Aigen Investment Management’s Principal Financial Group PFG Stock Holding History

Aigen Investment 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 Q2	–	Sell	-5,163	Closed	-$436K	–	1005
2025 Q1	$436K	Buy	+5,163	New	+$429K	0.07%	386
2023 Q2	–	Sell	-11,288	Closed	-$839K	–	919
2023 Q1	$839K	Buy	+11,288	New	+$958K	0.12%	210
2022 Q1	–	Sell	-18,781	Closed	-$1.34M	–	947
2021 Q4	$1.34M	Buy	+18,781	New	+$1.31M	0.08%	325
2020 Q2	–	Sell	-15,415	Closed	-$483K	–	1176
2020 Q1	$483K	Buy	+15,415	New	+$729K	0.06%	427

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aigen Investment Management's PFG Position: Q2 2025 in Review

Aigen Investment Management sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 5,163 shares — an estimated $436K sold.

Aigen Investment Management first reported a position in PFG in Q1 2020 and held it in 4 quarters. The position peaked at $1.34M in Q4 2021. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

Aigen Investment Management reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
Aigen Investment Management sold 5,163 Principal Financial Group shares in Q2 2025, an estimated $436K.
Aigen Investment Management first reported a position in Principal Financial Group in Q1 2020 and held it in 4 quarters.
Aigen Investment Management's Principal Financial Group position peaked at $1.34M in Q4 2021.
814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Aigen Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.