Triumph Capital Management
PFG icon

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
Q3 		$26.4K Buy
236
+3
+1% +$340 ﹤0.01% 880
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

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Triumph Capital Management's PFG Position: Q3 2026 in Review

Triumph Capital Management increased its Principal Financial Group (PFG) stake by 1.3% in Q3 2026, buying an estimated $340 and bringing the position to 236 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Triumph Capital Management first reported a position in PFG in Q4 2025 and has held it in 4 quarters since. 629 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Triumph Capital Management held 236 shares of Principal Financial Group worth $26.4K as of Q3 2026.
  • Triumph Capital Management bought 3 Principal Financial Group shares in Q3 2026, an estimated $340.
  • Principal Financial Group made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #880 holding.
  • Triumph Capital Management first reported a position in Principal Financial Group in Q4 2025 and has held it in 4 quarters since.
  • 629 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.