Alyeska Investment Group’s Principal Financial Group PFG Stock Holding History

Alyeska Investment Group’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 Q4	–	Sell	-148,973	Closed	-$12.4M	–	698
2025 Q3	$12.4M	Buy	+148,973	New	+$11.9M	0.04%	347
2020 Q3	–	Sell	-96,864	Closed	-$4.02M	–	557
2020 Q2	$4.02M	Buy	+96,864	New	+$3.53M	0.06%	288
2018 Q1	–	Sell	-45,958	Closed	-$3.24M	–	498
2017 Q4	$3.24M	Buy	45,958 +14,301	+45%	+$985K	0.03%	288
2017 Q3	$2.04M	Buy	+31,657	New	+$2.04M	0.02%	360
2016 Q4	–	Sell	-206,695	Closed	-$10.6M	–	527
2016 Q3	$10.6M	Buy	206,695 +84,116	+69%	+$3.93M	0.1%	259
2016 Q2	$5.04M	Buy	+122,579	New	+$5.17M	0.05%	302

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Alyeska Investment Group's PFG Position: Q4 2025 in Review

Alyeska Investment Group sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 148,973 shares — an estimated $12.4M sold.

Alyeska Investment Group first reported a position in PFG in Q2 2016 and held it in 6 quarters. The position peaked at $12.4M in Q3 2025. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

Alyeska Investment Group reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
Alyeska Investment Group sold 148,973 Principal Financial Group shares in Q4 2025, an estimated $12.4M.
Alyeska Investment Group first reported a position in Principal Financial Group in Q2 2016 and held it in 6 quarters.
Alyeska Investment Group's Principal Financial Group position peaked at $12.4M in Q3 2025.
893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Alyeska Investment Group's 13F filing for Q4 2025, filed 13 Feb 2026.