TCM
PFG icon

TD Capital Management’s Principal Financial Group PFG Stock Holding History

TD Capital 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 		$39.8K Buy
369
+2
+0.5% +$203 ﹤0.01% 269
2026
Q1 		$33K Buy
367
+4
+1% +$366 ﹤0.01% 295
2025
Q4 		$32.1K Buy
363
+3
+0.8% +$253 ﹤0.01% 292
2025
Q3 		$29.9K Buy
360
+3
+0.8% +$240 ﹤0.01% 274
2025
Q2 		$28.3K Buy
357
+4
+1% +$307 ﹤0.01% 276
2025
Q1 		$29.8K Buy
353
+3
+0.9% +$250 ﹤0.01% 223
2024
Q4 		$27.1K Buy
350
+3
+0.9% +$253 ﹤0.01% 220
2024
Q3 		$29.8K Buy
+347
New +$28K ﹤0.01% 227

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

TD Capital Management's PFG Position: Q2 2026 in Review

TD Capital Management increased its Principal Financial Group (PFG) stake by 0.54% in Q2 2026, buying an estimated $203 and bringing the position to 369 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

TD Capital Management first reported a position in PFG in Q3 2024 and has held it in 8 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • TD Capital Management held 369 shares of Principal Financial Group worth $39.8K as of Q2 2026.
  • TD Capital Management bought 2 Principal Financial Group shares in Q2 2026, an estimated $203.
  • Principal Financial Group made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #269 holding.
  • TD Capital Management first reported a position in Principal Financial Group in Q3 2024 and has held it in 8 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.