Principal Financial Group
PHK

Principal Financial Group’s PIMCO High Income Fund PHK Stock Holding History

Principal Financial Group’s Portfolio PHK Stock Details PHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52.6K Hold
11,278
– – ﹤0.01% 2129
2026
Q1 		$52.2K Sell
11,278
-382
-3% -$1.85K ﹤0.01% 2148
2025
Q4 		$56.7K Sell
11,660
-474
-4% -$2.31K ﹤0.01% 2157
2025
Q3 		$60.4K Buy
+12,134
New +$59.4K ﹤0.01% 2204

Other funds holding PHK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $146M AUM 30.79% 1-Year Est. Return

Principal Financial Group's PHK Position: Q2 2026 in Review

Principal Financial Group held its PIMCO High Income Fund (PHK) position steady in Q2 2026 at 11,278 shares worth $52.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

Principal Financial Group first reported a position in PHK in Q3 2025 and has held it in 4 quarters since. The position peaked at $60.4K in Q3 2025. 76 funds tracked by Wall St. Rank hold PHK as of Q2 2026.

  • Principal Financial Group held 11,278 shares of PIMCO High Income Fund worth $52.6K as of Q2 2026.
  • Principal Financial Group left its PIMCO High Income Fund share count unchanged in Q2 2026.
  • PIMCO High Income Fund made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #2129 holding.
  • Principal Financial Group first reported a position in PIMCO High Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Principal Financial Group's PIMCO High Income Fund position peaked at $60.4K in Q3 2025.
  • 76 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.