Tema ETFs
PFG icon

Tema ETFs’s Principal Financial Group PFG Stock Holding History

Tema ETFs’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
Q3 		$650K Buy
5,803
+87
+2% +$9.8K 0.02% 369
2026
Q2 		$616K Buy
5,716
+435
+8% +$44.2K 0.02% 376
2026
Q1 		$476K Buy
5,281
+21
+0.4% +$1.92K 0.03% 378
2025
Q4 		$464K Sell
5,260
-12
-0.2% -$1.01K 0.04% 375
2025
Q3 		$437K Buy
+5,272
New +$421K 0.04% 400

Other funds holding PFG

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Tema ETFs's PFG Position: Q3 2026 in Review

Tema ETFs increased its Principal Financial Group (PFG) stake by 1.5% in Q3 2026, buying an estimated $9.8K and bringing the position to 5,803 shares worth $650K. The position accounts for 0.02% of the portfolio, ranked #369.

Tema ETFs first reported a position in PFG in Q3 2025 and has held it in 5 quarters since. 182 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Tema ETFs held 5,803 shares of Principal Financial Group worth $650K as of Q3 2026.
  • Tema ETFs bought 87 Principal Financial Group shares in Q3 2026, an estimated $9.8K.
  • Principal Financial Group made up 0.02% of Tema ETFs's portfolio in Q3 2026, its #369 holding.
  • Tema ETFs first reported a position in Principal Financial Group in Q3 2025 and has held it in 5 quarters since.
  • 182 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Tema ETFs's 13F filing for Q3 2026, filed 16 Oct 2026.