SAG
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SageView Advisory Group’s Principal Financial Group PFG Stock Holding History

SageView Advisory Group’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 		$214K Sell
1,982
-283
-12% -$28.7K 0.01% 592
2026
Q1 		$204K Sell
2,265
-187
-8% -$17.1K 0.01% 571
2025
Q4 		$216K Sell
2,452
-25
-1% -$2.11K 0.01% 575
2025
Q3 		$205K Sell
2,477
-61
-2% -$4.88K 0.01% 625
2025
Q2 		$204K Sell
2,538
-237
-9% -$18.2K 0.01% 600
2025
Q1 		$234K Sell
2,775
-141
-5% -$11.7K 0.01% 542
2024
Q4 		$226K Buy
2,916
+229
+9% +$19.3K 0.01% 537
2024
Q3 		$231K Sell
2,687
-415
-13% -$33.5K 0.01% 465
2024
Q2 		$243K Buy
+3,102
New +$252K 0.01% 493
2024
Q1 		– Sell
-5,154
Closed -$416K – 720
2023
Q4 		$416K Sell
5,154
-3,200
-38% -$232K 0.02% 435
2023
Q3 		$602K Sell
8,354
-2,944
-26% -$229K 0.03% 302
2023
Q2 		$857K Sell
11,298
-393
-3% -$28.3K 0.05% 251
2023
Q1 		$869K Buy
+11,691
New +$992K 0.06% 227

Other funds holding PFG

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SageView Advisory Group's PFG Position: Q2 2026 in Review

SageView Advisory Group reduced its Principal Financial Group (PFG) stake by 12% in Q2 2026, selling an estimated $28.7K and leaving 1,982 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #592.

SageView Advisory Group first reported a position in PFG in Q1 2023 and has held it in 13 quarters since. The position peaked at $869K in Q1 2023. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • SageView Advisory Group held 1,982 shares of Principal Financial Group worth $214K as of Q2 2026.
  • SageView Advisory Group sold 283 Principal Financial Group shares in Q2 2026, an estimated $28.7K.
  • Principal Financial Group made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #592 holding.
  • SageView Advisory Group first reported a position in Principal Financial Group in Q1 2023 and has held it in 13 quarters since.
  • SageView Advisory Group's Principal Financial Group position peaked at $869K in Q1 2023.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.