United Capital Financial Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $970K | Buy |
9,000
+164
| +2% | +$16.7K | 0.01% | 810 |
|
|
2026
Q1 | $796K | Buy |
8,836
+1,292
| +17% | +$118K | ﹤0.01% | 853 |
|
|
2025
Q4 | $665K | Buy |
7,544
+1,344
| +22% | +$113K | ﹤0.01% | 861 |
|
|
2025
Q3 | $514K | Sell |
6,200
-121
| -2% | -$9.67K | ﹤0.01% | 851 |
|
|
2025
Q2 | $502K | Sell |
6,321
-416
| -6% | -$31.9K | ﹤0.01% | 780 |
|
|
2025
Q1 | $568K | Buy |
6,737
+1,067
| +19% | +$88.7K | ﹤0.01% | 709 |
|
|
2024
Q4 | $439K | Sell |
5,670
-290
| -5% | -$24.4K | ﹤0.01% | 772 |
|
|
2024
Q3 | $512K | Sell |
5,960
-1,369
| -19% | -$111K | ﹤0.01% | 719 |
|
|
2024
Q2 | $575K | Sell |
7,329
-284
| -4% | -$23.1K | ﹤0.01% | 671 |
|
|
2024
Q1 | $657K | Sell |
7,613
-972
| -11% | -$78K | 0.01% | 663 |
|
|
2023
Q4 | $675K | Buy |
8,585
+3,567
| +71% | +$258K | 0.01% | 651 |
|
|
2023
Q3 | $362K | Sell |
5,018
-393
| -7% | -$30.5K | ﹤0.01% | 699 |
|
|
2023
Q2 | $410K | Sell |
5,411
-77
| -1% | -$5.55K | ﹤0.01% | 712 |
|
|
2023
Q1 | $408K | Sell |
5,488
-2,435
| -31% | -$207K | ﹤0.01% | 764 |
|
|
2022
Q4 | $665K | Sell |
7,923
-142
| -2% | -$12.2K | ﹤0.01% | 708 |
|
|
2022
Q3 | $582K | Sell |
8,065
-2,114
| -21% | -$152K | ﹤0.01% | 735 |
|
|
2022
Q2 | $680K | Sell |
10,179
-1,473
| -13% | -$104K | ﹤0.01% | 722 |
|
|
2022
Q1 | $855K | Sell |
11,652
-2,939
| -20% | -$213K | ﹤0.01% | 703 |
|
|
2021
Q4 | $1.05M | Sell |
14,591
-1,355
| -8% | -$94.6K | ﹤0.01% | 664 |
|
|
2021
Q3 | $1.03M | Sell |
15,946
-5,769
| -27% | -$370K | 0.01% | 674 |
|
|
2021
Q2 | $1.37M | Sell |
21,715
-1,045
| -5% | -$66.8K | 0.01% | 620 |
|
|
2021
Q1 | $1.36M | Sell |
22,760
-2,545
| -10% | -$142K | 0.01% | 589 |
|
|
2020
Q4 | $1.25M | Sell |
25,305
-1,125
| -4% | -$51.5K | 0.01% | 617 |
|
|
2020
Q3 | $1.06M | Sell |
26,430
-2,183
| -8% | -$93K | 0.01% | 645 |
|
|
2020
Q2 | $1.19M | Buy |
28,613
+6,534
| +30% | +$238K | 0.01% | 613 |
|
|
2020
Q1 | $692K | Buy |
22,079
+1,579
| +8% | +$74.7K | 0.01% | 713 |
|
|
2019
Q4 | $1.13M | Buy |
20,500
+1,549
| +8% | +$84.8K | 0.01% | 731 |
|
|
2019
Q3 | $1.08M | Sell |
18,951
-1,962
| -9% | -$110K | 0.01% | 721 |
|
|
2019
Q2 | $1.21M | Buy |
20,913
+1,447
| +7% | +$79.7K | 0.01% | 751 |
|
|
2019
Q1 | $977K | Buy |
+19,466
| New | +$965K | 0.01% | 783 |
|
|
2018
Q1 | – | Sell |
-6,979
| Closed | -$492K | – | 1345 |
|
|
2017
Q4 | $492K | Buy |
6,979
+292
| +4% | +$20.1K | ﹤0.01% | 971 |
|
|
2017
Q3 | $430K | Sell |
6,687
-436
| -6% | -$28K | ﹤0.01% | 1004 |
|
|
2017
Q2 | $456K | Buy |
7,123
+1,748
| +33% | +$111K | ﹤0.01% | 945 |
|
|
2017
Q1 | $339K | Buy |
5,375
+403
| +8% | +$24.6K | ﹤0.01% | 1013 |
|
|
2016
Q4 | $288K | Buy |
4,972
+1,021
| +26% | +$57.2K | ﹤0.01% | 1068 |
|
|
2016
Q3 | $204K | Buy |
+3,951
| New | +$185K | ﹤0.01% | 1182 |
|
|
2015
Q4 | – | Sell |
-7,662
| Closed | -$363K | – | 1266 |
|
|
2015
Q3 | $363K | Buy |
7,662
+2,524
| +49% | +$131K | ﹤0.01% | 996 |
|
|
2015
Q2 | $264K | Buy |
5,138
+554
| +12% | +$28.7K | ﹤0.01% | 1110 |
|
|
2015
Q1 | $234K | Buy |
4,584
+230
| +5% | +$11.6K | ﹤0.01% | 1136 |
|
|
2014
Q4 | $226K | Buy |
4,354
+103
| +2% | +$5.34K | ﹤0.01% | 1057 |
|
|
2014
Q3 | $223K | Buy |
+4,251
| New | +$222K | ﹤0.01% | 1011 |
|
Other funds holding PFG
NLI
United Capital Financial Advisors's PFG Position: Q2 2026 in Review
United Capital Financial Advisors increased its Principal Financial Group (PFG) stake by 1.9% in Q2 2026, buying an estimated $16.7K and bringing the position to 9,000 shares worth $970K. The position accounts for 0.01% of the portfolio, ranked #810.
United Capital Financial Advisors first reported a position in PFG in Q3 2014 and has held it in 41 quarters since. The position peaked at $1.37M in Q2 2021. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- United Capital Financial Advisors held 9,000 shares of Principal Financial Group worth $970K as of Q2 2026.
- United Capital Financial Advisors bought 164 Principal Financial Group shares in Q2 2026, an estimated $16.7K.
- Principal Financial Group made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #810 holding.
- United Capital Financial Advisors first reported a position in Principal Financial Group in Q3 2014 and has held it in 41 quarters since.
- United Capital Financial Advisors's Principal Financial Group position peaked at $1.37M in Q2 2021.
- 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.