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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $1.37T 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

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

SHP Wealth Management reduced its Principal Financial Group (PFG) stake by 38% in Q1 2026, selling an estimated $2.29K and leaving 41 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

SHP Wealth Management first reported a position in PFG in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.82K in Q4 2025. 912 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • SHP Wealth Management held 41 shares of Principal Financial Group worth $3.69K as of Q1 2026.
  • SHP Wealth Management sold 25 Principal Financial Group shares in Q1 2026, an estimated $2.29K.
  • Principal Financial Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1141 holding.
  • SHP Wealth Management first reported a position in Principal Financial Group in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Principal Financial Group position peaked at $5.82K in Q4 2025.
  • 912 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.