WI
PFG icon

WBI Investments’s Principal Financial Group PFG Stock Holding History

WBI Investments’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 		$257K Buy
+2,386
New +$242K 0.06% 261
2026
Q1 		– Sell
-2,883
Closed -$254K – 377
2025
Q4 		$254K Buy
+2,883
New +$243K 0.07% 268
2024
Q3 		– Sell
-17,571
Closed -$1.38M – 263
2024
Q2 		$1.38M Buy
+17,571
New +$1.43M 0.33% 81
2022
Q4 		– Sell
-12,107
Closed -$873K – 170
2022
Q3 		$873K Buy
12,107
+2,607
+27% +$187K 0.25% 60
2022
Q2 		$634K Sell
9,500
-3,026
-24% -$213K 0.14% 79
2022
Q1 		$919K Sell
12,526
-1,607
-11% -$116K 0.15% 116
2021
Q4 		$1.02M Buy
14,133
+2,632
+23% +$184K 0.16% 101
2021
Q3 		$740K Sell
11,501
-59,046
-84% -$3.79M 0.12% 117
2021
Q2 		$4.46M Buy
70,547
+5,223
+8% +$334K 0.68% 33
2021
Q1 		$3.92M Buy
65,324
+54,541
+506% +$3.04M 0.62% 32
2020
Q4 		$535K Buy
10,783
+3,799
+54% +$174K 0.08% 117
2020
Q3 		$281K Sell
6,984
-8,579
-55% -$366K 0.04% 109
2020
Q2 		$646K Buy
15,563
+7,504
+93% +$274K 0.1% 71
2020
Q1 		$253K Buy
+8,059
New +$381K 0.05% 74
2019
Q4 		– Sell
-130,252
Closed -$7.44M – 240
2019
Q3 		$7.44M Sell
130,252
-96,322
-43% -$5.42M 0.71% 36
2019
Q2 		$13.1M Buy
226,574
+195,559
+631% +$10.8M 1.15% 15
2019
Q1 		$1.56M Buy
31,015
+12,364
+66% +$613K 0.12% 132
2018
Q4 		$824K Sell
18,651
-334,481
-95% -$16.5M 0.09% 63
2018
Q3 		$20.7M Buy
+353,132
New +$19.7M 1.13% 21
2017
Q3 		– Sell
-45,847
Closed -$2.94M – 356
2017
Q2 		$2.94M Sell
45,847
-15,093
-25% -$957K 0.13% 125
2017
Q1 		$3.85M Buy
+60,940
New +$3.72M 0.17% 99
2014
Q4 		– Sell
-349,886
Closed -$18.4M – 227
2014
Q3 		$18.4M Buy
349,886
+21,556
+7% +$1.13M 0.54% 48
2014
Q2 		$16.6M Buy
328,330
+6,936
+2% +$327K 0.71% 48
2014
Q1 		$14.8M Buy
+321,394
New +$14.7M 0.65% 47

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 $3.37T AUM 44.26% 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

WBI Investments's PFG Position: Q2 2026 in Review

WBI Investments opened a new position in Principal Financial Group (PFG) in Q2 2026: 2,386 shares worth $257K. The stake represents 0.06% of the portfolio and ranks #261 among its holdings. This is a return to the name: WBI Investments previously reported a position in PFG as recently as Q4 2025.

WBI Investments first reported a position in PFG in Q1 2014 and has held it in 24 quarters since. The position peaked at $20.7M in Q3 2018. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • WBI Investments held 2,386 shares of Principal Financial Group worth $257K as of Q2 2026.
  • Principal Financial Group was a new WBI Investments position in Q2 2026.
  • Principal Financial Group made up 0.06% of WBI Investments's portfolio in Q2 2026, its #261 holding.
  • WBI Investments first reported a position in Principal Financial Group in Q1 2014 and has held it in 24 quarters since.
  • WBI Investments's Principal Financial Group position peaked at $20.7M in Q3 2018.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.