Simplicity Wealth’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
Other funds holding PFG
NLI
VCM
VPM
Simplicity Wealth's PFG Position: Q1 2026 in Review
Simplicity Wealth opened a new position in Principal Financial Group (PFG) in Q1 2026: 2,376 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #705 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in PFG as recently as Q2 2024.
Simplicity Wealth first reported a position in PFG in Q1 2024 and has held it in 3 quarters since. The position peaked at $445K in Q1 2024. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.
- Simplicity Wealth held 2,376 shares of Principal Financial Group worth $214K as of Q1 2026.
- Principal Financial Group was a new Simplicity Wealth position in Q1 2026.
- Principal Financial Group made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #705 holding.
- Simplicity Wealth first reported a position in Principal Financial Group in Q1 2024 and has held it in 3 quarters since.
- Simplicity Wealth's Principal Financial Group position peaked at $445K in Q1 2024.
- 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.
Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.