Tidemark’s Principal Financial Group PFG Stock Holding History

Tidemark’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	$672	Buy	+6	New	+$679	﹤0.01%	900

Other funds holding PFG

Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Tidemark's PFG Position: Q3 2026 in Review

Tidemark opened a new position in Principal Financial Group (PFG) in Q3 2026: 6 shares worth $672. The stake represents ﹤0.01% of the portfolio and ranks #900 among its holdings.

629 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

Tidemark held 6 shares of Principal Financial Group worth $672 as of Q3 2026.
Principal Financial Group was a new Tidemark position in Q3 2026.
Principal Financial Group made up ﹤0.01% of Tidemark's portfolio in Q3 2026, its #900 holding.
629 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Tidemark's 13F filing for Q3 2026, filed 9 Nov 2026.