WFA Asset Management’s Principal Financial Group PFG Stock Holding History

WFA Asset 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
2025 Q3	$47.1K	Sell	548 -140	-20%	-$11.2K	0.03%	103
2025 Q2	$54K	Buy	688 +4	+0.6%	+$307	0.03%	98
2025 Q1	$59.1K	Buy	684 +167	+32%	+$13.9K	0.03%	95
2024 Q4	$40K	Sell	517 -31	-6%	-$2.61K	0.02%	124
2024 Q3	$47.1K	Sell	548 -140	-20%	-$11.3K	0.03%	104
2024 Q2	$54K	Buy	688 +4	+0.6%	+$325	0.03%	99
2024 Q1	$59.1K	Buy	684 +287	+72%	+$23K	0.03%	96
2023 Q4	$31.2K	Buy	397 +6	+2%	+$435	0.02%	121
2023 Q3	$28.2K	Buy	391 +2	+0.5%	+$155	0.02%	120
2023 Q2	$29.5K	Buy	389 +2	+0.5%	+$144	0.02%	121
2023 Q1	$28.7K	Hold	387	–	–	0.02%	127
2022 Q4	$32.5K	Buy	387 +34	+10%	+$2.92K	0.02%	108
2022 Q3	$25.5K	Hold	353	–	–	0.02%	112
2022 Q2	$23.6K	Sell	353 -135	-28%	-$9.5K	0.02%	120
2022 Q1	$35.8K	Buy	488 +487	+48,700%	+$35.3K	0.02%	107
2021 Q4	$65	Buy	+1	New	+$70	﹤0.01%	188

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WFA Asset Management's PFG Position: Q3 2025 in Review

WFA Asset Management reduced its Principal Financial Group (PFG) stake by 20% in Q3 2025, selling an estimated $11.2K and leaving 548 shares worth $47.1K. The position accounts for 0.03% of the portfolio, ranked #103.

WFA Asset Management first reported a position in PFG in Q4 2021 and has held it in 16 quarters since. The position peaked at $59.1K in Q1 2025. 830 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

WFA Asset Management held 548 shares of Principal Financial Group worth $47.1K as of Q3 2025.
WFA Asset Management sold 140 Principal Financial Group shares in Q3 2025, an estimated $11.2K.
Principal Financial Group made up 0.03% of WFA Asset Management's portfolio in Q3 2025, its #103 holding.
WFA Asset Management first reported a position in Principal Financial Group in Q4 2021 and has held it in 16 quarters since.
WFA Asset Management's Principal Financial Group position peaked at $59.1K in Q1 2025.
830 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.