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Smartleaf Asset Management’s Principal Financial Group PFG Stock Holding History

Smartleaf Asset 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 		$678K Hold
6,246
– – 0.02% 491
2026
Q1 		$551K Buy
6,246
+2,862
+85% +$262K 0.02% 507
2025
Q4 		$301K Buy
3,384
+517
+18% +$43.6K 0.01% 648
2025
Q3 		$236K Buy
2,867
+1,161
+68% +$92.8K 0.01% 667
2025
Q2 		$135K Sell
1,706
-734
-30% -$56.3K 0.01% 737
2025
Q1 		$203K Buy
2,440
+240
+11% +$20K 0.02% 566
2024
Q4 		$170K Buy
2,200
+375
+21% +$31.6K 0.02% 599
2024
Q3 		$157K Buy
1,825
+751
+70% +$60.7K 0.02% 573
2024
Q2 		$85.3K Buy
1,074
+239
+29% +$19.4K 0.01% 620
2024
Q1 		$71.9K Buy
835
+667
+397% +$53.5K 0.01% 598
2023
Q4 		$13.3K Buy
+168
New +$12.2K ﹤0.01% 728

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

Smartleaf Asset Management's PFG Position: Q2 2026 in Review

Smartleaf Asset Management held its Principal Financial Group (PFG) position steady in Q2 2026 at 6,246 shares worth $678K. The position accounts for 0.02% of the portfolio, ranked #491.

Smartleaf Asset Management first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Smartleaf Asset Management held 6,246 shares of Principal Financial Group worth $678K as of Q2 2026.
  • Smartleaf Asset Management left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.02% of Smartleaf Asset Management's portfolio in Q2 2026, its #491 holding.
  • Smartleaf Asset Management first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.