AFCM
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Applied Finance Capital Management’s Principal Financial Group PFG Stock Holding History

Applied Finance Capital 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
Q4 		– Sell
-4,595
Closed -$381K – 286
2025
Q3 		$381K Buy
+4,595
New +$367K 0.03% 207
2025
Q2 		– Sell
-5,711
Closed -$482K – 355
2025
Q1 		$482K Buy
+5,711
New +$475K 0.04% 197

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Applied Finance Capital Management's PFG Position: Q4 2025 in Review

Applied Finance Capital Management sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 4,595 shares — an estimated $381K sold.

Applied Finance Capital Management first reported a position in PFG in Q1 2025 and held it in 2 quarters. The position peaked at $482K in Q1 2025. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

  • Applied Finance Capital Management reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 4,595 Principal Financial Group shares in Q4 2025, an estimated $381K.
  • Applied Finance Capital Management first reported a position in Principal Financial Group in Q1 2025 and held it in 2 quarters.
  • Applied Finance Capital Management's Principal Financial Group position peaked at $482K in Q1 2025.
  • 893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Applied Finance Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.