Zions Bancorporation, National Association’s Principal Financial Group PFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.47M Buy
32,234
+7,216
+29% +$733K 0.21% 78
2026
Q1
$2.25M Buy
25,018
+24,836
+13,646% +$2.27M 0.15% 94
2025
Q4
$16.1K Buy
182
+27
+17% +$2.28K ﹤0.01% 764
2025
Q3
$12.9K Buy
155
+5
+3% +$400 ﹤0.01% 659
2025
Q2
$11.9K Sell
150
-254
-63% -$19.5K ﹤0.01% 677
2025
Q1
$34.1K Buy
+404
New +$33.6K ﹤0.01% 563

Other funds holding PFG

Zions Bancorporation, National Association's PFG Position: Q2 2026 in Review

Zions Bancorporation, National Association increased its Principal Financial Group (PFG) stake by 29% in Q2 2026, buying an estimated $733K and bringing the position to 32,234 shares worth $3.47M. The position accounts for 0.21% of the portfolio, ranked #78.

Zions Bancorporation, National Association first reported a position in PFG in Q1 2025 and has held it in 6 quarters since. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Zions Bancorporation, National Association held 32,234 shares of Principal Financial Group worth $3.47M as of Q2 2026.
  • Zions Bancorporation, National Association bought 7,216 Principal Financial Group shares in Q2 2026, an estimated $733K.
  • Principal Financial Group made up 0.21% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #78 holding.
  • Zions Bancorporation, National Association first reported a position in Principal Financial Group in Q1 2025 and has held it in 6 quarters since.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.