Wells Fargo
PFG icon

Wells Fargo’s Principal Financial Group PFG Stock Holding History

Wells Fargo’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 		$9.01K Buy
+100
New +$9.14K ﹤0.01% 5989
2025
Q3 		– Sell
-300
Closed -$23.8K – 7310
2025
Q2 		$23.8K Buy
+300
New +$23K ﹤0.01% 5741
2017
Q2 		– Sell
-10,000
Closed -$2K – 6392
2017
Q1 		$2K Buy
+10,000
New +$610K ﹤0.01% 6171

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

Wells Fargo's PFG Position: Q1 2026 in Review

Wells Fargo increased its Principal Financial Group (PFG) stake by 123% in Q1 2026, buying an estimated $29.2M and bringing the position to 578,610 shares worth $52.1M. The position accounts for 0.01% of the portfolio, ranked #947.

Wells Fargo first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $64.6M in Q2 2021. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Wells Fargo held 578,610 shares of Principal Financial Group worth $52.1M as of Q1 2026.
  • Wells Fargo bought 319,263 Principal Financial Group shares in Q1 2026, an estimated $29.2M.
  • Principal Financial Group made up 0.01% of Wells Fargo's portfolio in Q1 2026, its #947 holding.
  • Wells Fargo first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's Principal Financial Group position peaked at $64.6M in Q2 2021.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.