WCM
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Wedge Capital Management’s Principal Financial Group PFG Stock Holding History

Wedge 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
Q2 		$37.4M Sell
347,146
-43,206
-11% -$4.39M 0.62% 37
2026
Q1 		$35.2M Sell
390,352
-21,535
-5% -$1.97M 0.65% 35
2025
Q4 		$36.3M Buy
411,887
+379,552
+1,174% +$32M 0.65% 37
2025
Q3 		$2.68M Buy
32,335
+1,847
+6% +$148K 0.05% 292
2025
Q2 		$2.42M Buy
30,488
+1,999
+7% +$153K 0.04% 295
2025
Q1 		$2.4M Buy
28,489
+2,508
+10% +$209K 0.05% 285
2024
Q4 		$2.01M Buy
25,981
+1,090
+4% +$91.9K 0.04% 324
2024
Q3 		$2.14M Buy
24,891
+1,110
+5% +$89.6K 0.04% 316
2024
Q2 		$1.87M Sell
23,781
-387
-2% -$31.4K 0.03% 315
2024
Q1 		$2.09M Buy
24,168
+4,187
+21% +$336K 0.03% 316
2023
Q4 		$1.57M Buy
19,981
+3,467
+21% +$251K 0.03% 317
2023
Q3 		$1.19M Sell
16,514
-28,154
-63% -$2.19M 0.02% 331
2023
Q2 		$3.39M Buy
44,668
+41,373
+1,256% +$2.98M 0.05% 315
2023
Q1 		$245K Buy
3,295
+384
+13% +$32.6K ﹤0.01% 375
2022
Q4 		$244K Sell
2,911
-411
-12% -$35.3K ﹤0.01% 373
2022
Q3 		$240K Sell
3,322
-432,348
-99% -$31.1M ﹤0.01% 364
2022
Q2 		$29.1M Sell
435,670
-35,722
-8% -$2.51M 0.46% 92
2022
Q1 		$34.6M Sell
471,392
-13,955
-3% -$1.01M 0.47% 83
2021
Q4 		$35.1M Sell
485,347
-17,787
-4% -$1.24M 0.43% 88
2021
Q3 		$32.4M Sell
503,134
-24,558
-5% -$1.58M 0.42% 73
2021
Q2 		$33.3M Buy
527,692
+22,392
+4% +$1.43M 0.41% 69
2021
Q1 		$30.3M Buy
505,300
+29,071
+6% +$1.62M 0.36% 132
2020
Q4 		$23.6M Buy
476,229
+6,041
+1% +$277K 0.27% 147
2020
Q3 		$18.9M Sell
470,188
-112,507
-19% -$4.8M 0.25% 141
2020
Q2 		$24.2M Sell
582,695
-24,893
-4% -$908K 0.33% 113
2020
Q1 		$19M Buy
607,588
+59,781
+11% +$2.83M 0.33% 113
2019
Q4 		$30.1M Buy
547,807
+29,656
+6% +$1.62M 0.34% 125
2019
Q3 		$29.6M Sell
518,151
-4,917
-0.9% -$277K 0.34% 111
2019
Q2 		$30.3M Sell
523,068
-7,276
-1% -$401K 0.35% 105
2019
Q1 		$26.6M Sell
530,344
-57,229
-10% -$2.84M 0.3% 111
2018
Q4 		$26M Buy
587,573
+27,010
+5% +$1.33M 0.32% 110
2018
Q3 		$32.8M Buy
560,563
+25,037
+5% +$1.4M 0.31% 107
2018
Q2 		$28.4M Sell
535,526
-2,920
-0.5% -$170K 0.28% 122
2018
Q1 		$32.8M Buy
538,446
+68,494
+15% +$4.51M 0.31% 102
2017
Q4 		$33.2M Sell
469,952
-31,079
-6% -$2.14M 0.3% 102
2017
Q3 		$32.2M Buy
501,031
+3,193
+0.6% +$205K 0.3% 116
2017
Q2 		$31.9M Sell
497,838
-20,393
-4% -$1.29M 0.31% 108
2017
Q1 		$32.7M Buy
518,231
+19,732
+4% +$1.2M 0.31% 98
2016
Q4 		$28.8M Sell
498,499
-45,926
-8% -$2.57M 0.28% 130
2016
Q3 		$28M Sell
544,425
-46,393
-8% -$2.17M 0.28% 103
2016
Q2 		$24.3M Sell
590,818
-17,188
-3% -$726K 0.25% 110
2016
Q1 		$24M Buy
608,006
+39,536
+7% +$1.52M 0.25% 127
2015
Q4 		$25.6M Buy
568,470
+29,725
+6% +$1.45M 0.27% 133
2015
Q3 		$25.5M Sell
538,745
-138,350
-20% -$7.17M 0.27% 124
2015
Q2 		$34.7M Sell
677,095
-35,250
-5% -$1.83M 0.34% 107
2015
Q1 		$36.6M Buy
712,345
+64,745
+10% +$3.25M 0.37% 98
2014
Q4 		$33.6M Buy
647,600
+16,800
+3% +$871K 0.34% 122
2014
Q3 		$33.1M Sell
630,800
-53,500
-8% -$2.8M 0.35% 96
2014
Q2 		$34.5M Buy
684,300
+40,850
+6% +$1.92M 0.35% 110
2014
Q1 		$29.6M Buy
643,450
+18,575
+3% +$850K 0.31% 123
2013
Q4 		$30.8M Sell
624,875
-33,800
-5% -$1.61M 0.33% 119
2013
Q3 		$28.2M Sell
658,675
-34,215
-5% -$1.43M 0.33% 116
2013
Q2 		$25.9M Buy
+692,890
New +$25.3M 0.31% 121

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wedge Capital Management's PFG Position: Q2 2026 in Review

Wedge Capital Management reduced its Principal Financial Group (PFG) stake by 11% in Q2 2026, selling an estimated $4.39M and leaving 347,146 shares worth $37.4M. The position accounts for 0.62% of the portfolio, ranked #37.

Wedge Capital Management first reported a position in PFG in Q2 2013 and has held it in 53 quarters since. 136 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Wedge Capital Management held 347,146 shares of Principal Financial Group worth $37.4M as of Q2 2026.
  • Wedge Capital Management sold 43,206 Principal Financial Group shares in Q2 2026, an estimated $4.39M.
  • Principal Financial Group made up 0.62% of Wedge Capital Management's portfolio in Q2 2026, its #37 holding.
  • Wedge Capital Management first reported a position in Principal Financial Group in Q2 2013 and has held it in 53 quarters since.
  • 136 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.