Princeton Global Asset Management’s Principal Financial Group PFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$80K Buy
742
+312
+73% +$31.7K 0.01% 317
2026
Q1
$38.7K Buy
430
+6
+1% +$548 0.01% 391
2025
Q4
$37.4K Buy
424
+322
+316% +$27.2K 0.01% 384
2025
Q3
$8.46K Hold
102
– – ﹤0.01% 564
2025
Q2
$8.1K Buy
+102
New +$7.83K ﹤0.01% 555

Other funds holding PFG

Princeton Global Asset Management's PFG Position: Q2 2026 in Review

Princeton Global Asset Management increased its Principal Financial Group (PFG) stake by 73% in Q2 2026, buying an estimated $31.7K and bringing the position to 742 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #317.

Princeton Global Asset Management first reported a position in PFG in Q2 2025 and has held it in 5 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Princeton Global Asset Management held 742 shares of Principal Financial Group worth $80K as of Q2 2026.
  • Princeton Global Asset Management bought 312 Principal Financial Group shares in Q2 2026, an estimated $31.7K.
  • Principal Financial Group made up 0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #317 holding.
  • Princeton Global Asset Management first reported a position in Principal Financial Group in Q2 2025 and has held it in 5 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.