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Strategic Investment Advisors’s Principal Financial Group PFG Stock Holding History

Strategic Investment Advisors’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 		$367K Buy
+4,069
New +$372K 0.03% 249
2023
Q4 		– Sell
-10,389
Closed -$749K – 249
2023
Q3 		$749K Buy
10,389
+528
+5% +$41K 0.12% 124
2023
Q2 		$748K Buy
9,861
+266
+3% +$19.2K 0.1% 105
2023
Q1 		$713K Buy
+9,595
New +$814K 0.13% 124

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

Strategic Investment Advisors's PFG Position: Q1 2026 in Review

Strategic Investment Advisors opened a new position in Principal Financial Group (PFG) in Q1 2026: 4,069 shares worth $367K. The stake represents 0.03% of the portfolio and ranks #249 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in PFG as recently as Q3 2023.

Strategic Investment Advisors first reported a position in PFG in Q1 2023 and has held it in 4 quarters since. The position peaked at $749K in Q3 2023. 911 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Strategic Investment Advisors held 4,069 shares of Principal Financial Group worth $367K as of Q1 2026.
  • Principal Financial Group was a new Strategic Investment Advisors position in Q1 2026.
  • Principal Financial Group made up 0.03% of Strategic Investment Advisors's portfolio in Q1 2026, its #249 holding.
  • Strategic Investment Advisors first reported a position in Principal Financial Group in Q1 2023 and has held it in 4 quarters since.
  • Strategic Investment Advisors's Principal Financial Group position peaked at $749K in Q3 2023.
  • 911 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.