SWM
PFG icon

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

SHP 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 		$5.07K Buy
47
+6
+15% +$609 ﹤0.01% 1155
2026
Q1 		$3.69K Sell
41
-25
-38% -$2.29K ﹤0.01% 1141
2025
Q4 		$5.82K Buy
+66
New +$5.57K ﹤0.01% 950

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Principal Financial Group (PFG) stake by 15% in Q2 2026, buying an estimated $609 and bringing the position to 47 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

SHP Wealth Management first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.82K in Q4 2025. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • SHP Wealth Management held 47 shares of Principal Financial Group worth $5.07K as of Q2 2026.
  • SHP Wealth Management bought 6 Principal Financial Group shares in Q2 2026, an estimated $609.
  • Principal Financial Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1155 holding.
  • SHP Wealth Management first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Principal Financial Group position peaked at $5.82K in Q4 2025.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.