TCM
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Triumph Capital Management’s Principal Financial Group PFG Stock Holding History

Triumph 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 		$25.1K Buy
233
+3
+1% +$305 ﹤0.01% 871
2026
Q1 		$20.7K Buy
230
+203
+752% +$18.6K ﹤0.01% 879
2025
Q4 		$2.38K Buy
+27
New +$2.28K ﹤0.01% 1438

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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

Triumph Capital Management increased its Principal Financial Group (PFG) stake by 1.3% in Q2 2026, buying an estimated $305 and bringing the position to 233 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Triumph Capital Management first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. 205 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Triumph Capital Management held 233 shares of Principal Financial Group worth $25.1K as of Q2 2026.
  • Triumph Capital Management bought 3 Principal Financial Group shares in Q2 2026, an estimated $305.
  • Principal Financial Group made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #871 holding.
  • Triumph Capital Management first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 205 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.