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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
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

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Tema ETFs's PFG Position: Q2 2026 in Review

Tema ETFs increased its Principal Financial Group (PFG) stake by 8.2% in Q2 2026, buying an estimated $44.2K and bringing the position to 5,716 shares worth $616K. The position accounts for 0.02% of the portfolio, ranked #376.

Tema ETFs first reported a position in PFG in Q3 2025 and has held it in 4 quarters since. 136 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Tema ETFs held 5,716 shares of Principal Financial Group worth $616K as of Q2 2026.
  • Tema ETFs bought 435 Principal Financial Group shares in Q2 2026, an estimated $44.2K.
  • Principal Financial Group made up 0.02% of Tema ETFs's portfolio in Q2 2026, its #376 holding.
  • Tema ETFs first reported a position in Principal Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 136 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Tema ETFs's 13F filing for Q2 2026, filed 10 Jul 2026.