25 LLC’s Principal Financial Group PFG Stock Holding History

25 LLC’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
2023 Q2	–	Sell	-7	Closed	-$500	–	686
2023 Q1	$500	Buy	+7	New	+$594	﹤0.01%	387

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

25 LLC's PFG Position: Q2 2023 in Review

25 LLC sold out of Principal Financial Group (PFG) in Q2 2023, closing a stake of 7 shares — an estimated $500 sold.

25 LLC first reported a position in PFG in Q1 2023 and held it in 1 quarter. The position peaked at $500 in Q1 2023. 730 funds tracked by Wall St. Rank hold PFG as of Q2 2023.

25 LLC reported no remaining Principal Financial Group position as of Q2 2023 after selling out during the quarter.
25 LLC sold 7 Principal Financial Group shares in Q2 2023, an estimated $500.
25 LLC first reported a position in Principal Financial Group in Q1 2023 and held it in 1 quarter.
25 LLC's Principal Financial Group position peaked at $500 in Q1 2023.
730 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2023.

Based on 25 LLC's 13F filing for Q2 2023, filed 19 Jul 2023.