SW
PFG icon

Simplicity Wealth’s Principal Financial Group PFG Stock Holding History

Simplicity Wealth’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 		$251K Sell
2,330
-46
-2% -$4.67K 0.01% 906
2026
Q1 		$214K Buy
+2,376
New +$217K 0.01% 705
2024
Q3 		– Sell
-5,334
Closed -$418K – 1006
2024
Q2 		$418K Buy
5,334
+173
+3% +$14K 0.01% 827
2024
Q1 		$445K Buy
+5,161
New +$414K 0.01% 778

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

Simplicity Wealth's PFG Position: Q2 2026 in Review

Simplicity Wealth reduced its Principal Financial Group (PFG) stake by 1.9% in Q2 2026, selling an estimated $4.67K and leaving 2,330 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #906.

Simplicity Wealth first reported a position in PFG in Q1 2024 and has held it in 4 quarters since. The position peaked at $445K in Q1 2024. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Simplicity Wealth held 2,330 shares of Principal Financial Group worth $251K as of Q2 2026.
  • Simplicity Wealth sold 46 Principal Financial Group shares in Q2 2026, an estimated $4.67K.
  • Principal Financial Group made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #906 holding.
  • Simplicity Wealth first reported a position in Principal Financial Group in Q1 2024 and has held it in 4 quarters since.
  • Simplicity Wealth's Principal Financial Group position peaked at $445K in Q1 2024.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.