Advisers's portfolio in Q1 2026, its #70 holding.
  • 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on PMV Capital Advisers's 13F filing for Q1 2026, filed 16 Apr 2026.