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Wealth Alliance’s Principal Financial Group PFG Stock Holding History

Wealth Alliance’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
Q1 		$499K Buy
+5,541
New +$507K 0.05% 296

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealth Alliance's PFG Position: Q1 2026 in Review

Wealth Alliance opened a new position in Principal Financial Group (PFG) in Q1 2026: 5,541 shares worth $499K. The stake represents 0.05% of the portfolio and ranks #296 among its holdings.

910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Wealth Alliance held 5,541 shares of Principal Financial Group worth $499K as of Q1 2026.
  • Principal Financial Group was a new Wealth Alliance position in Q1 2026.
  • Principal Financial Group made up 0.05% of Wealth Alliance's portfolio in Q1 2026, its #296 holding.
  • 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.