Alaska Permanent Fund’s Principal Financial Group PFG Stock Holding History

Alaska Permanent Fund’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	-33,843	Closed	-$2.51M	–	330
2025 Q1	$2.51M	Hold	33,843	–	–	0.04%	232
2024 Q4	$2.62M	Hold	33,843	–	–	0.04%	232
2024 Q3	$2.91M	Hold	33,843	–	–	0.04%	217
2024 Q2	$2.76M	Buy	33,843 +907	+3%	+$73.7K	0.04%	232
2024 Q1	$2.84M	Buy	32,936 +196	+0.6%	+$15.7K	0.04%	197
2023 Q4	$2.58M	Buy	32,740 +40	+0.1%	+$2.9K	0.04%	226
2023 Q3	$2.36M	Hold	32,700	–	–	0.04%	211
2023 Q2	$2.48M	Buy	+32,700	New	+$2.36M	0.05%	178
2022 Q4	$3M	Hold	35,700	–	–	0.05%	111
2022 Q3	$2.58M	Hold	35,700	–	–	0.05%	109
2022 Q2	$2.38M	Sell	35,700 -3,000	-8%	-$211K	0.03%	123
2022 Q1	$2.84M	Hold	38,700	–	–	0.05%	78
2021 Q4	$2.83M	Hold	38,700	–	–	0.05%	73
2021 Q3	$2.49M	Hold	38,700	–	–	0.05%	96
2021 Q2	$2.44M	Sell	38,700 -16,800	-30%	-$1.07M	0.04%	112
2021 Q1	$3.33M	Hold	55,500	–	–	0.06%	120
2020 Q4	$2.75M	Hold	55,500	–	–	0.05%	133
2020 Q3	$2.23M	Buy	55,500 +36,780	+196%	+$1.57M	0.04%	89
2020 Q2	$778K	Hold	18,720	–	–	0.01%	111
2020 Q1	$587K	Buy	+18,720	New	+$886K	0.01%	122

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alaska Permanent Fund's PFG Position: Q2 2025 in Review

Alaska Permanent Fund sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 33,843 shares — an estimated $2.51M sold.

Alaska Permanent Fund first reported a position in PFG in Q1 2020 and held it in 20 quarters. The position peaked at $3.33M in Q1 2021. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

Alaska Permanent Fund reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
Alaska Permanent Fund sold 33,843 Principal Financial Group shares in Q2 2025, an estimated $2.51M.
Alaska Permanent Fund first reported a position in Principal Financial Group in Q1 2020 and held it in 20 quarters.
Alaska Permanent Fund's Principal Financial Group position peaked at $3.33M in Q1 2021.
814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Alaska Permanent Fund's 13F filing for Q2 2025, filed 14 Aug 2025.