Fort Washington Investment Advisors 13F: Exits PFG Stake
In a recent filing, Fort Washington disclosed it sold all its shares of Principal Financial Group, Inc. (PFG) on October 15, 2026.
Reviewed by automated data checks against the source filing. How we make and check alerts
Fort Washington Investment Advisors sold its entire stake of 268,408 shares in Principal Financial Group, Inc. ($PFG), according to a 13F filing with the SEC dated October 15, 2026.
Since the filing, $PFG is down 0.1% to date (from the $108.96 close on Oct 15, 2026).
Find the original: Fort Washington Investment Advisors 13F filings on SEC EDGAR
PFG
Principal Financial Group, Inc.
Key Points
- Fort Washington Investment Advisors cut its entire stake in Principal Financial Group, selling 268,408 shares valued at about $29 million.
- As of October 16, 2026, Principal Financial trades around $108.35, below its 50-day moving average and 10.6% off its 52-week high.
- Analysts maintain mixed ratings on the stock, with a consensus price target of $111.08 based on 12 opinions.
Get $PFG trade alerts by text
We text you when insiders, Congress or big funds trade $PFG. Free.
Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Principal Financial Group, Inc. alert may contain errors. Disclosures
Fort Washington Investment Advisors sold its entire position in Principal Financial Group, Inc. (PFG) in a filing on October 15, 2026. The firm reported selling 268,408 shares, effectively closing its stake in the company.
Fort Washington Investment Advisors vs. the S&P 500
Hypothetical returns from Fort Washington Investment Advisors's disclosed trades, not real profit or advice. How we model this.
Other Institutional Activity in Principal Financial Group
In the latest reporting period, Blackrock Inc. reduced its holdings by 306,855 shares, ending with 20,014,673 shares worth about $2.18 billion. State Street Corporation added 85,507 shares, bringing its total to 10,264,856 shares valued at around $1.12 billion. Vanguard Capital Management LLC slightly increased its stake by 5,390 shares, reaching a total of 13,479,468 shares valued at approximately $1.47 billion.
Principal Financial Group, Inc. Stock Down 0.6%
Principal Financial trades recently around $108.35, which is below its 50-day moving average of $112.88 and about 10.6% off its 52-week high of $121.18. The stock's current price is also below its mean price target of $111.08.
Recent Earnings
For the trailing twelve months, Principal Financial reported revenue of approximately $15.69 billion and earnings per share of $7.02. The company's next earnings report is set for October 26, 2026.
Insider Buying and Selling at Principal Financial Group, Inc.
On June 26, 2026, several insiders purchased shares of Principal Financial. Cheong Wee Yee, President - Asia & Middle East, bought 368 shares, while Carter Miller Jocelyn acquired 669 shares. Claudio Muruzabal added 100 shares, and Christopher Littlefield, President - RIS, bought 559 shares, all reflecting confidence in the firm’s outlook.
Analysts Set New Price Targets
On October 15, 2026, JP Morgan maintained its Neutral rating on Principal Financial with a target price of $106. This decision coincided with the same-day filing by Fort Washington. The current consensus rating for the stock is a Hold, with analysts setting a mean price target of $111.08, based on 12 opinions.
About Principal Financial Group
Principal Financial Group, Inc. focuses on retirement and asset management services, catering to businesses and individuals. The firm operates through various segments to provide financial products worldwide, making it a key player in the financial services sector.
Bottom Line
Investors should note that Fort Washington's filing reflects its holdings as of the reporting period and may not represent its current position. Watch for the upcoming earnings release on October 26, 2026, for more insights into the company's performance.
Related Filing Alerts
Source: Fort Washington Investment Advisors's 13F filing on $PFG (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Fort Washington Investment Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts