WestEnd Advisors’s Principal Financial Group PFG Stock Holding History

WestEnd Advisors’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	$754	Buy	7 +1	+17%	+$102	﹤0.01%	309
2026 Q1	$541	Hold	6	–	–	﹤0.01%	304
2025 Q4	$529	Buy	6 +2	+50%	+$169	﹤0.01%	307
2025 Q3	$332	Hold	4	–	–	﹤0.01%	347
2025 Q2	$318	Sell	4 -2	-33%	-$154	﹤0.01%	320
2025 Q1	$506	Buy	6 +4	+200%	+$333	﹤0.01%	274
2024 Q4	$155	Hold	2	–	–	﹤0.01%	285
2024 Q3	$172	Buy	2 +1	+100%	+$81	﹤0.01%	304
2024 Q2	$78	Hold	1	–	–	﹤0.01%	346
2024 Q1	$86	Buy	+1	New	+$80	﹤0.01%	328
2022 Q1	–	Sell	-3	Closed	-$217	–	228
2021 Q4	$216	Buy	+3	New	+$209	﹤0.01%	255
2021 Q3	–	Hold	0	–	–	–	254
2021 Q2	–	Hold	0	–	–	–	259

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WestEnd Advisors's PFG Position: Q2 2026 in Review

WestEnd Advisors increased its Principal Financial Group (PFG) stake by 17% in Q2 2026, buying an estimated $102 and bringing the position to 7 shares worth $754. The position accounts for ﹤0.01% of the portfolio, ranked #309.

WestEnd Advisors first reported a position in PFG in Q4 2021 and has held it in 11 quarters since. 956 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

WestEnd Advisors held 7 shares of Principal Financial Group worth $754 as of Q2 2026.
WestEnd Advisors bought 1 Principal Financial Group share in Q2 2026, an estimated $102.
Principal Financial Group made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #309 holding.
WestEnd Advisors first reported a position in Principal Financial Group in Q4 2021 and has held it in 11 quarters since.
956 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.