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 Q2	$564K	Buy	5,228 +1,136	+28%	+$115K	0.01%	818
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 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ritholtz Wealth Management's PFG Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Principal Financial Group (PFG) stake by 28% in Q2 2026, buying an estimated $115K and bringing the position to 5,228 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #818.

Ritholtz Wealth Management first reported a position in PFG in Q3 2022 and has held it in 8 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Ritholtz Wealth Management held 5,228 shares of Principal Financial Group worth $564K as of Q2 2026.
Ritholtz Wealth Management bought 1,136 Principal Financial Group shares in Q2 2026, an estimated $115K.
Principal Financial Group made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #818 holding.
Ritholtz Wealth Management first reported a position in Principal Financial Group in Q3 2022 and has held it in 8 quarters since.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.