Wealthfront Advisers LLC

Position in PFG — Principal Financial Group Inc

CIK 1763921 Palo Alto, CA

Position in PFG

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$6,164,154

+$591,311 QoQ

Shares Held

68,407

+8.3% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Wealthfront Advisers LLC holds $86,424,772 across 20 Asset Management names. PFG ranks #7 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	20,923	$20,121,858
2	BX	Blackstone Inc.	98,466	$11,322,605
3	STT	State Street Corp	70,207	$8,885,397
4	AMP	Ameriprise Financial Inc	14,424	$6,410,025
5	APO	Apollo Global Management, Inc.	56,326	$6,275,842
6	TROW	Price T Rowe Group Inc	69,348	$6,251,028
7	PFG	Principal Financial Group Inc This page	68,407	$6,164,154
8	ARES	Ares Management Corp	43,582	$4,754,796

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,164,154	68,407	+8.3%	Shares	Sole	2026-05-05
2025-12-31	$5,572,843	63,177	+14.5%	Shares	Sole	2026-01-30
2025-09-30	$4,575,388	55,185	-14.6%	Shares	Sole	2025-11-06
2025-06-30	$5,131,098	64,599	+1.4%	Shares	Sole	2025-07-31
2025-03-31	$5,374,284	63,699	+10.0%	Shares	Sole	2025-05-02
2024-12-31	$4,480,800	57,884	+2.2%	Shares	Sole	2025-04-01
2024-09-30	$4,865,204	56,638	-0.4%	Shares	Sole	2024-11-12
2024-06-30	$4,460,667	56,860	+23.7%	Shares	Sole	2024-08-14
2024-03-31	$3,968,620	45,981	-2.3%	Shares	Sole	2024-04-19
2023-12-31	$3,701,266	47,048	-9.6%	Shares	Sole	2024-02-09
2023-09-30	$3,752,829	52,072	-3.9%	Shares	Sole	2023-11-01
2023-06-30	$4,108,935	54,179	-9.4%	Shares	Sole	2023-08-07
2023-03-31	$4,442,923	59,781	-8.1%	Shares	Sole	2023-04-28
2022-12-31	$5,456,310	65,018	-4.1%	Shares	Sole	2023-02-10
2022-09-30	$4,889,821	67,773	-2.1%	Shares	Sole	2022-11-14
2022-06-30	$4,624,072	69,233	+8.2%	Shares	Sole	2022-07-20
2022-03-31	$4,697,505	63,990	-11.8%	Shares	Sole	2022-05-16
2021-12-31	$5,247,469	72,549	+12.1%	Shares	Sole	2022-01-21
2021-09-30	$4,166,937	64,704	+25.6%	Shares	Sole	2021-11-15
2021-06-30	$3,255,548	51,520	+8.2%	Shares	Sole	2021-08-16
2021-03-31	$2,853,796	47,595	+14.9%	Shares	Sole	2021-05-14
2020-12-31	$2,054,647	41,416	+9.4%	Shares	Sole	2021-02-16
2020-09-30	$1,524,662	37,861	+15.1%	Shares	Sole	2020-11-16
2020-06-30	$1,366,458	32,895	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.