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Ritholtz Wealth Management’s Principal Financial Group PFG Stock Holding History

Ritholtz Wealth Management’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 		$369K Buy
4,092
+1,470
+56% +$134K 0.01% 902
2025
Q4 		$231K Buy
+2,622
New +$221K ﹤0.01% 1014
2023
Q4 		– Sell
-3,378
Closed -$243K – 780
2023
Q3 		$243K Sell
3,378
-1,226
-27% -$95.2K 0.01% 598
2023
Q2 		$349K Sell
4,604
-696
-13% -$50.2K 0.02% 509
2023
Q1 		$394K Buy
5,300
+97
+2% +$8.23K 0.02% 462
2022
Q4 		$437K Buy
5,203
+1,737
+50% +$149K 0.02% 390
2022
Q3 		$250K Buy
+3,466
New +$249K 0.01% 598

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

Ritholtz Wealth Management's PFG Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Principal Financial Group (PFG) stake by 56% in Q1 2026, buying an estimated $134K and bringing the position to 4,092 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #902.

Ritholtz Wealth Management first reported a position in PFG in Q3 2022 and has held it in 7 quarters since. The position peaked at $437K in Q4 2022. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Ritholtz Wealth Management held 4,092 shares of Principal Financial Group worth $369K as of Q1 2026.
  • Ritholtz Wealth Management bought 1,470 Principal Financial Group shares in Q1 2026, an estimated $134K.
  • Principal Financial Group made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #902 holding.
  • Ritholtz Wealth Management first reported a position in Principal Financial Group in Q3 2022 and has held it in 7 quarters since.
  • Ritholtz Wealth Management's Principal Financial Group position peaked at $437K in Q4 2022.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.