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Waddell & Associates’s Principal Financial Group PFG Stock Holding History

Waddell & Associates’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 		$375K Buy
3,479
+24
+0.7% +$2.44K 0.02% 331
2026
Q1 		$311K Sell
3,455
-248
-7% -$22.7K 0.02% 331
2025
Q4 		$327K Buy
+3,703
New +$313K 0.02% 260

Other funds holding PFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Waddell & Associates's PFG Position: Q2 2026 in Review

Waddell & Associates increased its Principal Financial Group (PFG) stake by 0.69% in Q2 2026, buying an estimated $2.44K and bringing the position to 3,479 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #331.

Waddell & Associates first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Waddell & Associates held 3,479 shares of Principal Financial Group worth $375K as of Q2 2026.
  • Waddell & Associates bought 24 Principal Financial Group shares in Q2 2026, an estimated $2.44K.
  • Principal Financial Group made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #331 holding.
  • Waddell & Associates first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.